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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
BWL
451
Bogart Wealth LLC
Virginia
$4.39K
SIS
452
Sound Income Strategies
Florida
$4.39K
CAL
453
Capital Advisors Ltd
Ohio
$4K
EARNEST Partners
454
EARNEST Partners
Georgia
$3.9K
GFPC
455
Global Financial Private Client
Florida
$3.4K
FGAM
456
Financial Gravity Asset Management
Texas
$3.14K +$6.35K +28 +13%
SF
457
Safeguard Financial
Wisconsin
$3K +$3.4K +15 New
PTC
458
Private Trust Company
Ohio
$2.68K
PFBT
459
Parkside Financial Bank & Trust
Missouri
$2.44K
SIC
460
SJS Investment Consulting
Ohio
$2.44K +$227 +1 +11%
CWP
461
Concord Wealth Partners
Virginia
$2.44K
GWS
462
Glassman Wealth Services
Virginia
$2.44K
IHWM
463
Iron Horse Wealth Management
Iowa
$2.44K
SWM
464
Spire Wealth Management
Virginia
$2.44K +$680 +3 +43%
BG
465
Bollard Group
Massachusetts
$2K +$2.27K +10 New
MFT
466
Moisand Fitzgerald Tamayo
Florida
$1.71K
PWMG
467
Prestige Wealth Management Group
New Jersey
$1.71K
FFA
468
Farther Finance Advisors
California
$1.46K +$907 +4 +200%
GJIA
469
Glass Jacobson Investment Advisors
Maryland
$1.22K +$1.13K +5 New
TFGT
470
TS Financial Group (TSFG)
Illinois
$1K
IFAM
471
Institutional & Family Asset Management
Colorado
$976 +$227 +1 +33%
MCM
472
Manchester Capital Management
Vermont
$732 -$4.08K -18 -86%
BAAM
473
Baker Avenue Asset Management
California
$488
MTIC
474
Missouri Trust & Investment Company
Missouri
$488
TWP
475
TFO Wealth Partners
Ohio
$488

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.