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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
Franklin Resources
101
Franklin Resources
California
$10.9M +$6.31M +23,052 +140%
BC
102
Burney Company
Virginia
$10.7M +$10.6M +38,851 New
Barclays
103
Barclays
United Kingdom
$10.5M +$4.45M +16,282 +74%
SEI Investments
104
SEI Investments
Pennsylvania
$10.4M +$2.16M +7,909 +26%
CSS
105
Cubist Systematic Strategies
Connecticut
$10.2M +$2.56M +9,364 +34%
CAMG
106
CWA Asset Management Group
Florida
$9.94M -$1.01M -3,704 -9%
LPL Financial
107
LPL Financial
California
$9.54M +$902K +3,296 +10%
Squarepoint
108
Squarepoint
New York
$9.51M +$8.53M +31,170 +909%
BCIM
109
British Columbia Investment Management
British Columbia, Canada
$9.34M -$547K -2,000 -6%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$8.92M -$325K -1,190 -4%
TPSF
111
Texas Permanent School Fund
Texas
$8.84M +$120K +438 +1%
WP
112
WealthPLAN Partners
Nebraska
$8.72M +$477K +1,745 +6%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$8.61M +$1.92M +7,025 +29%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.5M -$270K -988 -3%
ACIM
115
Azimuth Capital Investment Management
Michigan
$8.5M +$8.46M +30,930 New
LI
116
Leeward Investments
Massachusetts
$8.41M -$225K -821 -3%
STCG
117
Speece Thorson Capital Group
Minnesota
$8.32M +$47.9K +175 +0.6%
SAM
118
Scopus Asset Management
New York
$8.1M -$2.05M -7,500 -20%
PCMK
119
Paragon Capital Management (Kansas)
Kansas
$8.02M -$130K -476 -2%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$8.01M +$331K +1,211 +4%
Assenagon Asset Management
121
Assenagon Asset Management
Luxembourg
$7.97M +$7.93M +29,002 New
GIA
122
Gateway Investment Advisers
Ohio
$7.85M -$785K -2,870 -9%
TSW
123
Thompson Siegel & Walmsley
Virginia
$6.97M -$1.16M -4,252 -14%
AB
124
Amalgamated Bank
New York
$6.88M -$399K -1,458 -6%
WT
125
Whittier Trust
California
$6.36M +$184K +673 +3%

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.