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CrossAmerica Partners

49 hedge funds and large institutions have $190M invested in CrossAmerica Partners in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

27% more call options, than puts

Call options by funds: $967K | Put options by funds: $759K

3% more capital invested

Capital invested by funds: $185M → $190M (+$5.13M)

0.04% more ownership

Funds ownership: 26.34%26.38% (+0.04%)

8% less funds holding

Funds holding: 5349 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
16
Reduced
12
Closed
7
Calls
$967K
Puts
$759K
Net Calls
+$208K
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$252K
WSFS
27
Wilmington Savings Fund Society
Delaware
$210K
Wells Fargo
28
Wells Fargo
California
$202K -$1.97K -100 -0.9%
AFG
29
American Financial Group
Ohio
$191K -$157K -8,000 -44%
HighTower Advisors
30
HighTower Advisors
Illinois
$191K -$36.6K -1,862 -16%
EVM
31
Eaton Vance Management
Massachusetts
$191K
PTC
32
Philadelphia Trust Company
Pennsylvania
$191K
PI
33
PEAK6 Investments
Illinois
$100K +$103K +5,255 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$96K
SIM
35
Sonora Investment Management
Arizona
$88K +$5.9K +300 +7%
APA
36
American Portfolios Advisors
New York
$80.1K
Citigroup
37
Citigroup
New York
$45K +$40.4K +2,055 +685%
Bank of America
38
Bank of America
North Carolina
$35K -$5.98K -304 -14%
LWA
39
Lenox Wealth Advisors
New York
$28K
AF
40
Allworth Financial
California
$19K
SAM
41
S.A. Mason
Michigan
$19K
Simplex Trading
42
Simplex Trading
Illinois
$18K +$2.28K +116 +14%
PFA
43
Professional Financial Advisors
Nebraska
$17K
CMF
44
Counterpoint Mutual Funds
California
$14K +$13.9K +709 New
VNA
45
Valley National Advisers
Pennsylvania
$8K
SWA
46
Sutton Wealth Advisors
Florida
$7.8K
IA
47
IFP Advisors
Florida
$5K
GWM
48
Geneos Wealth Management
Colorado
$2K
FCMT
49
Founders Capital Management (Texas)
Texas
$1K +$20 +1 +3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
-$725K -39,000 Closed

CAPL Hedge Fund Activity: Q2 2021 in Review

49 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q2 2021, worth a combined $190M — up 2.8% from $185M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CAPL and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Invesco, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $1.04M.

  • 49 institutional investors held CrossAmerica Partners (CAPL) as of Q2 2021, down from 53 in Q1 2021.
  • Funds reported $190M of CrossAmerica Partners stock for Q2 2021, up 2.8% quarter-over-quarter.
  • 3 funds opened new CrossAmerica Partners positions in Q2 2021 and 7 closed out, a net change of -4 holders.
  • The largest CrossAmerica Partners buyer in Q2 2021 was Invesco, an estimated $1.82M added.
  • The largest CrossAmerica Partners seller in Q2 2021 was Morgan Stanley, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2021.