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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
CPG
551
Cornerstone Planning Group
New Jersey
$1.92K
IFAM
552
Institutional & Family Asset Management
Colorado
$1.1K
MCM
553
Manchester Capital Management
Vermont
$1.1K
VWM
554
Venturi Wealth Management
Texas
$1.1K +$1.09K +4 New
FMP
555
Financial Management Professionals
Texas
$1K
TFGT
556
TS Financial Group (TSFG)
Illinois
$1K
TWP
557
TFO Wealth Partners
Ohio
$824
BGAI
558
Bruce G. Allen Investments
Colorado
$824 +$821 +3 New
HI
559
Horizon Investments
North Carolina
$823 +$274 +1 +50%
PI
560
PEAK6 Investments
Illinois
$604
CMA
561
Cedar Mountain Advisors
Oregon
$549
MTIC
562
Missouri Trust & Investment Company
Missouri
$549
GWM
563
Geneos Wealth Management
Colorado
$549 +$547 +2 New
VWA
564
Valued Wealth Advisors
Utah
$544 +$547 +2 New
RS
565
Rakuten Securities
Japan
$275 +$274 +1 New
CAM
566
Close Asset Management
United Kingdom
-$41.5M -152,738 Closed
HAI
567
Hennessy Advisors Inc
California
-$21M -77,400 Closed
ECM
568
Element Capital Management
New York
-$6.13M -22,565 Closed
TF
569
Trek Financial
Arizona
-$4.86M -17,898 Closed
BCC
570
Bridge City Capital
Oregon
-$4.19M -15,433 Closed
EGI
571
EAM Global Investors
California
-$3.71M -13,668 Closed
HF
572
HRT Financial
New York
-$3.3M -12,140 Closed
EF
573
Empowered Funds
Pennsylvania
-$2.21M -8,143 Closed
MC
574
Maverick Capital
Texas
-$2M -7,371 Closed
BCM
575
Bayesian Capital Management
New York
-$1.65M -6,090 Closed

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.