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CrossAmerica Partners
CAPL

51 hedge funds and large institutions have $171M invested in CrossAmerica Partners in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,295% more call options, than puts

Call options by funds: $907K | Put options by funds: $65K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $146M → $171M (+$25.4M)

6% more funds holding

Funds holding: 48 → 51 (+3)

0.43% more ownership

Funds ownership: 25.91% → 26.34% (+0.43%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
14
Closed
6
Calls
$907K
Puts
$65K
Net Calls
+$842K
Net Calls Change
+$418K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$3.19M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.71M
3
Morgan Stanley
Morgan Stanley
New York
+$862K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$374K
5
Citadel Advisors
Citadel Advisors
Florida
+$208K

Top Sellers

Rank Fund Capital Flow
1
Rafferty Asset Management
Rafferty Asset Management
New York
-$1.77M
2
Invesco
Invesco
Georgia
-$832K
3
UBS Group
UBS Group
Switzerland
-$508K
4
Goldman Sachs
Goldman Sachs
New York
-$213K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$233K +$7.95K +495 +4%
Citadel Advisors
27
Citadel Advisors
Florida
$222K +$208K +12,952 New
HighTower Advisors
28
HighTower Advisors
Illinois
$206K -$1.86K -116 -1%
WSFS
29
Wilmington Savings Fund Society
Delaware
$189K – – –
Wells Fargo
30
Wells Fargo
California
$182K -$8.04K -501 -4%
SW
31
SVB Wealth
Massachusetts
$177K +$165K +10,290 New
PTC
32
Philadelphia Trust Company
Pennsylvania
$172K – – –
EVM
33
Eaton Vance Management
Massachusetts
$172K +$161K +10,000 New
KCM
34
Kathmere Capital Management
Pennsylvania
$91K +$2.25K +140 +3%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$82K -$52.7K -3,282 -41%
SIM
36
Sonora Investment Management
Arizona
$74K – – –
APA
37
American Portfolios Advisors
New York
$72.1K – – –
CAAS
38
Capital Asset Advisory Services
Michigan
$55K +$51K +3,179 New
GWM
39
Geneos Wealth Management
Colorado
$38K +$16.1K +1,000 +100%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$31K – – –
LWA
41
Lenox Wealth Advisors
New York
$25K – – –
AF
42
Allworth Financial
California
$17K – – –
SAM
43
S.A. Mason
Michigan
$17K +$16.1K +1,000 New
PFA
44
Professional Financial Advisors
Nebraska
$15K – – –
Group One Trading
45
Group One Trading
Illinois
$9K +$8.03K +500 New
SWA
46
Sutton Wealth Advisors
Florida
$7.02K – – –
VNA
47
Valley National Advisers
Pennsylvania
$7K – – –
Citigroup
48
Citigroup
New York
$5K +$4.82K +300 New
IA
49
IFP Advisors
Florida
$4K – – –
FCMT
50
Founders Capital Management (Texas)
Texas
$1K +$466 +29 New
1
2
3

CAPL Hedge Fund Activity: Q4 2020 in Review

51 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2020, worth a combined $171M — up 17% from $146M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CAPL positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $3.19M. The largest seller was Rafferty Asset Management, exiting entirely with an estimated $1.77M sold.

  • 51 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $171M of CrossAmerica Partners stock for Q4 2020, up 17% quarter-over-quarter.
  • 9 funds opened new CrossAmerica Partners positions in Q4 2020 and 6 closed out, a net change of +3 holders.
  • The largest CrossAmerica Partners buyer in Q4 2020 was First Trust Advisors, an estimated $3.19M added.
  • The largest CrossAmerica Partners seller in Q4 2020 was Rafferty Asset Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2020.