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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
TA
426
Tectonic Advisors
Texas
$257K +$256K +936 New
HIG
427
Heritage Investment Group
Florida
$257K
CCA
428
Cadent Capital Advisors
Oklahoma
$255K
BBVA
429
Banco Bilbao Vizcaya Argentaria
Spain
$255K +$40.2K +147 +19%
LFA
430
LGT Financial Advisors
Texas
$254K -$21.3K -78 -8%
OC
431
Oarsman Capital
Wisconsin
$254K
SCM
432
Steele Capital Management
Iowa
$250K +$249K +912 New
EDRIA
433
Edmonds Duncan Registered Investment Advisors
Kansas
$249K -$5.47K -20 -2%
Fuller & Thaler Asset Management
434
Fuller & Thaler Asset Management
California
$249K +$230K +840 +1,292%
DA
435
Duality Advisers
Florida
$247K +$246K +899 New
NHT
436
New Hampshire Trust
New Hampshire
$245K -$2.73K -10 -1%
ACG
437
Allen Capital Group
Nebraska
$242K
Cerity Partners
438
Cerity Partners
New York
$241K +$240K +877 New
WAM
439
Walker Asset Management
Missouri
$240K
VCP
440
Verus Capital Partners
Arizona
$236K +$235K +860 New
RFN
441
RDA Financial Network
Iowa
$232K +$6.84K +25 +3%
HI
442
Harbour Investments
Wisconsin
$227K +$43.5K +159 +24%
CCM
443
Coldstream Capital Management
Washington
$222K +$221K +808 New
SCM
444
Shelton Capital Management
Colorado
$222K -$252K -921 -53%
FFM
445
Forum Financial Management
Illinois
$219K
YIA
446
YHB Investment Advisors
Connecticut
$214K +$213K +779 New
NI
447
NDVR Inc
Massachusetts
$209K +$208K +762 New
NA
448
Navellier & Associates
Nevada
$203K +$202K +738 New
JFG
449
Jefferies Financial Group
New York
$201K +$200K +732 New
SEC
450
Seven Eight Capital
New York
$201K +$200K +732 New

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.