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CrossAmerica Partners
CAPL

Overview Fund Activity

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
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

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$4.66M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.69M
3
ATC
3
Adirondack Trust Company
New York
$123K
4
EVM
4
Eaton Vance Management
Massachusetts
$298K
5
BI
5
Bramshill Investments
Florida
$1.41M

Top Sellers

1
BIAS
1
Beacon Investment Advisory Services
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$893K
3
ClearBridge Investments
3
ClearBridge Investments
New York
$21.3M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$13.3M
5
CWP
5
Capital Wealth Planning
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
26
Philadelphia Trust Company
Pennsylvania
$199K – – –
AFG
27
American Financial Group
Ohio
$199K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$148K +$47.6K +2,400 +47%
Wells Fargo
29
Wells Fargo
California
$140K -$71.1K -3,584 -34%
ATC
30
Adirondack Trust Company
New York
$123K +$123K +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 -$69.3K -3,458 -66%
Bank of America
34
Bank of America
North Carolina
$31K -$6K -300 -16%
LWA
35
Lenox Wealth Advisors
New York
$29K – – –
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$28K +$28K +1,406 New
TRCT
37
Tower Research Capital (TRC)
New York
$27K +$27K +1,341 New
AF
38
Allworth Financial
California
$20K – – –
Simplex Trading
39
Simplex Trading
Illinois
$18K – – –
PFA
40
Professional Financial Advisors
Nebraska
$18K – – –
SWA
41
Sutton Wealth Advisors
Florida
$8.14K – – –
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 +$31 +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
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