CrossAmerica Partners
CAPL
57 hedge funds and large institutions have $210M invested in CrossAmerica Partners in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.
144% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $718K
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $195M → $210M (+$15.5M)
2% more funds holding
Funds holding: 56 → 57 (+1)
0.64% more ownership
Funds ownership: 23.62% → 24.25% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.68M |
| 2 |
Morgan Stanley
New York
|
+$2.16M |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
+$1.32M |
| 4 |
N
Natixis
Paris,
France
|
+$1.18M |
| 5 |
Goldman Sachs
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$1.41M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.02M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$652K |
| 4 |
Jane Street
New York
|
-$632K |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$474K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
National Bank of Canada
Montreal,
Quebec, Canada
| $9.34K | – | – | – |
|
|
CAS
52
Coppell Advisory Solutions
Coppell,
Texas
| $6.13K | +$554 | +25 | +10% |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $5.69K | – | – | – |
|
|
PTC
54
Private Trust Company
Cleveland,
Ohio
| $4.56K | – | – | – |
|
|
FCMT
55
Founders Capital Management (Texas)
Houston,
Texas
| $911 | +$22 | +1 | +3% |
|
56
Citigroup
New York
| $388 | +$377 | +17 | New |
|
|
57
Jane Street
New York
| – | -$632K | -29,138 | Closed |
|
|
DS
58
DRW Securities
Chicago,
Illinois
| – | -$278K | -12,799 | Closed |
|
|
BRWA
59
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$205K | -9,450 | Closed |
|
|
ATC
60
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$119K | -5,500 | Closed |
|
61
Simplex Trading
Chicago,
Illinois
| – | +$865 | +39 | New |
|
CAPL Hedge Fund Activity: Q4 2023 in Review
57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2023, worth a combined $210M — up 8% from $195M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CAPL positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.68M. The largest seller was ClearBridge Investments, cutting an estimated $1.41M.
- 57 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2023, up from 56 in Q3 2023.
- Funds reported $210M of CrossAmerica Partners stock for Q4 2023, up 8% quarter-over-quarter.
- 7 funds opened new CrossAmerica Partners positions in Q4 2023 and 4 closed out, a net change of +3 holders.
- The largest CrossAmerica Partners buyer in Q4 2023 was JP Morgan Chase, an estimated $2.68M added.
- The largest CrossAmerica Partners seller in Q4 2023 was ClearBridge Investments, an estimated $1.41M sold.
Based on aggregated 13F filings for Q4 2023.