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
ACG
451
Allen Capital Group
Nebraska
$250K -$28.6K -98 -11%
MFAM
452
Motley Fool Asset Management
Virginia
$246K +$226K +774 New
JWBC
453
J.W. Burns & Co
New York
$243K +$223K +762 New
SQA
454
Simon Quick Advisors
New Jersey
$240K +$220K +754 New
KBC Group
455
KBC Group
Belgium
$239K +$18.4K +63 +9%
AWM
456
AE Wealth Management
Kansas
$237K -$1.52M -5,208 -88%
DFCM
457
Dark Forest Capital Management
Puerto Rico
$236K +$217K +742 New
AWM
458
Accel Wealth Management
Iowa
$236K +$216K +741 New
NA
459
Navellier & Associates
Nevada
$235K
Koshinski Asset Management
460
Koshinski Asset Management
Illinois
$229K +$210K +718 New
IWC
461
Integrated Wealth Concepts
Massachusetts
$227K +$208K +712 New
AAS
462
Avantax Advisory Services
Texas
$226K +$207K +708 New
SWM
463
SeaCrest Wealth Management
New York
$225K +$207K +708 New
SMC
464
Smith, Moore & Co
Missouri
$223K +$205K +702 New
RFC
465
Regions Financial Corp
Alabama
$215K +$197K +675 New
TI
466
Tidal Investments
Wisconsin
$214K +$196K +671 New
RAG
467
RIA Advisory Group
Iowa
$212K +$195K +666 New
FTDI
468
First Trust Direct Indexing
Massachusetts
$212K +$195K +666 New
AA
469
Ancora Advisors
Ohio
$212K +$194K +665 New
BFG
470
Berger Financial Group
Minnesota
$210K +$192K +658 New
GFG
471
Goldstone Financial Group
Illinois
$207K +$190K +650 New
KPWS
472
Kestra Private Wealth Services
Texas
$203K +$186K +637 New
BAM
473
Blueshift Asset Management
New Jersey
$201K +$185K +632 New
QCG
474
Quadrant Capital Group
Ohio
$199K +$7.3K +25 +4%
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$181K +$167K +573 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.