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CrossAmerica Partners
CAPL

59 hedge funds and large institutions have $189M invested in CrossAmerica Partners in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

119% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $509K

16% more funds holding

Funds holding: 51 → 59 (+8)

15% more capital invested

Capital invested by funds: $164M → $189M (+$25M)

1.82% more ownership

Funds ownership: 23.09% → 24.92% (+1.8%)

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
19
Reduced
6
Closed
6
Calls
$1.11M
Puts
$509K
Net Calls
+$605K
Net Calls Change
+$719K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$8.03M
2
Mariner
Mariner
Kansas
+$2.23M
3
Morgan Stanley
Morgan Stanley
New York
+$954K
4
First Trust Advisors
First Trust Advisors
Illinois
+$920K
5
Wells Fargo
Wells Fargo
California
+$873K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.47M
2
Citadel Advisors
Citadel Advisors
Florida
-$519K
3
VIA
Vident Investment Advisory
Georgia
-$320K
4
NFSG
Newbridge Financial Services Group
Florida
-$210K
5
LPL Financial
LPL Financial
California
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
IG
26
ING Group
Netherlands
$258K +$257K +13,000 New
SW
27
SVB Wealth
Massachusetts
$247K +$247K +12,470 New
AWM
28
Apollon Wealth Management
South Carolina
$232K +$455 +23 +0.2%
OWA
29
Outlook Wealth Advisors
Texas
$232K – – –
AFG
30
American Financial Group
Ohio
$228K – – –
PTC
31
Philadelphia Trust Company
Pennsylvania
$218K – – –
WSFS
32
Wilmington Savings Fund Society
Delaware
$218K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$185K +$50.6K +2,559 +38%
Bank of America
34
Bank of America
North Carolina
$174K +$120K +6,090 +227%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$168K +$19.8K +1,000 +13%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$143K – – –
ATC
37
Adirondack Trust Company
New York
$109K – – –
HCP
38
Hexagon Capital Partners
Arkansas
$75.4K – – –
PI
39
PEAK6 Investments
Illinois
$46.4K -$91.2K -4,613 -66%
MLA
40
MB, Levis & Associates
Pennsylvania
$16.8K +$16.7K +847 New
UB
41
UMB Bank
Missouri
$16K – – –
TRCT
42
Tower Research Capital (TRC)
New York
$12K +$11.3K +574 New
EWA
43
EverSource Wealth Advisors
Alabama
$10.5K +$10.5K +531 New
CCM
44
Cribstone Capital Management
Maine
$9.94K +$9.9K +501 New
SWA
45
Sutton Wealth Advisors
Florida
$8.11K – – –
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$7.92K – – –
AAG
47
Armstrong Advisory Group
Massachusetts
$7.89K +$7.87K +398 New
CAS
48
Coppell Advisory Solutions
Texas
$4.83K +$4.82K +244 New
CASC
49
Coppell Advisory Solutions Corp
Texas
$4.83K +$4.82K +244 New
IA
50
IFP Advisors
Florida
$4K – – –
1
2
3

CAPL Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2022, worth a combined $189M — up 15% from $164M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CAPL positions and 6 closed out — a net gain of 11 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.03M. The largest seller was Invesco, cutting an estimated $1.47M.

  • 59 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $189M of CrossAmerica Partners stock for Q4 2022, up 15% quarter-over-quarter.
  • 17 funds opened new CrossAmerica Partners positions in Q4 2022 and 6 closed out, a net change of +11 holders.
  • The largest CrossAmerica Partners buyer in Q4 2022 was JP Morgan Chase, an estimated $8.03M added.
  • The largest CrossAmerica Partners seller in Q4 2022 was Invesco, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2022.