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Casey's General Stores

492 hedge funds and large institutions have $9.15B invested in Casey's General Stores in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 172 increasing their positions, 159 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 24

39% more capital invested

Capital invested by funds: $6.61B → $9.15B (+$2.55B)

13% more funds holding

Funds holding: 435492 (+57)

8% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 159

3% more call options, than puts

Call options by funds: $7.36M | Put options by funds: $7.11M

3.44% less ownership

Funds ownership: 88.49%85.04% (-3.4%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
492
Holders Change
+57
Holders Change %
+13.1%
% of All Funds
7.91%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
87
Increased
172
Reduced
159
Closed
24
Calls
$7.36M
Puts
$7.11M
Net Calls
+$243K
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$2.15B +$3.42K +15 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$851M +$13.7M +59,995 +2%
BlackRock
3
BlackRock
New York
$722M +$29.5M +129,716 +4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$566M -$114M -499,761 -17%
State Street
5
State Street
Massachusetts
$306M -$15.8M -69,272 -5%
ClearBridge Investments
6
ClearBridge Investments
New York
$282M -$29.7M -130,321 -9%
Morgan Stanley
7
Morgan Stanley
New York
$256M +$211M +926,324 +431%
VAM
8
Vontobel Asset Management
New York
$233M -$9.82M -43,128 -4%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$181M -$235M -1,032,983 -56%
Brown Advisory
10
Brown Advisory
Maryland
$158M -$22.5M -98,695 -12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$133M +$86.5M +379,941 +179%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$132M -$16M -70,174 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$120M +$5.66M +24,832 +5%
Goldman Sachs
14
Goldman Sachs
New York
$117M -$40.1M -175,925 -25%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$111M +$1.24M +5,426 +1%
Victory Capital Management
16
Victory Capital Management
Texas
$108M -$313K -1,374 -0.3%
JP Morgan Chase
17
JP Morgan Chase
New York
$104M -$16.3M -71,482 -13%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$89.8M +$37M +162,401 +68%
Norges Bank
19
Norges Bank
Norway
$83M +$6.42M +28,200 +8%
Charles Schwab
20
Charles Schwab
California
$78M +$2.27M +9,988 +3%
CCM
21
Copeland Capital Management
Pennsylvania
$69.1M +$9.41M +41,318 +15%
PRO
22
Pensioenfonds Rail & OV
Netherlands
$63.3M -$25.2M -110,821 -27%
Northern Trust
23
Northern Trust
Illinois
$63M -$1.16M -5,089 -2%
ACA
24
Anchor Capital Advisors
Massachusetts
$61.8M -$1.59M -6,961 -2%
EIP
25
Epoch Investment Partners
New York
$57.2M -$2.56M -11,238 -4%

CASY Hedge Fund Activity: Q4 2022 in Review

492 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q4 2022, worth a combined $9.15B — up 39% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new CASY positions and 24 closed out — a net gain of 63 holders — while 172 added to existing stakes and 159 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $211M. The largest seller was Janus Henderson Group, cutting an estimated $235M.

  • 492 institutional investors held Casey's General Stores (CASY) as of Q4 2022, up from 435 in Q3 2022.
  • Funds reported $9.15B of Casey's General Stores stock for Q4 2022, up 39% quarter-over-quarter.
  • 87 funds opened new Casey's General Stores positions in Q4 2022 and 24 closed out, a net change of +63 holders.
  • The largest Casey's General Stores buyer in Q4 2022 was Morgan Stanley, an estimated $211M added.
  • The largest Casey's General Stores seller in Q4 2022 was Janus Henderson Group, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2022.