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Casey's General Stores

360 hedge funds and large institutions have $4.08B invested in Casey's General Stores in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 159 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $37.4M

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

1% less funds holding

Funds holding: 364360 (-4)

7% less capital invested

Capital invested by funds: $4.37B → $4.08B (-$294M)

28% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 159

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
360
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
9.61%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.24%
New
44
Increased
114
Reduced
159
Closed
43
Calls
$47.6M
Puts
$37.4M
Net Calls
+$10.2M
Net Calls Change
+$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$388M +$9.77M +75,913 +2%
BFA
2
BlackRock Fund Advisors
California
$172M +$7.55M +58,661 +4%
VAM
3
Vontobel Asset Management
New York
$153M +$118M +915,147 +282%
JP Morgan Chase
4
JP Morgan Chase
New York
$139M +$20.6M +160,395 +16%
BIT
5
BlackRock Institutional Trust
California
$139M -$695K -5,398 -0.5%
ClearBridge Investments
6
ClearBridge Investments
New York
$132M +$4.06M +31,560 +3%
State Street
7
State Street
Massachusetts
$131M -$1.4M -10,844 -1%
CIC
8
Chilton Investment Company
Connecticut
$120M +$33.3M +258,818 +35%
PIM
9
Perkins Investment Management
Illinois
$119M -$7.49M -58,175 -6%
MCM
10
Melvin Capital Management
New York
$105M +$99.8M +775,000 +775%
JHIU
11
Janus Henderson Investors US
Colorado
$103M +$3.76M +29,184 +4%
Northern Trust
12
Northern Trust
Illinois
$77.8M +$880K +6,836 +1%
Goldman Sachs
13
Goldman Sachs
New York
$77.3M +$53.6M +416,518 +184%
First Trust Advisors
14
First Trust Advisors
Illinois
$76.9M +$80.6M +625,975 +4,466%
EAM
15
Eagle Asset Management
Florida
$67M -$15M -116,230 -17%
ACM
16
Atlanta Capital Management
Georgia
$57.6M -$1.62M -12,617 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$56.6M -$910K -7,066 -1%
Bank of America
18
Bank of America
North Carolina
$56.2M +$16M +124,051 +36%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$51.6M +$14.8M +115,000 +37%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$51M +$2.38M +18,517 +5%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$50.2M -$142K -1,100 -0.3%
TSW
22
Thompson Siegel & Walmsley
Virginia
$49.3M +$15.2M +118,092 +40%
AR
23
Advisory Research
Illinois
$48.2M +$12.6M +98,095 +32%
CCM
24
Copeland Capital Management
Pennsylvania
$46.4M -$7.01M -54,448 -12%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$44.9M -$14.2M -109,991 -23%

CASY Hedge Fund Activity: Q3 2016 in Review

360 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q3 2016, worth a combined $4.08B — down 6.7% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CASY positions and 43 closed out — a net gain of 1 holder — while 114 added to existing stakes and 159 trimmed.

The largest buyer was Vontobel Asset Management, adding an estimated $118M. The largest seller was Bain Capital Public Equity Management, exiting entirely with an estimated $91.5M sold.

  • 360 institutional investors held Casey's General Stores (CASY) as of Q3 2016, down from 364 in Q2 2016.
  • Funds reported $4.08B of Casey's General Stores stock for Q3 2016, down 6.7% quarter-over-quarter.
  • 44 funds opened new Casey's General Stores positions in Q3 2016 and 43 closed out, a net change of +1 holder.
  • The largest Casey's General Stores buyer in Q3 2016 was Vontobel Asset Management, an estimated $118M added.
  • The largest Casey's General Stores seller in Q3 2016 was Bain Capital Public Equity Management, an estimated $91.5M sold.

Based on aggregated 13F filings for Q3 2016.