CrossAmerica Partners
CAPL
62 hedge funds and large institutions have $207M invested in CrossAmerica Partners in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
9% more funds holding
Funds holding: 57 → 62 (+5)
0.18% less ownership
Funds ownership: 24.25% → 24.08% (-0.18%)
1% less capital invested
Capital invested by funds: $210M → $207M (-$2.91M)
48% less call options, than puts
Call options by funds: $2.08M | Put options by funds: $3.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$683K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$488K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
+$454K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$3.56M |
| 2 |
Morgan Stanley
New York
|
-$977K |
| 3 |
JP Morgan Chase
New York
|
-$922K |
| 4 |
N
Natixis
Paris,
France
|
-$620K |
| 5 |
Goldman Sachs
New York
|
-$594K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| $34.2K | – | – | – |
|
52
Acadian Asset Management
Boston,
Massachusetts
| $31K | +$31.4K | +1,393 | New |
|
|
GJWM
53
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $22.8K | +$22.6K | +1,000 | New |
|
|
HNB
54
Hilltop National Bank
Casper,
Wyoming
| $22.8K | +$22.6K | +1,000 | New |
|
|
MLA
55
MB, Levis & Associates
Center Valley,
Pennsylvania
| $21.8K | +$496 | +22 | +2% |
|
|
UB
56
UMB Bank
Kansas City,
Missouri
| $18.2K | – | – | – |
|
|
AAG
57
Armstrong Advisory Group
Needham,
Massachusetts
| $15.5K | – | – | – |
|
|
EWA
58
EverSource Wealth Advisors
Birmingham,
Alabama
| $12.2K | – | – | – |
|
|
VNA
59
Valley National Advisers
Bethlehem,
Pennsylvania
| $11K | – | – | – |
|
|
IA
60
IFP Advisors
Tampa,
Florida
| $5.69K | – | – | – |
|
|
PTC
61
Private Trust Company
Cleveland,
Ohio
| $4.56K | – | – | – |
|
|
FCMT
62
Founders Capital Management (Texas)
Houston,
Texas
| $932 | +$23 | +1 | +3% |
|
63
Bessemer Group
Woodbridge,
New Jersey
| – | -$34K | -1,500 | Closed |
|
64
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$9.34K | -400 | Closed |
|
CAPL Hedge Fund Activity: Q1 2024 in Review
62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2024, worth a combined $207M — down 1.4% from $210M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CAPL positions and 2 closed out — a net gain of 6 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.01M. The largest seller was ClearBridge Investments, cutting an estimated $3.56M.
- 62 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2024, up from 57 in Q4 2023.
- Funds reported $207M of CrossAmerica Partners stock for Q1 2024, down 1.4% quarter-over-quarter.
- 8 funds opened new CrossAmerica Partners positions in Q1 2024 and 2 closed out, a net change of +6 holders.
- The largest CrossAmerica Partners buyer in Q1 2024 was LPL Financial, an estimated $1.01M added.
- The largest CrossAmerica Partners seller in Q1 2024 was ClearBridge Investments, an estimated $3.56M sold.
Based on aggregated 13F filings for Q1 2024.