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Casey's General Stores

250 hedge funds and large institutions have $2.98B invested in Casey's General Stores in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 85 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

5% more funds holding

Funds holding: 237250 (+13)

9% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 85

2% less capital invested

Capital invested by funds: $3.05B → $2.98B (-$65.5M)

37% less call options, than puts

Call options by funds: $333K | Put options by funds: $532K

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
250
Holders Change
+13
Holders Change %
+5.49%
% of All Funds
6.66%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
36
Increased
93
Reduced
85
Closed
20
Calls
$333K
Puts
$532K
Net Calls
-$199K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$262M +$7M +77,744 +3%
PIM
2
Perkins Investment Management
Illinois
$209M -$73M -811,034 -26%
BFA
3
BlackRock Fund Advisors
California
$207M +$9.96M +110,683 +5%
ClearBridge Investments
4
ClearBridge Investments
New York
$118M -$1.85M -20,498 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$109M +$2.67M +29,689 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$95.5M -$6.66M -73,955 -7%
CWAM
7
Columbia Wanger Asset Management
Illinois
$93.3M -$39.4M -437,361 -30%
State Street
8
State Street
Massachusetts
$89.7M -$1.68M -18,620 -2%
BIT
9
BlackRock Institutional Trust
California
$88.3M +$7.43M +82,487 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$85.6M -$2.42M -26,904 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$82.6M +$4.23M +47,024 +5%
JHIU
12
Janus Henderson Investors US
Colorado
$73.9M -$3.86M -42,901 -5%
Northern Trust
13
Northern Trust
Illinois
$65.8M +$2.13M +23,707 +3%
CIP
14
Champlain Investment Partners
Vermont
$60.1M -$19.7M -219,105 -25%
GC
15
GW Capital
Washington
$56.9M -$475K -5,271 -0.8%
Ameriprise
16
Ameriprise
Minnesota
$47.1M +$2.43M +27,007 +5%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$42.7M -$3M -33,376 -7%
ACM
18
Atlanta Capital Management
Georgia
$42.1M +$1.58M +17,573 +4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$40.2M +$315K +3,500 +0.8%
GI
20
GAMCO Investors
Connecticut
$39.7M -$2.09M -23,200 -5%
HCM
21
Hodges Capital Management
Texas
$34.5M -$941K -10,450 -3%
SM
22
Stratton Management
Pennsylvania
$33.2M
KCM
23
Kennedy Capital Management
Missouri
$32.2M -$3.21M -35,703 -9%
CCM
24
Copeland Capital Management
Pennsylvania
$32.1M +$2.1M +23,329 +7%
GF
25
Gabelli Funds
New York
$31.4M -$360K -4,000 -1%

CASY Hedge Fund Activity: Q1 2015 in Review

250 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q1 2015, worth a combined $2.98B — down 2.2% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CASY positions and 20 closed out — a net gain of 16 holders — while 93 added to existing stakes and 85 trimmed.

The largest buyer was Melvin Capital Management, opening a new position worth an estimated $31.2M. The largest seller was Perkins Investment Management, cutting an estimated $73M.

  • 250 institutional investors held Casey's General Stores (CASY) as of Q1 2015, up from 237 in Q4 2014.
  • Funds reported $2.98B of Casey's General Stores stock for Q1 2015, down 2.2% quarter-over-quarter.
  • 36 funds opened new Casey's General Stores positions in Q1 2015 and 20 closed out, a net change of +16 holders.
  • The largest Casey's General Stores buyer in Q1 2015 was Melvin Capital Management, an estimated $31.2M added.
  • The largest Casey's General Stores seller in Q1 2015 was Perkins Investment Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2015.