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CrossAmerica Partners

29 hedge funds and large institutions have $127M invested in CrossAmerica Partners in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more funds holding

Funds holding: 2729 (+2)

2% less capital invested

Capital invested by funds: $130M → $127M (-$3.17M)

1.3% less ownership

Funds ownership: 43.57%42.26% (-1.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
11
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$37.9M -$64.5K -2,400 -0.2%
Goldman Sachs
2
Goldman Sachs
New York
$28.3M +$270K +10,048 +1%
ClearBridge Investments
3
ClearBridge Investments
New York
$14.6M +$1.42M +52,680 +11%
HFA
4
Harvest Fund Advisors
Pennsylvania
$9.81M +$9.81M +365,067 New
Morgan Stanley
5
Morgan Stanley
New York
$7.31M -$2.61M -97,170 -26%
HHAM
6
HITE Hedge Asset Management
Massachusetts
$7M +$1.09M +40,597 +18%
NIM
7
NXG Investment Management
Texas
$4.07M +$4.07M +151,300 New
Macquarie Group
8
Macquarie Group
Australia
$2.46M
MCP
9
Moab Capital Partners
New York
$2.45M -$3.45M -128,359 -58%
Deutsche Bank
10
Deutsche Bank
Germany
$2.18M +$202K +7,515 +10%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.02M +$35.3K +1,315 +2%
RJA
12
Raymond James & Associates
Florida
$1.87M +$79.8K +2,968 +4%
AAM
13
Advisors Asset Management
Colorado
$1.79M +$65K +2,420 +4%
COPPSERS
14
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.38M +$1.38M +51,423 New
TI
15
Turner Investments
Pennsylvania
$1.32M -$1.6M -59,560 -55%
SIM
16
Spark Investment Management
New York
$491K -$59.1K -2,200 -11%
NCCM
17
Nine Chapters Capital Management
New Jersey
$476K +$18.8K +700 +4%
Wells Fargo
18
Wells Fargo
California
$469K +$2.18K +81 +0.5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$434K +$55.1K +2,050 +15%
GCP
20
GSA Capital Partners
United Kingdom
$317K -$489K -18,200 -61%
BOIA
21
Bush ODonnell Investment Advisors
Missouri
$219K
FA
22
Friess Associates
Delaware
$132K +$2.55K +95 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$54K +$53.8K +2,000 New
U
24
UBS
Switzerland
$34K -$14.4K -537 -30%
PTC
25
Private Trust Company
Ohio
$16K +$16.1K +600 New

CAPL Hedge Fund Activity: Q2 2014 in Review

29 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q2 2014, worth a combined $127M — down 2.4% from $130M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CAPL positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Harvest Fund Advisors, opening a new position worth an estimated $9.81M. The largest seller was Andalusian Capital Partners, exiting entirely with an estimated $5.13M sold.

  • 29 institutional investors held CrossAmerica Partners (CAPL) as of Q2 2014, up from 27 in Q1 2014.
  • Funds reported $127M of CrossAmerica Partners stock for Q2 2014, down 2.4% quarter-over-quarter.
  • 7 funds opened new CrossAmerica Partners positions in Q2 2014 and 5 closed out, a net change of +2 holders.
  • The largest CrossAmerica Partners buyer in Q2 2014 was Harvest Fund Advisors, an estimated $9.81M added.
  • The largest CrossAmerica Partners seller in Q2 2014 was Andalusian Capital Partners, an estimated $5.13M sold.

Based on aggregated 13F filings for Q2 2014.