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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
GRP
501
Global Retirement Partners
California
$24K -$17K -62 -43%
PAG
502
Paladin Advisory Group
Iowa
$23.1K
SVCP
503
Silicon Valley Capital Partners
California
$21.4K +$21.3K +78 New
CA
504
Centerpoint Advisors
Massachusetts
$21K
JWA
505
JFS Wealth Advisors
Pennsylvania
$19.5K
CCA
506
Criterion Capital Advisors
Tennessee
$18.1K +$18.1K +66 New
FGAM
507
Financial Gravity Asset Management
Texas
$16.6K +$821 +3 +5%
IA
508
IFP Advisors
Florida
$14.3K -$2.46K -9 -15%
C
509
Covestor
United Kingdom
$14K
ST
510
Smithfield Trust
Pennsylvania
$14K
NS
511
NBC Securities
Alabama
$13K -$2.73K -10 -17%
MA
512
Montag & Associates
Georgia
$12.4K
FFA
513
Frazier Financial Advisors
Ohio
$12.4K +$12.3K +45 New
RDIA
514
RE Dickinson Investment Advisors
Iowa
$11K
BBHC
515
Brown Brothers Harriman & Co
New York
$11K
IHWM
516
Iron Horse Wealth Management
Iowa
$11K
Mitsubishi UFJ Asset Management
517
Mitsubishi UFJ Asset Management
Japan
$10.8K
PTC
518
Private Trust Company
Ohio
$10.7K
TFA
519
Toth Financial Advisory
Virginia
$10.2K
CA
520
Clearstead Advisors
Ohio
$9.62K -$1.37K -5 -13%
PWMG
521
Private Wealth Management Group
New Jersey
$8.52K +$8.48K +31 New
OP
522
ORG Partners
Indiana
$8.24K +$8.21K +30 New
WTA
523
Washington Trust Advisors
Massachusetts
$7.14K
Jones Financial Companies
524
Jones Financial Companies
Missouri
$7.14K +$4.38K +16 +160%
EWA
525
EverSource Wealth Advisors
Alabama
$6.87K +$547 +2 +9%

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.