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CrossAmerica Partners

53 hedge funds and large institutions have $185M invested in CrossAmerica Partners in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $429K

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $171M → $185M (+$14.1M)

4% more funds holding

Funds holding: 5153 (+2)

0% more ownership

Funds ownership: 26.34%26.34% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
15
Closed
3
Calls
$1.21M
Puts
$429K
Net Calls
+$782K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
TIS
26
Tortoise Index Solutions
Kansas
$268K -$1.86K -102 -0.7%
VIA
27
Vident Investment Advisory
Georgia
$268K -$1.86K -102 -0.7%
Osaic Holdings
28
Osaic Holdings
Arizona
$261K +$9.35K +513 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$247K -$27.3K -1,500 -10%
HighTower Advisors
30
HighTower Advisors
Illinois
$222K -$492 -27 -0.2%
WSFS
31
Wilmington Savings Fund Society
Delaware
$204K
Wells Fargo
32
Wells Fargo
California
$199K +$1.84K +101 +0.9%
EVM
33
Eaton Vance Management
Massachusetts
$186K
PTC
34
Philadelphia Trust Company
Pennsylvania
$186K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$94K +$4.67K +256 +5%
SIM
36
Sonora Investment Management
Arizona
$80K
APA
37
American Portfolios Advisors
New York
$78K
Bank of America
38
Bank of America
North Carolina
$40K +$39.3K +2,154 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$35K
LWA
40
Lenox Wealth Advisors
New York
$27K
SFS
41
Sowell Financial Services
Arkansas
$20K +$18.2K +1,000 New
AF
42
Allworth Financial
California
$19K
SAM
43
S.A. Mason
Michigan
$19K
PFA
44
Professional Financial Advisors
Nebraska
$17K
Simplex Trading
45
Simplex Trading
Illinois
$15K +$15.2K +831 +4,617%
SWA
46
Sutton Wealth Advisors
Florida
$7.6K
VNA
47
Valley National Advisers
Pennsylvania
$7K
Citigroup
48
Citigroup
New York
$6K
IA
49
IFP Advisors
Florida
$5K
GWM
50
Geneos Wealth Management
Colorado
$3K -$33.7K -1,850 -93%

CAPL Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2021, worth a combined $185M — up 8.2% from $171M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CAPL positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.13M. The largest seller was Mirae Asset Global Investments, cutting an estimated $2.67M.

  • 53 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2021, up from 51 in Q4 2020.
  • Funds reported $185M of CrossAmerica Partners stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 5 funds opened new CrossAmerica Partners positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest CrossAmerica Partners buyer in Q1 2021 was Morgan Stanley, an estimated $3.13M added.
  • The largest CrossAmerica Partners seller in Q1 2021 was Mirae Asset Global Investments, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2021.