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Casey's General Stores

478 hedge funds and large institutions have $7.88B invested in Casey's General Stores in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 179 increasing their positions, 162 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $6.86M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more capital invested

Capital invested by funds: $6.99B → $7.88B (+$893M)

10% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 162

0.66% less ownership

Funds ownership: 87.38%86.72% (-0.66%)

1% less funds holding

Funds holding: 482478 (-4)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

Holders
478
Holders Change
-4
Holders Change %
-0.83%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
45
Increased
179
Reduced
162
Closed
48
Calls
$13.7M
Puts
$6.86M
Net Calls
+$6.86M
Net Calls Change
+$6.12M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
426
JFS Wealth Advisors
Pennsylvania
$17.1K -$227 -1 -1%
RTC
427
Riverview Trust Company
Washington
$16.6K
CT
428
Colonial Trust
South Carolina
$15.6K
IA
429
IFP Advisors
Florida
$14.6K +$680 +3 +5%
BTI
430
Blue Trust Inc
Georgia
$13K -$106K -466 -88%
ST
431
Smithfield Trust
Pennsylvania
$13K
MA
432
Montag & Associates
Georgia
$11K
AAP
433
Arax Advisory Partners
Colorado
$10K +$2.04K +9 +28%
Fuller & Thaler Asset Management
434
Fuller & Thaler Asset Management
California
$10K
BBHC
435
Brown Brothers Harriman & Co
New York
$9.76K
CFD
436
Creative Financial Designs
Indiana
$9.76K
RDIA
437
RE Dickinson Investment Advisors
Iowa
$9K +$1.81K +8 +27%
DI
438
Disciplined Investments
Oklahoma
$8.05K
BIA
439
Bell Investment Advisors
California
$7.07K +$907 +4 +16%
CPG
440
Cornerstone Planning Group
New Jersey
$7.07K +$6.57K +29 New
EWA
441
EverSource Wealth Advisors
Alabama
$6.83K +$1.81K +8 +40%
WTA
442
Washington Trust Advisors
Massachusetts
$6.34K
TWC
443
TD Waterhouse Canada
Ontario, Canada
$5.61K
CFO
444
CVA Family Office
Colorado
$5.61K +$5.21K +23 New
BWM
445
Baystate Wealth Management
Massachusetts
$5.37K
WPWM
446
Western Pacific Wealth Management
Illinois
$5.12K
VCM
447
Versant Capital Management
Arizona
$5.12K +$227 +1 +5%
CA
448
Clearstead Advisors
Ohio
$4.88K
HCP
449
Hexagon Capital Partners
Arkansas
$4.88K
Amundi
450
Amundi
France
$4.62K

CASY Hedge Fund Activity: Q2 2023 in Review

478 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q2 2023, worth a combined $7.88B — up 13% from $6.99B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of CASY and 45 opened new positions — a net loss of 3 holders — while 162 trimmed existing stakes and 179 added.

The largest buyer was Morgan Stanley, adding an estimated $60M. The largest seller was Envestnet Asset Management, cutting an estimated $75.2M.

  • 478 institutional investors held Casey's General Stores (CASY) as of Q2 2023, down from 482 in Q1 2023.
  • Funds reported $7.88B of Casey's General Stores stock for Q2 2023, up 13% quarter-over-quarter.
  • 45 funds opened new Casey's General Stores positions in Q2 2023 and 48 closed out, a net change of -3 holders.
  • The largest Casey's General Stores buyer in Q2 2023 was Morgan Stanley, an estimated $60M added.
  • The largest Casey's General Stores seller in Q2 2023 was Envestnet Asset Management, an estimated $75.2M sold.

Based on aggregated 13F filings for Q2 2023.