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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
CFGS
476
Concourse Financial Group Securities
Alabama
$70.3K +$15.6K +57 +29%
CTB
477
Country Trust Bank
Illinois
$68.7K
Nomura Asset Management
478
Nomura Asset Management
Japan
$68.1K
EC
479
EntryPoint Capital
New York
$65.1K +$64.8K +237 New
WFA
480
West Financial Advisors
Iowa
$50.9K
LB
481
Legacy Bridge
Iowa
$47K
BTI
482
Blue Trust Inc
Georgia
$46K +$20.8K +76 +82%
JWM
483
Janiczek Wealth Management
Colorado
$45.9K +$7.66K +28 +20%
AAP
484
Arax Advisory Partners
Colorado
$45.4K +$33.4K +122 +284%
IGWM
485
ICA Group Wealth Management
Colorado
$40.8K +$40.5K +148 New
PB
486
Pinnacle Bancorp
Nebraska
$39.6K
CMBA
487
C.M. Bidwell & Associates
Hawaii
$36.8K -$158K -576 -81%
MSWM
488
McGlone Suttner Wealth Management
Wisconsin
$36K +$35.8K +131 New
VSQM
489
V-Square Quantitative Management
Illinois
$35.4K +$35.3K +129 New
APF
490
Alaska Permanent Fund
Alaska
$35.2K
CT
491
Colonial Trust
South Carolina
$35.2K
HFM
492
Harvest Fund Management
China
$33K
BF
493
BOK Financial
Oklahoma
$32.1K
SIC
494
Salem Investment Counselors
North Carolina
$30.2K
SS
495
Sunbelt Securities
Texas
$30.2K -$5.2K -19 -15%
BWM
496
BKM Wealth Management
Wisconsin
$29.1K +$29K +106 New
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$28.3K -$821 -3 -3%
PE
498
Point72 Europe
United Kingdom
$27.2K +$27.1K +99 New
CFD
499
Creative Financial Designs
Indiana
$24.7K +$8.21K +30 +50%
LSA
500
Leonteq Securities AG
Switzerland
$24.7K +$24.6K +90 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.