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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
BIA
526
Bell Investment Advisors
California
$6.59K -$547 -2 -8%
CFO
527
CVA Family Office
Colorado
$6.32K +$6.29K +23 New
VCM
528
Versant Capital Management
Arizona
$5.77K
HCP
529
Hexagon Capital Partners
Arkansas
$5.5K
Amundi
530
Amundi
France
$5.38K
TWC
531
TD Waterhouse Canada
Ontario, Canada
$5.02K
CAL
532
Capital Advisors Ltd
Ohio
$5K
BWL
533
Bogart Wealth LLC
Virginia
$4.95K
SIS
534
Sound Income Strategies
Florida
$4.95K
SIC
535
SJS Investment Consulting
Ohio
$3.85K
GFPC
536
Global Financial Private Client
Florida
$3.85K
NMM
537
Naples Money Management
Florida
$3.02K +$3.01K +11 New
RCM
538
Raleigh Capital Management
North Carolina
$3.02K +$3.01K +11 New
SWM
539
Spire Wealth Management
Virginia
$2.86K
CWP
540
Concord Wealth Partners
Virginia
$2.75K
GWS
541
Glassman Wealth Services
Virginia
$2.75K
CAM
542
Creekmur Asset Management
Illinois
$2.75K +$2.73K +10 New
QL
543
Quarry LP
New York
$2.47K -$11.2K -41 -82%
BFPW
544
BOK Financial Private Wealth
Colorado
$2.47K +$2.46K +9 New
PFBT
545
Parkside Financial Bank & Trust
Missouri
$2.2K -$547 -2 -20%
PIS
546
POM Investment Strategies
North Carolina
$2.2K +$2.19K +8 New
TFA
547
Transamerica Financial Advisors
Florida
$2K +$1.64K +6 New
MFT
548
Moisand Fitzgerald Tamayo
Florida
$1.92K
PWMG
549
Prestige Wealth Management Group
New Jersey
$1.92K
DPW
550
DiNuzzo Private Wealth
Pennsylvania
$1.92K +$1.92K +7 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.