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CrossAmerica Partners

51 hedge funds and large institutions have $164M invested in CrossAmerica Partners in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

11% more funds holding

Funds holding: 4651 (+5)

0.56% less ownership

Funds ownership: 23.65%23.09% (-0.56%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

10% less capital invested

Capital invested by funds: $181M → $164M (-$17.7M)

16% less call options, than puts

Call options by funds: $583K | Put options by funds: $697K

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
13
Closed
2
Calls
$583K
Puts
$697K
Net Calls
-$114K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
26
Newbridge Financial Services Group
Florida
$210K +$232K +11,236 New
PTC
27
Philadelphia Trust Company
Pennsylvania
$206K
WSFS
28
Wilmington Savings Fund Society
Delaware
$206K
PAG
29
Private Advisor Group
New Jersey
$189K +$209K +10,128 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$139K -$28.7K -1,393 -16%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$135K -$5.28K -256 -3%
PI
32
PEAK6 Investments
Illinois
$130K +$143K +6,952 New
Osaic Holdings
33
Osaic Holdings
Arizona
$128K -$203K -9,842 -59%
ATC
34
Adirondack Trust Company
New York
$103K
APA
35
American Portfolios Advisors
New York
$78.5K
HCP
36
Hexagon Capital Partners
Arkansas
$71K
Bank of America
37
Bank of America
North Carolina
$51K +$14.4K +700 +35%
MBFW
38
Morton Brown Family Wealth
Pennsylvania
$35K +$38.3K +1,858 New
Wells Fargo
39
Wells Fargo
California
$27K -$107K -5,204 -78%
Simplex Trading
40
Simplex Trading
Illinois
$24K +$25.4K +1,231 +1,184%
UBS Group
41
UBS Group
Switzerland
$22K -$10K -486 -29%
PFA
42
Professional Financial Advisors
Nebraska
$17K
UB
43
UMB Bank
Missouri
$15K
SWA
44
Sutton Wealth Advisors
Florida
$7.64K
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$7K
IA
46
IFP Advisors
Florida
$4K
PTC
47
Private Trust Company
Ohio
$4K
GWM
48
Geneos Wealth Management
Colorado
$4K +$5.16K +250 New
FCMT
49
Founders Capital Management (Texas)
Texas
$1K +$21 +1 +3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$316 +$37.1K +1,800 +14%

CAPL Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2022, worth a combined $164M — down 9.7% from $181M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CAPL positions and 2 closed out — a net gain of 6 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $800K. The largest seller was Invesco, cutting an estimated $1.37M.

  • 51 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2022, up from 46 in Q2 2022.
  • Funds reported $164M of CrossAmerica Partners stock for Q3 2022, down 9.7% quarter-over-quarter.
  • 8 funds opened new CrossAmerica Partners positions in Q3 2022 and 2 closed out, a net change of +6 holders.
  • The largest CrossAmerica Partners buyer in Q3 2022 was LPL Financial, an estimated $800K added.
  • The largest CrossAmerica Partners seller in Q3 2022 was Invesco, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2022.