CrossAmerica Partners
CAPL
56 hedge funds and large institutions have $195M invested in CrossAmerica Partners in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 4 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 10
9% more capital invested
Capital invested by funds: $179M → $195M (+$15.8M)
0.28% less ownership
Funds ownership: 23.9% → 23.62% (-0.28%)
3% less funds holding
Funds holding: 58 → 56 (-2)
18% less call options, than puts
Call options by funds: $915K | Put options by funds: $1.11M
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$489K |
| 2 |
JP Morgan Chase
New York
|
+$472K |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
+$253K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$189K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$1.59M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$845K |
| 3 |
Morgan Stanley
New York
|
-$692K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$397K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$313K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
51
Sutton Wealth Advisors
Tampa,
Florida
| $8.87K | – | – | – |
|
52
National Bank of Canada
Montreal,
Quebec, Canada
| $8.3K | – | – | – |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $5.41K | – | – | – |
|
|
CAS
54
Coppell Advisory Solutions
Coppell,
Texas
| $4.83K | -$237 | -12 | -5% |
|
|
PTC
55
Private Trust Company
Cleveland,
Ohio
| $4.34K | – | – | – |
|
|
FCMT
56
Founders Capital Management (Texas)
Houston,
Texas
| $847 | +$20 | +1 | +3% |
|
|
BI
57
Bramshill Investments
Naples,
Florida
| – | -$1.59M | -80,928 | Closed |
|
|
AFG
58
Atomi Financial Group
New York
| – | -$221K | -11,236 | Closed |
|
|
SW
59
SVB Wealth
Boston,
Massachusetts
| – | -$198K | -10,040 | Closed |
|
|
CMF
60
Counterpoint Mutual Funds
San Diego,
California
| – | -$125K | -6,332 | Closed |
|
CAPL Hedge Fund Activity: Q3 2023 in Review
56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2023, worth a combined $195M — up 8.9% from $179M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CAPL and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 24 added.
The largest buyer was Mirae Asset Global Investments, adding an estimated $489K. The largest seller was Bramshill Investments, exiting entirely with an estimated $1.59M sold.
- 56 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2023, down from 58 in Q2 2023.
- Funds reported $195M of CrossAmerica Partners stock for Q3 2023, up 8.9% quarter-over-quarter.
- 2 funds opened new CrossAmerica Partners positions in Q3 2023 and 4 closed out, a net change of -2 holders.
- The largest CrossAmerica Partners buyer in Q3 2023 was Mirae Asset Global Investments, an estimated $489K added.
- The largest CrossAmerica Partners seller in Q3 2023 was Bramshill Investments, an estimated $1.59M sold.
Based on aggregated 13F filings for Q3 2023.