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CrossAmerica Partners
CAPL

57 hedge funds and large institutions have $210M invested in CrossAmerica Partners in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $718K

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $195M → $210M (+$15.5M)

2% more funds holding

Funds holding: 56 → 57 (+1)

0.64% more ownership

Funds ownership: 23.62% → 24.25% (+0.64%)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
10
Closed
4
Calls
$1.75M
Puts
$718K
Net Calls
+$1.03M
Net Calls Change
+$1.23M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.68M
2
Morgan Stanley
Morgan Stanley
New York
+$2.16M
3
BI
Bramshill Investments
Florida
+$1.32M
4
N
Natixis
France
+$1.18M
5
Goldman Sachs
Goldman Sachs
New York
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$1.41M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.02M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$652K
4
Jane Street
Jane Street
New York
-$632K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$466K +$9.78K +441 +2%
GCP
27
GSA Capital Partners
United Kingdom
$462K +$87.3K +3,936 +24%
MBFW
28
Morton Brown Family Wealth
Pennsylvania
$462K +$3.55K +160 +0.8%
KACA
29
Kayne Anderson Capital Advisors
California
$440K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$427K -$42.5K -1,918 -9%
TRCT
31
Tower Research Capital (TRC)
New York
$365K +$355K +16,010 New
AWM
32
Apollon Wealth Management
South Carolina
$346K +$10.8K +489 +3%
AFG
33
American Financial Group
Ohio
$308K +$33.3K +1,500 +13%
OWA
34
Outlook Wealth Advisors
Texas
$267K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$252K +$245K +11,066 New
PTC
36
Philadelphia Trust Company
Pennsylvania
$251K – – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$250K -$77.7K -3,503 -24%
Osaic Holdings
38
Osaic Holdings
Arizona
$203K -$17.4K -786 -8%
Bank of America
39
Bank of America
North Carolina
$172K -$58.3K -2,628 -26%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$164K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$116K – – –
HCP
42
Hexagon Capital Partners
Arkansas
$86.6K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
NA
44
NewEdge Advisors
Louisiana
$34.2K – – –
Bessemer Group
45
Bessemer Group
New Jersey
$34K +$33.3K +1,500 New
MLA
46
MB, Levis & Associates
Pennsylvania
$21.3K +$466 +21 +2%
UB
47
UMB Bank
Missouri
$18.2K – – –
AAG
48
Armstrong Advisory Group
Massachusetts
$15.5K +$355 +16 +2%
EWA
49
EverSource Wealth Advisors
Alabama
$12.1K – – –
VNA
50
Valley National Advisers
Pennsylvania
$11K – – –
1
2
3

CAPL Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2023, worth a combined $210M — up 8% from $195M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CAPL positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.68M. The largest seller was ClearBridge Investments, cutting an estimated $1.41M.

  • 57 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $210M of CrossAmerica Partners stock for Q4 2023, up 8% quarter-over-quarter.
  • 7 funds opened new CrossAmerica Partners positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest CrossAmerica Partners buyer in Q4 2023 was JP Morgan Chase, an estimated $2.68M added.
  • The largest CrossAmerica Partners seller in Q4 2023 was ClearBridge Investments, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2023.