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Casey's General Stores

594 hedge funds and large institutions have $10.2B invested in Casey's General Stores in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 199 increasing their positions, 206 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 73

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $9.11B → $10.2B (+$1.09B)

5% more funds holding

Funds holding: 566594 (+28)

3% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 206

2.77% less ownership

Funds ownership: 89.21%86.43% (-2.8%)

32% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $47.1M

Holders
594
Holders Change
+28
Holders Change %
+4.95%
% of All Funds
8.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
103
Increased
199
Reduced
206
Closed
73
Calls
$32.1M
Puts
$47.1M
Net Calls
-$15M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
376
HighPoint Advisor Group
Illinois
$442K +$117K +399 +44%
SNBOSD
377
Security National Bank of So Dak
Iowa
$436K
Fuller & Thaler Asset Management
378
Fuller & Thaler Asset Management
California
$434K +$134K +458 +51%
CAM
379
Clarity Asset Management
Iowa
$433K +$584 +2 +0.1%
WEG
380
World Equity Group
Illinois
$424K +$584 +2 +0.2%
SGI
381
Summit Global Investments
Utah
$424K +$389K +1,330 New
MIS
382
Morningstar Investment Services
Illinois
$419K -$478K -1,636 -55%
TWM
383
Trueblood Wealth Management
Ohio
$419K +$59K +202 +18%
PAI
384
Pittenger & Anderson Inc
Nebraska
$417K +$102K +350 +37%
PF
385
Phoenix Financial
Israel
$413K +$380K +1,300 New
GC
386
Gilbert & Cook
Iowa
$413K +$84.1K +288 +29%
PCS
387
Personal CFO Solutions
New Jersey
$412K -$26.6K -91 -7%
XT
388
XTX Topco
Cayman Islands
$411K -$358K -1,225 -49%
LA
389
LexAurum Advisors
Kansas
$407K -$11.7K -40 -3%
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$404K +$292 +1 +0.1%
IB
391
Intrust Bank
Kansas
$398K -$292 -1 -0.1%
MFG
392
Menard Financial Group
Texas
$398K +$53.5K +183 +17%
SC
393
Steph & Co
Wisconsin
$390K +$7.89K +27 +2%
VA
394
Vident Advisory
Georgia
$389K +$54.3K +186 +18%
SC
395
Syon Capital
California
$389K -$348K -1,190 -49%
IAN
396
Integrated Advisors Network
Texas
$387K -$140K -480 -28%
MAG
397
Mokosak Advisory Group
Iowa
$383K
AP
398
Americana Partners
Texas
$382K
YMRC
399
Yorktown Management & Research Company
Virginia
$382K
FNA
400
First National Advisers
Nebraska
$381K +$349K +1,196 New

CASY Hedge Fund Activity: Q1 2024 in Review

594 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q1 2024, worth a combined $10.2B — up 12% from $9.11B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new CASY positions and 73 closed out — a net gain of 30 holders — while 199 added to existing stakes and 206 trimmed.

The largest buyer was Congress Asset Management, opening a new position worth an estimated $103M. The largest seller was Morgan Stanley, cutting an estimated $445M.

  • 594 institutional investors held Casey's General Stores (CASY) as of Q1 2024, up from 566 in Q4 2023.
  • Funds reported $10.2B of Casey's General Stores stock for Q1 2024, up 12% quarter-over-quarter.
  • 103 funds opened new Casey's General Stores positions in Q1 2024 and 73 closed out, a net change of +30 holders.
  • The largest Casey's General Stores buyer in Q1 2024 was Congress Asset Management, an estimated $103M added.
  • The largest Casey's General Stores seller in Q1 2024 was Morgan Stanley, an estimated $445M sold.

Based on aggregated 13F filings for Q1 2024.