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CrossAmerica Partners

63 hedge funds and large institutions have $186M invested in CrossAmerica Partners in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

117% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $576K

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

9% more funds holding

Funds holding: 5863 (+5)

5% more capital invested

Capital invested by funds: $177M → $186M (+$8.35M)

0.15% more ownership

Funds ownership: 23.4%23.55% (+0.15%)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
15
Closed
2
Calls
$1.25M
Puts
$576K
Net Calls
+$675K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$470K +$17.6K +877 +4%
ETC
27
Exchange Traded Concepts
Oklahoma
$451K +$4.51K +225 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$441K +$9.27K +463 +2%
PTC
29
Philadelphia Trust Company
Pennsylvania
$435K +$200K +10,000 +91%
MBFW
30
Morton Brown Family Wealth
Pennsylvania
$416K
IA
31
IFG Advisory
Georgia
$398K +$50.1K +2,500 +15%
SA
32
Sanctuary Advisors
Indiana
$377K +$20K +1,000 +6%
LF
33
Lee Financial
Texas
$373K +$361K +18,000 New
AWM
34
Apollon Wealth Management
South Carolina
$318K
SA
35
SpiderRock Advisors
Delaware
$300K
AFG
36
American Financial Group
Ohio
$290K
Franklin Resources
37
Franklin Resources
California
$279K +$254K +12,700 New
IG
38
ING Group
Netherlands
$269K
Brown Advisory
39
Brown Advisory
Maryland
$249K +$240K +11,995 New
OWA
40
Outlook Wealth Advisors
Texas
$242K
Bank of America
41
Bank of America
North Carolina
$137K -$328K -16,382 -71%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$121K -$4.91K -245 -4%
Osaic Holdings
43
Osaic Holdings
Arizona
$92.7K -$55.1K -2,752 -38%
HCP
44
Hexagon Capital Partners
Arkansas
$78.7K
N
45
Natixis
France
$70.4K -$152K -7,600 -69%
Group One Trading
46
Group One Trading
Illinois
$55.7K +$53.8K +2,687 New
EWA
47
EverSource Wealth Advisors
Alabama
$52.4K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$52K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$37.3K -$108K -5,400 -75%
NA
50
NewEdge Advisors
Louisiana
$31.1K

CAPL Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2024, worth a combined $186M — up 4.7% from $177M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CAPL positions and 2 closed out — a net gain of 5 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $962K. The largest seller was Citadel Advisors, cutting an estimated $1.1M.

  • 63 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $186M of CrossAmerica Partners stock for Q3 2024, up 4.7% quarter-over-quarter.
  • 7 funds opened new CrossAmerica Partners positions in Q3 2024 and 2 closed out, a net change of +5 holders.
  • The largest CrossAmerica Partners buyer in Q3 2024 was First Trust Advisors, an estimated $962K added.
  • The largest CrossAmerica Partners seller in Q3 2024 was Citadel Advisors, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2024.