Casey's General Stores
CASY
595 hedge funds and large institutions have $10.2B invested in Casey's General Stores in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 200 increasing their positions, 204 reducing their positions, and 73 closing their positions.
41% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 73
17% more capital invested
Capital invested by funds: $8.7B → $10.2B (+$1.5B)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
5% more funds holding
Funds holding: 567 → 595 (+28)
1.19% more ownership
Funds ownership: 85.25% → 86.43% (+1.2%)
2% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 204
32% less call options, than puts
Call options by funds: $32.1M | Put options by funds: $47.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$103M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$45.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$75.1M |
| 2 |
Millennium Management
New York
|
-$51.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$23.3M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$22.1M |
CASY Hedge Fund Activity: Q1 2024 in Review
595 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Casey's General Stores (CASY) for Q1 2024, worth a combined $10.2B — up 17% from $8.7B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new CASY positions and 73 closed out — a net gain of 30 holders — while 200 added to existing stakes and 204 trimmed.
The largest buyer was Congress Asset Management, opening a new position worth an estimated $103M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $75.1M sold.
- 595 institutional investors held Casey's General Stores (CASY) as of Q1 2024, up from 567 in Q4 2023.
- Funds reported $10.2B of Casey's General Stores stock for Q1 2024, up 17% quarter-over-quarter.
- 103 funds opened new Casey's General Stores positions in Q1 2024 and 73 closed out, a net change of +30 holders.
- The largest Casey's General Stores buyer in Q1 2024 was Congress Asset Management, an estimated $103M added.
- The largest Casey's General Stores seller in Q1 2024 was Point72 Asset Management, an estimated $75.1M sold.
Based on aggregated 13F filings for Q1 2024.