We are live on ! Find out more
CASY icon

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
AC
401
Avestar Capital
New York
$376K -$54.9K -188 -14%
NWM
402
Northwest Wealth Management
Iowa
$373K -$9.06K -31 -3%
USB
403
Union Savings Bank
Connecticut
$373K +$4.09K +14 +1%
IWM
404
IHT Wealth Management
Illinois
$371K -$10.2K -35 -3%
JFG
405
Jefferies Financial Group
New York
$369K +$125K +428 +58%
Bank of Nova Scotia
406
Bank of Nova Scotia
Ontario, Canada
$362K +$332K +1,136 New
SIA
407
Schechter Investment Advisors
Michigan
$353K +$1.75K +6 +0.5%
BHCM
408
Brevan Howard Capital Management
Jersey
$353K -$331K -1,132 -51%
RJT
409
Raymond James Trust
Florida
$353K +$21.3K +73 +7%
TPCM
410
Templeton & Phillips Capital Management
Tennessee
$350K +$321K +1,100 New
MSS
411
Mitchell Sinkler & Starr
Pennsylvania
$347K -$326K -1,115 -51%
CG
412
Cynosure Group
Utah
$345K +$317K +1,084 New
CIBC Asset Management
413
CIBC Asset Management
Ontario, Canada
$342K
CCM
414
Coldstream Capital Management
Washington
$335K +$71.3K +244 +30%
LWM
415
Laidlaw Wealth Management
New York
$334K +$307K +1,050 New
KWMG
416
King Wealth Management Group
Florida
$334K
PA
417
Procyon Advisors
Connecticut
$334K
UFF
418
USA Financial Formulas
Michigan
$333K -$52.6K -180 -15%
GFS
419
GYL Financial Synergies
Connecticut
$333K +$4.97K +17 +2%
NA
420
NewEdge Advisors
Louisiana
$330K +$17.8K +61 +6%
TA
421
Tectonic Advisors
Texas
$326K +$26K +89 +10%
SAM
422
Strategy Asset Managers
California
$322K
NG
423
Norden Group
Utah
$320K +$294K +1,006 New
CGH
424
Crossmark Global Holdings
Texas
$320K -$5.84K -20 -2%
SC
425
Scotia Capital
Ontario, Canada
$318K

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.