CAPL icon

CrossAmerica Partners
CAPL

Overview Fund Activity

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
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.58M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$13.1M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$258K
4
PI
4
PEAK6 Investments
Illinois
$211K
5
Goldman Sachs
5
Goldman Sachs
New York
$4.66M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$15.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$3.68M
3
SW
3
SVB Wealth
Massachusetts
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$1.83M
5
ACM
5
Advisors Capital Management
New Jersey
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
American Financial Group
Ohio
$191K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$181K -$72.5K -3,800 -29%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$142K – – –
Wells Fargo
29
Wells Fargo
California
$122K -$12.4K -650 -9%
ATC
30
Adirondack Trust Company
New York
$105K – – –
UBS Group
31
UBS Group
Switzerland
$83K -$205K -10,679 -71%
APA
32
American Portfolios Advisors
New York
$80.1K – – –
Bank of America
33
Bank of America
North Carolina
$36K +$5.87K +302 +19%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$36K +$9.18K +481 +34%
LWA
35
Lenox Wealth Advisors
New York
$28K – – –
PFA
36
Professional Financial Advisors
Nebraska
$17K – – –
UB
37
UMB Bank
Missouri
$15K +$15K +800 New
TRCT
38
Tower Research Capital (TRC)
New York
$11K -$14.7K -767 -57%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$8K +$8K +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 -$10.1K -878 -91%
FCMT
44
Founders Capital Management (Texas)
Texas
$1K +$30 +1 +3%
Barclays
45
Barclays
United Kingdom
$1K +$1K +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
1
2