Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CASEYS GEN STORES INC (CASY)

818 + Investors. Track Smart Money conviction in CASY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
10Q ▲
Buyers last Q
52%

Smart Money Signals — CASY

Based on 806 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added CASY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
806 hedge funds hold CASY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

399 buying366 selling
Last quarter: 399 funds bought or added vs 366 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new CASY position: 93 → 109 → 93 → 121. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new
443 out of 806 hedge funds have held CASY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~121 new funds/quarter

80 → 93 → 109 → 93 → 121 new funds/Q
New funds entering each quarter: 93 → 109 → 93 → 121. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 15% 1-2yr ■ 26% new
Of 818 current holders: 482 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
44 of 806 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in CASY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CASY

How many hedge funds hold CASY — quarterly history vs. share price
Quarterly hedge fund ownership of CASY vs. share price

Market Analysis: CASY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CASY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

92 top-rated funds 10 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: CASY
2026 Q1 Stats Unlock in 22 days 818 + Investors

Track Smart Money conviction in CASY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 818 780 4.87%
13F Shares 35M 32M 8.17%
Total Value $17.72B $18.07B -1.96%
New Positions 121 93 +28
Increased Positions 294 291 +3
Closed Positions 81 77 +4
Reduced Positions 312 316 -4
Total Calls 6 12 -50.0%
Total Puts 7 11 -36.36%
PUT/CALL Ratio 1.17 0.92 Neutral

Statistics: CASY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

818 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CASY. Verified SEC 13F-HR filings.

Top 25 institutional holders of CASY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arkfeld Wealth Strategies, L.L.C. 4.71% 20,196 $14.9M
2 EVEXIA WEALTH LLC 4.07% 20,120 $14.8M
3 Robbins Farley 2.65% 8,226 $6.0M
4 Leibman Financial Services, Inc. 2.38% 4,449 $3.2M
5 WD RUTHERFORD LLC 2.36% 7,293 $5.3M
6 HENNESSY ADVISORS INC 2.31% 88,000 $64.1M
7 ORSER CAPITAL MANAGEMENT, LLC 1.91% 4,023 $2.9M
8 Fruth Investment Management 1.86% 10,244 $7K
9 Barden Capital Management, Inc. 1.75% 2,816 $2.0M
10 AdvisorShares Investments LLC 1.57% 11,843 $8.6M
11 PROMETHIUM ADVISORS,LLC 1.53% 4,062 $3.0M
12 Monument Capital Management 1.40% 7,650 $5.6M
13 Bank of New Hampshire 1.31% 7,863 $5.7M
14 CAPITAL INSIGHT PARTNERS, LLC 1.16% 9,956 $5.5M
15 Smith Salley Wealth Management 1.12% 30,657 $22.3M
16 HOWE & RUSLING INC 1.00% 21,074 $15.3M
17 CPC Advisors, LLC 0.98% 8,290 $6.0M
18 Bath Savings Trust Co 0.83% 10,699 $7.8M
19 DIVIDEND ASSETS CAPITAL, LLC 0.82% 5,650 $4.1M
20 JAMES INVESTMENT RESEARCH, INC. 0.78% 9,557 $7.0M
21 FLP Wealth Management, LLC 0.74% 728 $364K
22 Yorktown Management & Research Co Inc 0.73% 1,200 $873K
23 Trueblood Wealth Management, LLC 0.73% 2,561 $1.9M
24 Fjell Capital, LLC 0.70% 1,252 $911K
25 WEDGE CAPITAL MANAGEMENT L L P/NC 0.70% 51,884 $37.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CASEYS GEN STORES INC (CASY)

What does the Smart Money Trend signal show for CASY?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added CASY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CASY?

Slight buying edge — 52% buying: Last quarter: 399 funds bought or added vs 366 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CASY holders?

Elite ownership — 56% AUM from top-100 funds: 44 of 806 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in CASY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CASY?

55% of holders stayed for 2+ years: 443 out of 806 hedge funds have held CASY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.