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CrossAmerica Partners

57 hedge funds and large institutions have $273M invested in CrossAmerica Partners in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

48% more call options, than puts

Call options by funds: $786K | Put options by funds: $532K

6% more funds holding

Funds holding: 5457 (+3)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

0.77% less ownership

Funds ownership: 34.58%33.81% (-0.77%)

14% less capital invested

Capital invested by funds: $319M → $273M (-$46.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
19
Reduced
19
Closed
7
Calls
$786K
Puts
$532K
Net Calls
+$254K
Net Calls Change
-$318K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Arrow Investment Advisors
Maryland
$618K -$87.5K -3,500 -12%
CS
27
Credit Suisse
Switzerland
$612K -$84.8K -3,394 -12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$535K -$3.05K -122 -0.5%
BTIS
29
BB&T Investment Services
North Carolina
$479K -$9.05K -362 -2%
TYCC
30
Texas Yale Capital Corp
Florida
$475K
Wells Fargo
31
Wells Fargo
California
$466K +$41.9K +1,678 +9%
VF
32
Virtu Financial
New York
$391K +$412K +16,465 New
BOIA
33
Bush ODonnell Investment Advisors
Missouri
$356K -$75K -3,000 -17%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$356K
KACA
35
Kayne Anderson Capital Advisors
California
$356K +$125K +5,000 +50%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$311K +$64.3K +2,571 +24%
BBA
37
BLB&B Advisors
Pennsylvania
$267K +$44K +1,759 +19%
MWNA
38
Marshall Wace North America
New York
$228K -$119K -4,744 -33%
Barclays
39
Barclays
United Kingdom
$144K -$46.7K -1,870 -24%
LF
40
Lee Financial
Texas
$119K
SWP
41
Stratos Wealth Partners
Ohio
$119K +$125K +5,000 New
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$93K +$98.4K +3,935 New
APA
43
American Portfolios Advisors
New York
$65.9K +$69.4K +2,775 New
TIS
44
Tortoise Index Solutions
Kansas
$52K +$54.2K +2,170 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41K +$6K +240 +16%
Group One Trading
46
Group One Trading
Illinois
$38K +$40K +1,600 New
SIM
47
Sonora Investment Management
Arizona
$35.6K
LA
48
Legacy Advisors
Pennsylvania
$33K
GWM
49
Geneos Wealth Management
Colorado
$23K
VNA
50
Valley National Advisers
Pennsylvania
$12K

CAPL Hedge Fund Activity: Q4 2017 in Review

57 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2017, worth a combined $273M — down 14% from $319M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CAPL positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $76.5M. The largest seller was Mountain Lake Investment Management, cutting an estimated $5.85M.

  • 57 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2017, up from 54 in Q3 2017.
  • Funds reported $273M of CrossAmerica Partners stock for Q4 2017, down 14% quarter-over-quarter.
  • 11 funds opened new CrossAmerica Partners positions in Q4 2017 and 7 closed out, a net change of +4 holders.
  • The largest CrossAmerica Partners buyer in Q4 2017 was Blackstone Inc, an estimated $76.5M added.
  • The largest CrossAmerica Partners seller in Q4 2017 was Mountain Lake Investment Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2017.