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CrossAmerica Partners

58 hedge funds and large institutions have $179M invested in CrossAmerica Partners in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $932K | Put options by funds: $498K

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 5758 (+1)

0.58% less ownership

Funds ownership: 24.48%23.9% (-0.58%)

10% less capital invested

Capital invested by funds: $200M → $179M (-$20.9M)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
11
Closed
4
Calls
$932K
Puts
$498K
Net Calls
+$434K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$363K -$3.37M -167,896 -90%
GCP
27
GSA Capital Partners
United Kingdom
$354K +$361K +17,993 New
TIS
28
Tortoise Index Solutions
Kansas
$338K -$38.4K -1,917 -10%
ETC
29
Exchange Traded Concepts
Oklahoma
$338K +$344K +17,148 New
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$335K +$6.02K +300 +2%
AWM
31
Apollon Wealth Management
South Carolina
$262K +$17.6K +880 +7%
KACA
32
Kayne Anderson Capital Advisors
California
$256K
OWA
33
Outlook Wealth Advisors
Texas
$230K
AFG
34
American Financial Group
Ohio
$227K
AFG
35
Atomi Financial Group
New York
$221K
PTC
36
Philadelphia Trust Company
Pennsylvania
$217K
WSFS
37
Wilmington Savings Fund Society
Delaware
$217K
SW
38
SVB Wealth
Massachusetts
$198K -$21.9K -1,090 -10%
Osaic Holdings
39
Osaic Holdings
Arizona
$175K -$4.95K -247 -3%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$142K
CMF
41
Counterpoint Mutual Funds
California
$125K +$23.1K +1,153 +22%
ATC
42
Adirondack Trust Company
New York
$113K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$101K
Bank of America
44
Bank of America
North Carolina
$93.7K -$22.6K -1,128 -19%
HCP
45
Hexagon Capital Partners
Arkansas
$74.9K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$49K
NA
47
NewEdge Advisors
Louisiana
$29.6K
MLA
48
MB, Levis & Associates
Pennsylvania
$17.6K +$481 +24 +3%
UB
49
UMB Bank
Missouri
$15.8K
AAG
50
Armstrong Advisory Group
Massachusetts
$12.8K +$5.01K +250 +63%

CAPL Hedge Fund Activity: Q2 2023 in Review

58 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q2 2023, worth a combined $179M — down 10% from $200M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CAPL positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $582K. The largest seller was Advisors Capital Management, exiting entirely with an estimated $3.8M sold.

  • 58 institutional investors held CrossAmerica Partners (CAPL) as of Q2 2023, up from 57 in Q1 2023.
  • Funds reported $179M of CrossAmerica Partners stock for Q2 2023, down 10% quarter-over-quarter.
  • 5 funds opened new CrossAmerica Partners positions in Q2 2023 and 4 closed out, a net change of +1 holder.
  • The largest CrossAmerica Partners buyer in Q2 2023 was BNP Paribas Financial Markets, an estimated $582K added.
  • The largest CrossAmerica Partners seller in Q2 2023 was Advisors Capital Management, an estimated $3.8M sold.

Based on aggregated 13F filings for Q2 2023.