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Casey's General Stores

566 hedge funds and large institutions have $9.11B invested in Casey's General Stores in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 180 increasing their positions, 195 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

47% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $41.4M

9% more funds holding

Funds holding: 521566 (+45)

3.23% more ownership

Funds ownership: 85.97%89.21% (+3.2%)

5% more capital invested

Capital invested by funds: $8.71B → $9.11B (+$395M)

8% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 195

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
566
Holders Change
+45
Holders Change %
+8.64%
% of All Funds
8.25%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
93
Increased
180
Reduced
195
Closed
39
Calls
$60.9M
Puts
$41.4M
Net Calls
+$19.5M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
401
CIBC Asset Management
Ontario, Canada
$295K
KeyBank National Association
402
KeyBank National Association
Ohio
$294K -$89.2K -326 -23%
MFG
403
Menard Financial Group
Texas
$293K -$8.75K -32 -3%
KWMG
404
King Wealth Management Group
Florida
$288K
HAG
405
HighPoint Advisor Group
Illinois
$288K +$246K +901 New
PA
406
Procyon Advisors
Connecticut
$288K +$4.1K +15 +1%
VA
407
Vident Advisory
Georgia
$284K +$75.5K +276 +36%
RJT
408
Raymond James Trust
Florida
$284K +$13.4K +49 +5%
GFS
409
GYL Financial Synergies
Connecticut
$283K +$12.6K +46 +5%
Simplex Trading
410
Simplex Trading
Illinois
$282K -$88.3K -323 -24%
PWG
411
Portside Wealth Group
Utah
$281K -$35.8K -131 -11%
CGH
412
Crossmark Global Holdings
Texas
$281K -$20.5K -75 -7%
Walleye Capital
413
Walleye Capital
New York
$278K -$2.22M -8,121 -89%
SAM
414
Strategy Asset Managers
California
$278K
GC
415
Gilbert & Cook
Iowa
$277K
SC
416
Scotia Capital
Ontario, Canada
$275K
WA
417
WealthTrust Axiom
Pennsylvania
$275K
PTC
418
Petrus Trust Company
Texas
$274K +$273K +998 New
SC
419
Savant Capital
Illinois
$274K +$6.02K +22 +2%
FAIM
420
Financial Advocates Investment Management
Washington
$269K +$6.29K +23 +2%
NA
421
NewEdge Advisors
Louisiana
$269K +$90.5K +331 +51%
YIH
422
Y-Intercept (HK)
Hong Kong
$267K +$266K +972 New
PAI
423
Pittenger & Anderson Inc
Nebraska
$263K
BWM
424
BlackDiamond Wealth Management
New York
$263K +$19.1K +70 +8%
DC
425
Davenport & Co
Virginia
$261K -$16.4K -60 -6%

CASY Hedge Fund Activity: Q4 2023 in Review

566 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q4 2023, worth a combined $9.11B — up 4.5% from $8.71B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CASY positions and 39 closed out — a net gain of 54 holders — while 180 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $372M. The largest seller was National Bank of Canada, cutting an estimated $113M.

  • 566 institutional investors held Casey's General Stores (CASY) as of Q4 2023, up from 521 in Q3 2023.
  • Funds reported $9.11B of Casey's General Stores stock for Q4 2023, up 4.5% quarter-over-quarter.
  • 93 funds opened new Casey's General Stores positions in Q4 2023 and 39 closed out, a net change of +54 holders.
  • The largest Casey's General Stores buyer in Q4 2023 was Morgan Stanley, an estimated $372M added.
  • The largest Casey's General Stores seller in Q4 2023 was National Bank of Canada, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2023.