We are live on ! Find out more
CAPL icon

CrossAmerica Partners

45 hedge funds and large institutions have $185M invested in CrossAmerica Partners in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $581K

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

3% less capital invested

Capital invested by funds: $190M → $185M (-$5.56M)

1.85% less ownership

Funds ownership: 26.38%24.54% (-1.8%)

8% less funds holding

Funds holding: 4945 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
13
Reduced
11
Closed
8
Calls
$1.3M
Puts
$581K
Net Calls
+$720K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
American Financial Group
Ohio
$199K
PTC
27
Philadelphia Trust Company
Pennsylvania
$199K
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$148K +$45.9K +2,400 +47%
Wells Fargo
29
Wells Fargo
California
$140K -$68.5K -3,584 -34%
ATC
30
Adirondack Trust Company
New York
$123K +$105K +5,500 New
SIM
31
Sonora Investment Management
Arizona
$91K
APA
32
American Portfolios Advisors
New York
$83.5K
PI
33
PEAK6 Investments
Illinois
$36K -$66.1K -3,458 -66%
Bank of America
34
Bank of America
North Carolina
$31K -$5.74K -300 -16%
LWA
35
Lenox Wealth Advisors
New York
$29K
JP Morgan Chase
36
JP Morgan Chase
New York
$28K +$26.9K +1,406 New
TRCT
37
Tower Research Capital (TRC)
New York
$27K +$25.6K +1,341 New
AF
38
Allworth Financial
California
$20K
PFA
39
Professional Financial Advisors
Nebraska
$18K
Simplex Trading
40
Simplex Trading
Illinois
$18K
SWA
41
Sutton Wealth Advisors
Florida
$8.13K
VNA
42
Valley National Advisers
Pennsylvania
$8K
IA
43
IFP Advisors
Florida
$5K
GWM
44
Geneos Wealth Management
Colorado
$2K
FCMT
45
Founders Capital Management (Texas)
Texas
$1K +$19 +1 +3%
BIAS
46
Beacon Investment Advisory Services
New Jersey
-$9.53M -500,000 Closed
CWP
47
Capital Wealth Planning
Florida
-$375K -19,675 Closed
Truist Financial
48
Truist Financial
North Carolina
-$303K -15,910 Closed
Deutsche Bank
49
Deutsche Bank
Germany
-$255K -13,369 Closed
HighTower Advisors
50
HighTower Advisors
Illinois
-$191K -10,068 Closed

CAPL Hedge Fund Activity: Q3 2021 in Review

45 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2021, worth a combined $185M — down 2.9% from $190M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CAPL and 4 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was First Trust Advisors, adding an estimated $344K. The largest seller was Beacon Investment Advisory Services, exiting entirely with an estimated $9.53M sold.

  • 45 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2021, down from 49 in Q2 2021.
  • Funds reported $185M of CrossAmerica Partners stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 4 funds opened new CrossAmerica Partners positions in Q3 2021 and 8 closed out, a net change of -4 holders.
  • The largest CrossAmerica Partners buyer in Q3 2021 was First Trust Advisors, an estimated $344K added.
  • The largest CrossAmerica Partners seller in Q3 2021 was Beacon Investment Advisory Services, an estimated $9.53M sold.

Based on aggregated 13F filings for Q3 2021.