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CrossAmerica Partners

45 hedge funds and large institutions have $172M invested in CrossAmerica Partners in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 4545 (0)

0.76% less ownership

Funds ownership: 24.54%23.78% (-0.76%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

7% less capital invested

Capital invested by funds: $185M → $172M (-$13.2M)

41% less call options, than puts

Call options by funds: $299K | Put options by funds: $508K

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
14
Closed
3
Calls
$299K
Puts
$508K
Net Calls
-$209K
Net Calls Change
-$929K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
26
Philadelphia Trust Company
Pennsylvania
$191K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$181K -$76.9K -3,800 -29%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$142K
Wells Fargo
29
Wells Fargo
California
$122K -$13.2K -650 -9%
ATC
30
Adirondack Trust Company
New York
$105K
UBS Group
31
UBS Group
Switzerland
$83K -$216K -10,679 -71%
APA
32
American Portfolios Advisors
New York
$80.1K
Bank of America
33
Bank of America
North Carolina
$36K +$6.11K +302 +19%
JP Morgan Chase
34
JP Morgan Chase
New York
$36K +$9.74K +481 +34%
LWA
35
Lenox Wealth Advisors
New York
$28K
PFA
36
Professional Financial Advisors
Nebraska
$17K
UB
37
UMB Bank
Missouri
$15K +$16.2K +800 New
TRCT
38
Tower Research Capital (TRC)
New York
$11K -$15.5K -767 -57%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$8K +$8.1K +400 New
SWA
40
Sutton Wealth Advisors
Florida
$7.8K
IA
41
IFP Advisors
Florida
$5K
GWM
42
Geneos Wealth Management
Colorado
$2K
Simplex Trading
43
Simplex Trading
Illinois
$1K -$17.8K -878 -91%
FCMT
44
Founders Capital Management (Texas)
Texas
$1K +$20 +1 +3%
Barclays
45
Barclays
United Kingdom
$1K +$951 +47 New
SW
46
SVB Wealth
Massachusetts
-$485K -24,408 Closed
AF
47
Allworth Financial
California
-$20K -1,000 Closed
VNA
48
Valley National Advisers
Pennsylvania
-$8K -400 Closed

CAPL Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2021, worth a combined $172M — down 7.1% from $185M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CAPL positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $771K. The largest seller was ClearBridge Investments, cutting an estimated $5.04M.

  • 45 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $172M of CrossAmerica Partners stock for Q4 2021, down 7.1% quarter-over-quarter.
  • 4 funds opened new CrossAmerica Partners positions in Q4 2021 and 3 closed out, a net change of +1 holder.
  • The largest CrossAmerica Partners buyer in Q4 2021 was Morgan Stanley, an estimated $771K added.
  • The largest CrossAmerica Partners seller in Q4 2021 was ClearBridge Investments, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2021.