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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
BONH
201
Bank of New Hampshire
New Hampshire
$2.27M +$191K +700 +9%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.26M +$178K +651 +9%
SDIC
203
South Dakota Investment Council
South Dakota
$2.25M
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$2.22M +$487K +1,780 +28%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$2.21M
WB
206
West Bancorporation
Iowa
$2.2M
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$2.19M +$185K +676 +9%
PI
208
Putnam Investments
Massachusetts
$2.13M +$2.12M +7,750 New
AG
209
Algert Global
California
$2.13M +$2.12M +7,746 New
Citigroup
210
Citigroup
New York
$2.11M +$477K +1,745 +29%
NMERB
211
New Mexico Educational Retirement Board
New Mexico
$2.09M
QCM
212
Quantinno Capital Management
New York
$2.06M +$2.73K +10 +0.1%
DIA
213
Dean Investment Associates
Ohio
$2.06M -$130K -475 -6%
GF
214
Gabelli Funds
New York
$2.06M
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$2.06M +$949K +3,468 +86%
EGM
216
Engineers Gate Manager
New York
$2.05M +$1.61M +5,878 +368%
DAC
217
Dividend Assets Capital
South Carolina
$2.05M -$91.1K -333 -4%
SIA
218
Sit Investment Associates
Minnesota
$2.01M
PP
219
Prudential plc
United Kingdom
$2.01M -$943K -3,448 -32%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$2M +$607K +2,219 +44%
BCM
221
Bridgeway Capital Management
Texas
$1.99M +$1.98M +7,250 New
CSIC
222
Clifford Swan Investment Counsel
California
$1.95M -$64.3K -235 -3%
DTL
223
Dynamic Technology Lab
Singapore
$1.91M +$1.19M +4,351 +167%
JA
224
JLB & Associates
Michigan
$1.91M +$891K +3,258 +88%
Allianz Asset Management
225
Allianz Asset Management
Germany
$1.91M -$9.3K -34 -0.5%

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.