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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
JWM
501
Janiczek Wealth Management
Colorado
$55.7K +$2.34K +8 +5%
LB
502
Legacy Bridge
Iowa
$54.5K
AAP
503
Arax Advisory Partners
Colorado
$50.4K -$2.04K -7 -4%
National Bank of Canada
504
National Bank of Canada
Quebec, Canada
$50.3K -$11.6M -39,791 -100%
IGWM
505
ICA Group Wealth Management
Colorado
$47.3K
CMBA
506
C.M. Bidwell & Associates
Hawaii
$42.7K
VSQM
507
V-Square Quantitative Management
Illinois
$41.1K
APF
508
Alaska Permanent Fund
Alaska
$41.1K +$292 +1 +0.8%
SIC
509
Salem Investment Counselors
North Carolina
$37.6K +$2.34K +8 +7%
BF
510
BOK Financial
Oklahoma
$36.9K
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$34.4K +$1.46K +5 +5%
BTI
512
Blue Trust Inc
Georgia
$34.1K -$18.1K -62 -37%
AAM
513
Advisors Asset Management
Colorado
$32.5K +$29.8K +102 New
CT
514
Colonial Trust
South Carolina
$30.9K -$9.06K -31 -24%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$30K +$19.6K +67 +372%
RA
516
Rise Advisors
New York
$29.9K +$27.5K +94 New
CFD
517
Creative Financial Designs
Indiana
$28.7K
PAG
518
Paladin Advisory Group
Iowa
$26.5K
GRP
519
Global Retirement Partners
California
$26.4K
CA
520
Centerpoint Advisors
Massachusetts
$25K
AGWCA
521
Annis Gardner Whiting Capital Advisors
Florida
$23.6K +$21.6K +74 New
NCTC
522
New Covenant Trust Company
Indiana
$23.2K +$21.3K +73 New
JWA
523
JFS Wealth Advisors
Pennsylvania
$22.3K -$292 -1 -1%
RTC
524
Riverview Trust Company
Washington
$21.7K +$19.9K +68 New
LWCFA
525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K +$19.6K +67 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.