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CrossAmerica Partners
CAPL

Overview Fund Activity

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
Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
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
$3.3M
Puts
$809K
Net Calls
+$2.49M
Net Calls Change
+$1.81M

Top Buyers

1
NW
NewEdge Wealth
Pennsylvania
$1.57M
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$12.5M
3
BlackRock
BlackRock
New York
$319K
4
SIMG
Sonora Investment Management Group
Arizona
$224K
5
LPL Financial
LPL Financial
California
$2.36M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.05M
2
Citadel Advisors
Citadel Advisors
Florida
$249K
3
Franklin Resources
Franklin Resources
California
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$5.36M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$447K -$20.6K -937 -4%
ETC
27
Exchange Traded Concepts
Oklahoma
$445K -$34.1K -1,551 -7%
MBFW
28
Morton Brown Family Wealth
Pennsylvania
$442K – – –
IA
29
IFG Advisory
Georgia
$423K – – –
SA
30
Sanctuary Advisors
Indiana
$407K -$23.2K -1,000 -5%
LF
31
Lee Financial
Texas
$396K – – –
AWM
32
Apollon Wealth Management
South Carolina
$337K – – –
BlackRock
33
BlackRock
New York
$319K +$319K +14,500 New
AFG
34
American Financial Group
Ohio
$308K – – –
IG
35
ING Group
Netherlands
$286K – – –
Brown Advisory
36
Brown Advisory
Maryland
$264K +$616 +28 +0.2%
OWA
37
Outlook Wealth Advisors
Texas
$257K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$249K -$464K -21,081 -65%
SIMG
39
Sonora Investment Management Group
Arizona
$224K +$224K +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 -$43.5K -1,977 -30%
HCP
42
Hexagon Capital Partners
Arkansas
$83.6K – – –
EWA
43
EverSource Wealth Advisors
Alabama
$82.1K +$26.4K +1,200 +47%
Osaic Holdings
44
Osaic Holdings
Arizona
$55.9K -$42.5K -1,931 -43%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
AF
46
Allworth Financial
California
$43.8K +$43.8K +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 +$572 +26 +3%
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2
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