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Casey's General Stores

355 hedge funds and large institutions have $4.08B invested in Casey's General Stores in 2016 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 124 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $78.9M | Put options by funds: $27.4M

87.6% more ownership

Funds ownership: 0%87.6% (+88%)

0% more capital invested

Capital invested by funds: $4.08B → $4.08B (+$5.43M)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

3% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 124

1% less funds holding

Funds holding: 360355 (-5)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
355
Holders Change
-5
Holders Change %
-1.39%
% of All Funds
8.88%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
57
Increased
120
Reduced
124
Closed
58
Calls
$78.9M
Puts
$27.4M
Net Calls
+$51.5M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$387M +$2.66M +22,326 +0.7%
BFA
2
BlackRock Fund Advisors
California
$181M +$10.7M +89,865 +6%
IAM
3
Iridian Asset Management
Connecticut
$168M +$168M +1,412,250 New
JP Morgan Chase
4
JP Morgan Chase
New York
$164M +$25.5M +214,583 +18%
VAM
5
Vontobel Asset Management
New York
$147M -$5.29M -44,500 -4%
BIT
6
BlackRock Institutional Trust
California
$142M +$3.76M +31,628 +3%
ClearBridge Investments
7
ClearBridge Investments
New York
$132M +$1.15M +9,660 +0.9%
State Street
8
State Street
Massachusetts
$126M -$4.35M -36,569 -3%
MCM
9
Melvin Capital Management
New York
$125M +$20.8M +175,000 +20%
CIC
10
Chilton Investment Company
Connecticut
$116M -$3.15M -26,478 -3%
JHIU
11
Janus Henderson Investors US
Colorado
$101M -$928K -7,797 -0.9%
PIM
12
Perkins Investment Management
Illinois
$94.2M -$23.7M -199,037 -20%
Northern Trust
13
Northern Trust
Illinois
$77.3M +$296K +2,489 +0.4%
TSW
14
Thompson Siegel & Walmsley
Virginia
$72.1M +$23.3M +196,173 +48%
EAM
15
Eagle Asset Management
Florida
$64.1M -$2.17M -18,233 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$62.7M +$6.68M +56,153 +12%
Bank of America
17
Bank of America
North Carolina
$58.7M +$3.07M +25,783 +6%
ACM
18
Atlanta Capital Management
Georgia
$58.4M +$1.36M +11,443 +2%
Goldman Sachs
19
Goldman Sachs
New York
$56.1M -$20.4M -171,052 -27%
AR
20
Advisory Research
Illinois
$51.6M +$3.97M +33,385 +8%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$48.5M -$1.96M -16,445 -4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$48.5M +$4.07M +34,243 +9%
AAM
23
Aberdeen Asset Management
United Kingdom
$44M +$1.23M +10,320 +3%
AQR Capital Management
24
AQR Capital Management
Connecticut
$40.6M +$373K +3,136 +0.9%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$40.4M

CASY Hedge Fund Activity: Q4 2016 in Review

355 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q4 2016, worth a combined $4.08B — up 0.13% from $4.08B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of CASY and 57 opened new positions — a net loss of 1 holder — while 124 trimmed existing stakes and 120 added.

The largest buyer was Iridian Asset Management, opening a new position worth an estimated $168M. The largest seller was First Trust Advisors, cutting an estimated $60.9M.

  • 355 institutional investors held Casey's General Stores (CASY) as of Q4 2016, down from 360 in Q3 2016.
  • Funds reported $4.08B of Casey's General Stores stock for Q4 2016, up 0.13% quarter-over-quarter.
  • 57 funds opened new Casey's General Stores positions in Q4 2016 and 58 closed out, a net change of -1 holder.
  • The largest Casey's General Stores buyer in Q4 2016 was Iridian Asset Management, an estimated $168M added.
  • The largest Casey's General Stores seller in Q4 2016 was First Trust Advisors, an estimated $60.9M sold.

Based on aggregated 13F filings for Q4 2016.