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CrossAmerica Partners
CAPL

54 hedge funds and large institutions have $319M invested in CrossAmerica Partners in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

41% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.39M

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

8% more funds holding

Funds holding: 50 → 54 (+4)

7% more capital invested

Capital invested by funds: $299M → $319M (+$19.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.21% less ownership

Funds ownership: 34.79% → 34.58% (-0.21%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
19
Reduced
15
Closed
6
Calls
$1.96M
Puts
$1.39M
Net Calls
+$572K
Net Calls Change
+$3.72M

Top Buyers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
+$6.18M
2
HFA
Harvest Fund Advisors
Pennsylvania
+$3.79M
3
Deutsche Bank
Deutsche Bank
Germany
+$2.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.81M
5
SCM
Shapiro Capital Management
Georgia
+$1.13M

Top Sellers

Rank Fund Capital Flow
1
MLIM
Mountain Lake Investment Management
Florida
-$5.4M
2
Morgan Stanley
Morgan Stanley
New York
-$3.89M
3
TPW
Tiller Private Wealth
Pennsylvania
-$3.57M
4
UBS Group
UBS Group
Switzerland
-$3.29M
5
Goldman Sachs
Goldman Sachs
New York
-$778K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$616K +$38.1K +1,416 +7%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$602K +$594K +22,084 New
BTIS
28
BB&T Investment Services
North Carolina
$559K -$56.1K -2,086 -9%
TYCC
29
Texas Yale Capital Corp
Florida
$545K – – –
BOIA
30
Bush ODonnell Investment Advisors
Missouri
$490K -$16.3K -605 -3%
Wells Fargo
31
Wells Fargo
California
$490K +$44.7K +1,664 +10%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$409K – – –
MWNA
33
Marshall Wace North America
New York
$387K +$386K +14,350 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$382K +$108K +4,000 +40%
Verition Fund Management
35
Verition Fund Management
Connecticut
$382K +$108K +4,000 +40%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$286K +$283K +10,512 New
KACA
37
Kayne Anderson Capital Advisors
California
$272K +$269K +10,000 New
BBA
38
BLB&B Advisors
Pennsylvania
$258K +$255K +9,469 New
Barclays
39
Barclays
United Kingdom
$217K -$27.6K -1,025 -11%
Ameriprise
40
Ameriprise
Minnesota
$214K -$255K -9,471 -55%
LF
41
Lee Financial
Texas
$136K – – –
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41K +$13.6K +507 +52%
SIM
43
Sonora Investment Management
Arizona
$40.9K – – –
LA
44
Legacy Advisors
Pennsylvania
$38K – – –
GWM
45
Geneos Wealth Management
Colorado
$27K – – –
TSW
46
Thompson Siegel & Walmsley
Virginia
$27K +$26.9K +1,000 New
ASN
47
Advisory Services Network
Georgia
$16K +$16.3K +605 New
VNA
48
Valley National Advisers
Pennsylvania
$14K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$14K +$13.4K +500 New
Simplex Trading
50
Simplex Trading
Illinois
$13K -$71.8K -2,671 -85%
1
2
3

CAPL Hedge Fund Activity: Q3 2017 in Review

54 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2017, worth a combined $319M — up 6.6% from $299M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CAPL positions and 6 closed out — a net gain of 4 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $6.18M. The largest seller was Mountain Lake Investment Management, cutting an estimated $5.4M.

  • 54 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2017, up from 50 in Q2 2017.
  • Funds reported $319M of CrossAmerica Partners stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 10 funds opened new CrossAmerica Partners positions in Q3 2017 and 6 closed out, a net change of +4 holders.
  • The largest CrossAmerica Partners buyer in Q3 2017 was OppenheimerFunds, an estimated $6.18M added.
  • The largest CrossAmerica Partners seller in Q3 2017 was Mountain Lake Investment Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q3 2017.