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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
VCM
551
Versant Capital Management
Arizona
$6.69K
HCP
552
Hexagon Capital Partners
Arkansas
$6.37K
MRCM
553
M&R Capital Management
New Jersey
$6.37K +$5.84K +20 New
FGAM
554
Financial Gravity Asset Management
Texas
$6.07K -$12.3K -42 -68%
SAM
555
Smartleaf Asset Management
Massachusetts
$6.05K +$4.97K +17 +850%
AssetMark Inc
556
AssetMark Inc
California
$6.05K +$5.55K +19 New
CAL
557
Capital Advisors Ltd
Ohio
$6K
Amundi
558
Amundi
France
$5.88K
BWL
559
Bogart Wealth LLC
Virginia
$5.73K
SIS
560
Sound Income Strategies
Florida
$5.73K
MG
561
Mather Group
Illinois
$5.5K +$5.84K +20 New
SIC
562
SJS Investment Consulting
Ohio
$4.46K
AFWM
563
Abich Financial Wealth Management
Virginia
$4.46K +$4.09K +14 New
GFPC
564
Global Financial Private Client
Florida
$4.42K
WB
565
Webster Bank
Connecticut
$3.82K +$3.51K +12 New
NMM
566
Naples Money Management
Florida
$3.5K
VWA
567
Valued Wealth Advisors
Utah
$3.5K +$2.63K +9 +450%
CA
568
Continuum Advisory
Idaho
$3.33K +$2.92K +10 New
CWP
569
Concord Wealth Partners
Virginia
$3.19K
SWM
570
Spire Wealth Management
Virginia
$3.19K
WWP
571
WR Wealth Planners
Missouri
$3.19K +$2.92K +10 New
PIS
572
POM Investment Strategies
North Carolina
$2.55K
DPW
573
DiNuzzo Private Wealth
Pennsylvania
$2.23K
MFT
574
Moisand Fitzgerald Tamayo
Florida
$2.23K
PWMG
575
Prestige Wealth Management Group
New Jersey
$2.23K

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.