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CrossAmerica Partners
CAPL

63 hedge funds and large institutions have $197M invested in CrossAmerica Partners in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $809K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

6% more capital invested

Capital invested by funds: $186M → $197M (+$11.4M)

0% more funds holding

Funds holding: 63 → 63 (0)

0.01% less ownership

Funds ownership: 23.55% → 23.54% (-0.01%)

Holders
63
Holders Change
–
Holders Change %
0%
% 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
17
Reduced
15
Closed
4
Calls
$3.29M
Puts
$809K
Net Calls
+$2.49M
Net Calls Change
+$1.81M

Top Buyers

Rank Fund Capital Flow
1
NW
NewEdge Wealth
Pennsylvania
+$797K
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$607K
3
BlackRock
BlackRock
New York
+$306K
4
SIMG
Sonora Investment Management Group
Arizona
+$215K
5
LPL Financial
LPL Financial
California
+$133K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$583K
2
Citadel Advisors
Citadel Advisors
Florida
-$445K
3
Franklin Resources
Franklin Resources
California
-$279K
4
First Trust Advisors
First Trust Advisors
Illinois
-$198K
5
JP Morgan Chase
JP Morgan Chase
New York
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$447K -$19.8K -937 -4%
ETC
27
Exchange Traded Concepts
Oklahoma
$445K -$32.8K -1,551 -7%
MBFW
28
Morton Brown Family Wealth
Pennsylvania
$442K – – –
IA
29
IFG Advisory
Georgia
$423K – – –
SA
30
Sanctuary Advisors
Indiana
$407K -$21.1K -1,000 -5%
LF
31
Lee Financial
Texas
$396K – – –
AWM
32
Apollon Wealth Management
South Carolina
$337K – – –
BlackRock
33
BlackRock
New York
$319K +$306K +14,500 New
AFG
34
American Financial Group
Ohio
$308K – – –
IG
35
ING Group
Netherlands
$286K – – –
Brown Advisory
36
Brown Advisory
Maryland
$264K +$591 +28 +0.2%
OWA
37
Outlook Wealth Advisors
Texas
$257K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$249K -$445K -21,081 -65%
SIMG
39
Sonora Investment Management Group
Arizona
$224K +$215K +10,200 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$129K – – –
Bank of America
41
Bank of America
North Carolina
$102K -$41.8K -1,977 -30%
HCP
42
Hexagon Capital Partners
Arkansas
$83.6K – – –
EWA
43
EverSource Wealth Advisors
Alabama
$82.1K +$25.3K +1,200 +47%
Osaic Holdings
44
Osaic Holdings
Arizona
$55.9K -$40.8K -1,931 -43%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
AF
46
Allworth Financial
California
$43.8K +$42.2K +2,000 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$39.6K – – –
NA
48
NewEdge Advisors
Louisiana
$33K – – –
GWM
49
Geneos Wealth Management
Colorado
$26.4K – – –
MLA
50
MB, Levis & Associates
Pennsylvania
$22.7K +$549 +26 +3%
1
2
3

CAPL Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2024, worth a combined $197M — up 6.1% from $186M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CAPL positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was NewEdge Wealth, adding an estimated $797K. The largest seller was Morgan Stanley, cutting an estimated $583K.

  • 63 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $197M of CrossAmerica Partners stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 7 funds opened new CrossAmerica Partners positions in Q4 2024 and 4 closed out, a net change of +3 holders.
  • The largest CrossAmerica Partners buyer in Q4 2024 was NewEdge Wealth, an estimated $797K added.
  • The largest CrossAmerica Partners seller in Q4 2024 was Morgan Stanley, an estimated $583K sold.

Based on aggregated 13F filings for Q4 2024.