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Casey's General Stores
CASY

703 hedge funds and large institutions have $13B invested in Casey's General Stores in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 54

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $11.9B → $13B (+$1.08B)

4% more funds holding

Funds holding: 677 → 703 (+26)

4% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 241

0.37% more ownership

Funds ownership: 85.93% → 86.3% (+0.37%)

51% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $51.4M

Holders
703
Holders Change
+26
Holders Change %
+3.84%
% of All Funds
9.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
93
Increased
251
Reduced
241
Closed
54
Calls
$25.4M
Puts
$51.4M
Net Calls
-$25.9M
Net Calls Change
+$7.17M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$106M
2
Franklin Resources
Franklin Resources
California
+$62.3M
3
UBS Group
UBS Group
Switzerland
+$57.3M
4
BlackRock
BlackRock
New York
+$35M
5
State Street
State Street
Massachusetts
+$25M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$43.3M
2
Vontobel Holding
Vontobel Holding
Switzerland
-$39.6M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$32.3M
4
CAM
Congress Asset Management
Massachusetts
-$25.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
676
DiNuzzo Private Wealth
Pennsylvania
$3.17K – – –
PIS
677
POM Investment Strategies
North Carolina
$3.17K – – –
RS
678
Rakuten Securities
Japan
$3.17K +$806 +2 +33%
CPG
679
Cornerstone Planning Group
New Jersey
$2.94K – – –
FGC
680
Financial Gravity Companies
Texas
$2.77K – – –
MFT
681
Moisand Fitzgerald Tamayo
Florida
$2.77K – – –
PWMG
682
Prestige Wealth Management Group
New Jersey
$2.77K – – –
WPA
683
West Paces Advisors
Georgia
$2.77K – – –
CWC
684
Carolinas Wealth Consulting
North Carolina
$2.5K +$1.21K +3 +75%
SWM
685
Spire Wealth Management
Virginia
$2.38K +$806 +2 +50%
TFGT
686
TS Financial Group (TSFG)
Illinois
$2K – – –
TIM
687
Tortoise Investment Management
New York
$1.98K – – –
MCM
688
Manchester Capital Management
Vermont
$1.58K – – –
S
689
Sachetta
Massachusetts
$1.58K – – –
CFFP
690
Center for Financial Planning
Michigan
$1.58K +$1.61K +4 New
BGAI
691
Bruce G. Allen Investments
Colorado
$1.19K – – –
FMP
692
Financial Management Professionals
Texas
$1.19K – – –
KFI
693
Key Financial Inc
Pennsylvania
$1.19K – – –
TWD
694
True Wealth Design
Ohio
$1.19K – – –
CMA
695
Cedar Mountain Advisors
Oregon
$793 – – –
HWA
696
HHM Wealth Advisors
Tennessee
$793 +$806 +2 New
MAS
697
MPWM Advisory Solutions
Georgia
$792 +$806 +2 New
OSNBOA
698
Old Second National Bank of Aurora
Illinois
$792 +$806 +2 New
TFM
699
TFC Financial Management
Massachusetts
$397 – – –
KBFS
700
Kohmann Bosshard Financial Services
Ohio
$396 +$403 +1 New
26 27
28
29 30

CASY Hedge Fund Activity: Q4 2024 in Review

703 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q4 2024, worth a combined $13B — up 9.1% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CASY positions and 54 closed out — a net gain of 39 holders — while 251 added to existing stakes and 241 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $106M. The largest seller was ClearBridge Investments, cutting an estimated $43.3M.

  • 703 institutional investors held Casey's General Stores (CASY) as of Q4 2024, up from 677 in Q3 2024.
  • Funds reported $13B of Casey's General Stores stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 93 funds opened new Casey's General Stores positions in Q4 2024 and 54 closed out, a net change of +39 holders.
  • The largest Casey's General Stores buyer in Q4 2024 was Wellington Management Group, an estimated $106M added.
  • The largest Casey's General Stores seller in Q4 2024 was ClearBridge Investments, an estimated $43.3M sold.

Based on aggregated 13F filings for Q4 2024.