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CrossAmerica Partners
CAPL

59 hedge funds and large institutions have $189M invested in CrossAmerica Partners in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

119% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $509K

16% more funds holding

Funds holding: 51 → 59 (+8)

15% more capital invested

Capital invested by funds: $164M → $189M (+$25M)

1.82% more ownership

Funds ownership: 23.09% → 24.92% (+1.8%)

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
19
Reduced
6
Closed
6
Calls
$1.11M
Puts
$509K
Net Calls
+$605K
Net Calls Change
+$719K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$8.03M
2
Mariner
Mariner
Kansas
+$2.23M
3
Morgan Stanley
Morgan Stanley
New York
+$954K
4
First Trust Advisors
First Trust Advisors
Illinois
+$920K
5
Wells Fargo
Wells Fargo
California
+$873K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.47M
2
Citadel Advisors
Citadel Advisors
Florida
-$519K
3
VIA
Vident Investment Advisory
Georgia
-$320K
4
NFSG
Newbridge Financial Services Group
Florida
-$210K
5
LPL Financial
LPL Financial
California
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
51
Private Trust Company
Ohio
$4K – – –
MWM
52
MinichMacGregor Wealth Management
New York
$3.97K +$3.95K +200 New
BAM
53
Belpointe Asset Management
Nevada
$2.39K +$2.39K +121 New
MCC
54
Money Concepts Capital
Florida
$2.24K +$2.23K +113 New
FCMT
55
Founders Capital Management (Texas)
Texas
$1K +$20 +1 +3%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$486 – – –
Barclays
57
Barclays
United Kingdom
$456 +$455 +23 New
PAG
58
Private Advisor Group
New Jersey
$201 – – –
NA
59
NewEdge Advisors
Louisiana
$30 +$29.7K +1,500 New
VIA
60
Vident Investment Advisory
Georgia
– -$320K -17,098 Closed
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
– -$316 -15,100 Closed
NFSG
62
Newbridge Financial Services Group
Florida
– -$210K -11,236 Closed
Simplex Trading
63
Simplex Trading
Illinois
– -$26.4K -1,335 Closed
PFA
64
Professional Financial Advisors
Nebraska
– -$17K -894 Closed
GWM
65
Geneos Wealth Management
Colorado
– -$4K -250 Closed
1 2
3

CAPL Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2022, worth a combined $189M — up 15% from $164M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CAPL positions and 6 closed out — a net gain of 11 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.03M. The largest seller was Invesco, cutting an estimated $1.47M.

  • 59 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $189M of CrossAmerica Partners stock for Q4 2022, up 15% quarter-over-quarter.
  • 17 funds opened new CrossAmerica Partners positions in Q4 2022 and 6 closed out, a net change of +11 holders.
  • The largest CrossAmerica Partners buyer in Q4 2022 was JP Morgan Chase, an estimated $8.03M added.
  • The largest CrossAmerica Partners seller in Q4 2022 was Invesco, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2022.