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CrossAmerica Partners

57 hedge funds and large institutions have $200M invested in CrossAmerica Partners in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $219K

6% more capital invested

Capital invested by funds: $189M → $200M (+$10.9M)

0.43% less ownership

Funds ownership: 24.92%24.48% (-0.43%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 5957 (-2)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
14
Closed
11
Calls
$1.04M
Puts
$219K
Net Calls
+$819K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$359K +$355K +16,708 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$298K +$295K +13,875 New
IG
28
ING Group
Netherlands
$279K
KACA
29
Kayne Anderson Capital Advisors
California
$279K
AWM
30
Apollon Wealth Management
South Carolina
$267K +$14.6K +689 +6%
OWA
31
Outlook Wealth Advisors
Texas
$251K
AFG
32
American Financial Group
Ohio
$247K
AFG
33
Atomi Financial Group
New York
$241K +$239K +11,236 New
SW
34
SVB Wealth
Massachusetts
$239K -$28.5K -1,340 -11%
PTC
35
Philadelphia Trust Company
Pennsylvania
$236K
WSFS
36
Wilmington Savings Fund Society
Delaware
$236K
Osaic Holdings
37
Osaic Holdings
Arizona
$198K -$3.8K -179 -2%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$155K
Bank of America
39
Bank of America
North Carolina
$126K -$61.4K -2,892 -33%
ATC
40
Adirondack Trust Company
New York
$118K
CMF
41
Counterpoint Mutual Funds
California
$111K +$110K +5,179 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$109K -$71.7K -3,375 -40%
HCP
43
Hexagon Capital Partners
Arkansas
$81.7K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$54K +$53.1K +2,500 New
NA
45
NewEdge Advisors
Louisiana
$32.2K
MLA
46
MB, Levis & Associates
Pennsylvania
$18.6K +$425 +20 +2%
UB
47
UMB Bank
Missouri
$17.2K
EWA
48
EverSource Wealth Advisors
Alabama
$11.4K
VNA
49
Valley National Advisers
Pennsylvania
$11K +$10.6K +500 New
SWA
50
Sutton Wealth Advisors
Florida
$8.79K

CAPL Hedge Fund Activity: Q1 2023 in Review

57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2023, worth a combined $200M — up 5.8% from $189M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CAPL and 10 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $1.57M. The largest seller was Mirae Asset Global Investments, cutting an estimated $1.96M.

  • 57 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2023, down from 59 in Q4 2022.
  • Funds reported $200M of CrossAmerica Partners stock for Q1 2023, up 5.8% quarter-over-quarter.
  • 10 funds opened new CrossAmerica Partners positions in Q1 2023 and 11 closed out, a net change of -1 holder.
  • The largest CrossAmerica Partners buyer in Q1 2023 was Blackstone Inc, an estimated $1.57M added.
  • The largest CrossAmerica Partners seller in Q1 2023 was Mirae Asset Global Investments, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2023.