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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
WA
426
WealthTrust Axiom
Pennsylvania
$318K
VA
427
Verdad Advisers
Massachusetts
$315K +$289K +990 New
BAM
428
Belpointe Asset Management
Nevada
$314K +$288K +985 New
FCA
429
Fortis Capital Advisors
Kansas
$314K +$288K +985 New
VCP
430
Verus Capital Partners
Arizona
$309K +$32.4K +111 +13%
MYAM
431
Meiji Yasuda Asset Management
Japan
$303K +$278K +951 New
SC
432
Savant Capital
Illinois
$302K -$14K -48 -5%
HIG
433
Heritage Investment Group
Florida
$298K
CCA
434
Cadent Capital Advisors
Oklahoma
$296K
HI
435
Harbour Investments
Wisconsin
$296K +$29.8K +102 +12%
OC
436
Oarsman Capital
Wisconsin
$295K
PWG
437
Portside Wealth Group
Utah
$291K -$32.4K -111 -11%
SCM
438
Steele Capital Management
Iowa
$290K -$292 -1 -0.1%
EDRIA
439
Edmonds Duncan Registered Investment Advisors
Kansas
$288K -$1.46K -5 -0.6%
NHT
440
New Hampshire Trust
New Hampshire
$284K
BST
441
Bath Savings Trust
Maine
$283K +$259K +888 New
LFA
442
LGT Financial Advisors
Texas
$282K -$11.4K -39 -4%
WAM
443
Walker Asset Management
Missouri
$279K
PJWM
444
Philip James Wealth Mangement
Georgia
$273K -$118K -404 -32%
RFN
445
RDA Financial Network
Iowa
$269K
NI
446
NDVR Inc
Massachusetts
$268K +$23.7K +81 +11%
HCA
447
Harbor Capital Advisors
Illinois
$258K +$236K +809 New
BWM
448
BlackDiamond Wealth Management
New York
$255K -$46.5K -159 -17%
FFM
449
Forum Financial Management
Illinois
$254K
CW
450
CreativeOne Wealth
Kansas
$253K +$233K +797 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.