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Casey's General Stores
CASY

677 hedge funds and large institutions have $11.9B invested in Casey's General Stores in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 255 increasing their positions, 240 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 57

2% more funds holding

Funds holding: 666 → 677 (+11)

6% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 240

0.96% more ownership

Funds ownership: 84.97% → 85.93% (+0.96%)

1% less capital invested

Capital invested by funds: $12B → $11.9B (-$107M)

36% less funds holding in top 10

Funds holding in top 10: 11 → 7 (-4)

38% less call options, than puts

Call options by funds: $55M | Put options by funds: $88.1M

Holders
677
Holders Change
+11
Holders Change %
+1.65%
% of All Funds
9.72%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
74
Increased
255
Reduced
240
Closed
57
Calls
$55M
Puts
$88.1M
Net Calls
-$33.1M
Net Calls Change
+$13M

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$95.5M
2
Franklin Resources
Franklin Resources
California
+$65.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$56.3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$48.6M
5
BEI
Benjamin Edwards Inc
Missouri
+$46.2M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$71.5M
2
Millennium Management
Millennium Management
New York
-$57.1M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$47.4M
4
Vontobel Holding
Vontobel Holding
Switzerland
-$33M
5
ClearBridge Investments
ClearBridge Investments
New York
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
651
DiNuzzo Private Wealth
Pennsylvania
$3.01K – – –
PIS
652
POM Investment Strategies
North Carolina
$3.01K – – –
AA
653
Addison Advisors
Vermont
$3.01K +$2.99K +8 New
CPG
654
Cornerstone Planning Group
New Jersey
$2.79K – – –
MFT
655
Moisand Fitzgerald Tamayo
Florida
$2.63K – – –
PWMG
656
Prestige Wealth Management Group
New Jersey
$2.63K – – –
WPA
657
West Paces Advisors
Georgia
$2.63K – – –
FGC
658
Financial Gravity Companies
Texas
$2.63K +$2.62K +7 New
RS
659
Rakuten Securities
Japan
$2.25K +$1.12K +3 +100%
TFGT
660
TS Financial Group (TSFG)
Illinois
$2K – – –
TIM
661
Tortoise Investment Management
New York
$1.88K – – –
SWM
662
Spire Wealth Management
Virginia
$1.5K -$748 -2 -33%
MCM
663
Manchester Capital Management
Vermont
$1.5K – – –
S
664
Sachetta
Massachusetts
$1.5K – – –
CPA
665
Capital Performance Advisors
California
$1.5K +$1.5K +4 New
CWC
666
Carolinas Wealth Consulting
North Carolina
$1.29K – – –
TWD
667
True Wealth Design
Ohio
$1.13K +$374 +1 +50%
BGAI
668
Bruce G. Allen Investments
Colorado
$1.13K – – –
KFI
669
Key Financial Inc
Pennsylvania
$1.13K – – –
CA
670
Claris Advisors
Missouri
$1.13K +$1.12K +3 New
FMP
671
Financial Management Professionals
Texas
$1K – – –
CMA
672
Cedar Mountain Advisors
Oregon
$751 – – –
MTIC
673
Missouri Trust & Investment Company
Missouri
$751 – – –
FCM
674
Fourpath Capital Management
Oklahoma
$751 +$748 +2 New
IAIM
675
International Assets Investment Management
Florida
$680 +$95.5M +255,483 New
25 26
27
28 29

CASY Hedge Fund Activity: Q3 2024 in Review

677 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q3 2024, worth a combined $11.9B — down 0.89% from $12B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new CASY positions and 57 closed out — a net gain of 17 holders — while 255 added to existing stakes and 240 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $95.5M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $71.5M sold.

  • 677 institutional investors held Casey's General Stores (CASY) as of Q3 2024, up from 666 in Q2 2024.
  • Funds reported $11.9B of Casey's General Stores stock for Q3 2024, down 0.89% quarter-over-quarter.
  • 74 funds opened new Casey's General Stores positions in Q3 2024 and 57 closed out, a net change of +17 holders.
  • The largest Casey's General Stores buyer in Q3 2024 was International Assets Investment Management, an estimated $95.5M added.
  • The largest Casey's General Stores seller in Q3 2024 was Epoch Investment Partners, an estimated $71.5M sold.

Based on aggregated 13F filings for Q3 2024.