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CrossAmerica Partners
CAPL

50 hedge funds and large institutions have $86.8M invested in CrossAmerica Partners in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

76% more call options, than puts

Call options by funds: $757K | Put options by funds: $430K

22% more funds holding

Funds holding: 41 → 50 (+9)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

1.08% less ownership

Funds ownership: 30.17% → 29.09% (-1.1%)

54% less capital invested

Capital invested by funds: $188M → $86.8M (-$101M)

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
13
Reduced
14
Closed
5
Calls
$757K
Puts
$430K
Net Calls
+$327K
Net Calls Change
+$276K

Top Buyers

Rank Fund Capital Flow
1
BIAS
Beacon Investment Advisory Services
New Jersey
+$8.18M
2
ClearBridge Investments
ClearBridge Investments
New York
+$6.06M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$809K
4
ACM
Advisors Capital Management
New Jersey
+$710K
5
Cohen & Steers
Cohen & Steers
New York
+$681K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$9.34M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.06M
3
FTCM
First Trust Capital Management
Illinois
-$856K
4
MOACM
Mutual of America Capital Management
New York
-$608K
5
Morgan Stanley
Morgan Stanley
New York
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$99K -$2.09K -128 -1%
WSFS
27
Wilmington Savings Fund Society
Delaware
$89K +$180K +11,000 New
PTC
28
Philadelphia Trust Company
Pennsylvania
$81K +$164K +10,000 New
Osaic Holdings
29
Osaic Holdings
Arizona
$75K +$152K +9,319 New
TIS
30
Tortoise Index Solutions
Kansas
$46K -$12.3K -750 -12%
JP Morgan Chase
31
JP Morgan Chase
New York
$46K +$93.4K +5,714 New
Wells Fargo
32
Wells Fargo
California
$44K +$10.8K +663 +14%
SIM
33
Sonora Investment Management
Arizona
$39K -$57.2K -3,500 -42%
APA
34
American Portfolios Advisors
New York
$33.9K – – –
First Manhattan
35
First Manhattan
New York
$32K +$65K +3,974 New
Deutsche Bank
36
Deutsche Bank
Germany
$28K -$10.5K -643 -16%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$15K +$16.4K +1,000 +125%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$15K +$29.4K +1,800 New
LWA
39
Lenox Wealth Advisors
New York
$12K – – –
OSNBOA
40
Old Second National Bank of Aurora
Illinois
$11K – – –
GWM
41
Geneos Wealth Management
Colorado
$9K – – –
AF
42
Allworth Financial
California
$8K +$16.4K +1,000 New
SWA
43
Sutton Wealth Advisors
Florida
$3.3K – – –
IA
44
IFP Advisors
Florida
$3K +$98 +6 +3%
VNA
45
Valley National Advisers
Pennsylvania
$3K +$6.54K +400 New
Group One Trading
46
Group One Trading
Illinois
$2K +$4.91K +300 New
AF
47
Advisornet Financial
Minnesota
$1K – – –
TI
48
tru Independence
Oregon
$10 – – –
FTCM
49
First Trust Capital Management
Illinois
– -$856K -47,439 Closed
AIA
50
Arrow Investment Advisors
Maryland
– -$471K -26,074 Closed
1
2
3

CAPL Hedge Fund Activity: Q1 2020 in Review

50 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2020, worth a combined $86.8M — down 54% from $188M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CAPL positions and 5 closed out — a net gain of 11 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Beacon Investment Advisory Services, opening a new position worth an estimated $8.18M. The largest seller was Goldman Sachs, cutting an estimated $9.34M.

  • 50 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2020, up from 41 in Q4 2019.
  • Funds reported $86.8M of CrossAmerica Partners stock for Q1 2020, down 54% quarter-over-quarter.
  • 16 funds opened new CrossAmerica Partners positions in Q1 2020 and 5 closed out, a net change of +11 holders.
  • The largest CrossAmerica Partners buyer in Q1 2020 was Beacon Investment Advisory Services, an estimated $8.18M added.
  • The largest CrossAmerica Partners seller in Q1 2020 was Goldman Sachs, an estimated $9.34M sold.

Based on aggregated 13F filings for Q1 2020.