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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
IHWM
526
Iron Horse Wealth Management
Iowa
$20.8K +$7.3K +25 +63%
CIAS
527
CBIZ Investment Advisory Services
Ohio
$20.7K +$19K +65 New
CCA
528
Criterion Capital Advisors
Tennessee
$19.1K -$1.75K -6 -9%
Jones Financial Companies
529
Jones Financial Companies
Missouri
$18.9K +$9.64K +33 +127%
ST
530
Smithfield Trust
Pennsylvania
$17K
C
531
Covestor
United Kingdom
$16K -$292 -1 -2%
CA
532
Clearstead Advisors
Ohio
$15.3K +$2.92K +10 +29%
NS
533
NBC Securities
Alabama
$15K
FFC
534
First Financial Corp
Indiana
$14.6K -$78.6K -269 -85%
RDIA
535
RE Dickinson Investment Advisors
Iowa
$14K +$2.04K +7 +18%
Mitsubishi UFJ Asset Management
536
Mitsubishi UFJ Asset Management
Japan
$12.4K
FFA
537
Frazier Financial Advisors
Ohio
$12.1K -$2.04K -7 -16%
GA
538
GoalVest Advisory
New York
$10.8K +$9.93K +34 New
EWA
539
EverSource Wealth Advisors
Alabama
$10.5K +$2.34K +8 +32%
MTC
540
Matrix Trust Company
Colorado
$10K +$8.77K +30 New
PWMG
541
Private Wealth Management Group
New Jersey
$9.87K
CAM
542
Creekmur Asset Management
Illinois
$9.55K +$5.84K +20 +200%
HCM
543
Highlander Capital Management
New Jersey
$8.92K +$8.18K +28 New
IA
544
IFP Advisors
Florida
$8.92K -$7.01K -24 -46%
PFBT
545
Parkside Financial Bank & Trust
Missouri
$8.28K +$5.26K +18 +225%
WTA
546
Washington Trust Advisors
Massachusetts
$8.28K
LI
547
LRI Investments
Florida
$8.28K +$7.6K +26 New
TC
548
Truvestments Capital
Florida
$7.96K +$7.3K +25 New
CFO
549
CVA Family Office
Colorado
$7.32K
BIA
550
Bell Investment Advisors
California
$7.01K -$584 -2 -8%

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.