Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Caseys Gen Stores Inc (CASY)

950 + 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
↑ +110
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — CASY

Based on 960 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
960 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 — +33% more funds vs a year ago

fund count last 6Q
+238 new funds entered over the past year (+33% 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 — 58% buying

539 buying386 selling
Last quarter: 539 funds bought or added vs 386 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 (+58 vs last Q)

new funds entering per quarter
Funds opening a new CASY position: 115 → 101 → 126 → 184. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 25% new
493 out of 960 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.
💰

Price up while funds trimmed (+22% value, -11% shares)

Value
+22%
Shares
-11%
Last quarter: total value of institutional CASY holdings rose +22% even though funds reduced share count by 11%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

104 → 115 → 101 → 126 → 184 new funds/Q
New funds entering each quarter: 115 → 101 → 126 → 184. A growing number of institutions are discovering CASY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 14% 1-2yr ■ 30% new
Of 972 current holders: 553 (57%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
61 of 960 holders are among the 100 largest funds by AUM, controlling 45% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — CASY

In 2026 Q1, 539 hedge funds were net buyers of CASY (184 opened a new position, 355 added to an existing one), while 386 reduced or exited (312 trimmed, 74 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in CASY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +110 funds (more new holders than closures). Total institutional holders: 960.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Caseys Gen Stores Inc (CASY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CASY has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
CASY
+23.0%
XLY
+7.0%

CASY outperformed XLY by +16.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CASY
+5.0%
XLY
+0.1%

Since the filing became public, CASY outperformed XLY by +4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

56 top-rated funds 11 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: CASY
950 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 950 850 11.76%
13F Shares 31M 35M -11.4%
Total Value $21.90B $17.89B 22.4%
New Positions 179 126 +53
Increased Positions 347 296 +51
Closed Positions 79 82 -3
Reduced Positions 309 295 +14
Total Calls 8 6 33.33%
Total Puts 10 7 42.86%
PUT/CALL Ratio 1.25 1.17 Bearish

Statistics: CASY

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

950 + investors

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

QUARTER:
Top 25 CASY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paragon Capital Management LLC 7.66% 21,264 $15.5M
2 Jlb & Associates Inc 5.36% 51,318 $37.4M
3 Arkfeld Wealth Strategies, L.L.C. 4.71% 20,196 $14.9M
4 Evexia Wealth LLC 4.07% 20,120 $14.8M
5 Dearborn Partners LLC 3.06% 77,759 $56.6M
6 EULAV Asset Management 3.05% 131,049 $95.4M
7 Anthracite Investment Company, Inc. 2.85% 11,100 $5.7M
8 Beacon Investment Advisors LLC 2.75% 10,024 $7.3M
9 Robbins Farley 2.65% 8,226 $6.0M
10 Liberty One Investment Management, LLC 2.45% 32,706 $23.8M
11 Westview Management dba Westview Investment Advisors 2.44% 6,436 $4.7M
12 Shaker Investments LLC/Oh 2.42% 7,316 $5.3M
13 Leibman Financial Services, Inc. 2.38% 4,449 $3.2M
14 Wd Rutherford LLC 2.36% 7,293 $5.3M
15 Hennessy Advisors Inc 2.31% 88,000 $64.1M
16 ICW Investment Advisors LLC 2.28% 8,664 $6.3M
17 Speece Thorson Capital Group Inc 2.16% 12,998 $9.5M
18 Laidlaw Wealth Management LLC 2.15% 851 $619K
19 Islay Capital Management, LLC 1.99% 5,385 $3.9M
20 Scholtz & Company, LLC 1.98% 5,318 $3.9M
21 Anchor Capital Advisors LLC 1.92% 92,474 $67.3M
22 Orser Capital Management, LLC 1.91% 4,023 $2.9M
23 Torray Investment Partners LLC 1.83% 17,121 $12.5M
24 Barden Capital Management, Inc. 1.75% 2,816 $2.0M
25 Buckhead Capital Management LLC 1.72% 6,263 $4.6M
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 — 11 quarters in a row: For 11 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 — 58% buying: Last quarter: 539 funds bought or added vs 386 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 — 45% AUM from top-100 funds: 61 of 960 holders are among the 100 largest funds by AUM, controlling 45% 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?

51% of holders stayed for 2+ years: 493 out of 960 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.

Is it too late to buy Caseys Gen Stores Inc (CASY) following the 2026 Q1 hedge fund 13F filings?

As of today, CASY has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the XLY sector ETF — an outperformance of +4.9%. Since the quarter end (March 31, 2026), CASY has gained +23.0% vs +7.0% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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