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CrossAmerica Partners

43 hedge funds and large institutions have $266M invested in CrossAmerica Partners in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% less ownership

Funds ownership: 54.31%54% (-0.32%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

20% less capital invested

Capital invested by funds: $332M → $266M (-$65.6M)

23% less funds holding

Funds holding: 5643 (-13)

67% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $5.64M

72% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 18

Holders
43
Holders Change
-13
Holders Change %
-23.21%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
18
Closed
18
Calls
$1.84M
Puts
$5.64M
Net Calls
-$3.8M
Net Calls Change
+$6.07M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Harvest Fund Advisors
Pennsylvania
$58M +$1.84M +72,814 +3%
Goldman Sachs
2
Goldman Sachs
New York
$43.6M -$4.12M -163,394 -8%
Morgan Stanley
3
Morgan Stanley
New York
$39.4M +$4.21M +167,011 +11%
O
4
OppenheimerFunds
New York
$35.6M +$31K +1,230 +0.1%
ClearBridge Investments
5
ClearBridge Investments
New York
$16.5M +$576K +22,820 +3%
MLIM
6
Mountain Lake Investment Management
Florida
$13M +$11.4M +450,000 +375%
NMIMC
7
Northwestern Mutual Investment Management Company
Wisconsin
$10.7M +$1.54M +60,910 +15%
JP Morgan Chase
8
JP Morgan Chase
New York
$10.3M
COPPSERS
9
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.44M -$135K -5,338 -2%
UBS Group
10
UBS Group
Switzerland
$3.89M -$2.27M -89,808 -34%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$3.87M -$766K -30,366 -15%
Rafferty Asset Management
12
Rafferty Asset Management
New York
$3.02M +$3.03M +120,128 +971%
ACM
13
Advisors Capital Management
New Jersey
$2.89M +$271K +10,752 +9%
V
14
Veritable
Delaware
$2.17M +$2.4M +95,000 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.17M +$2.39M +94,895 New
RJA
16
Raymond James & Associates
Florida
$2.07M -$993K -39,348 -30%
M&T Bank
17
M&T Bank
New York
$1.68M -$1.01M -39,876 -35%
CCM
18
Contrarian Capital Management
Connecticut
$1.6M +$99.8K +3,956 +6%
Bank of America
19
Bank of America
North Carolina
$1.41M +$103K +4,066 +7%
CS
20
Credit Suisse
Switzerland
$1.28M -$42.1K -1,668 -3%
AAM
21
Advisors Asset Management
Colorado
$899K -$317K -12,552 -24%
Citigroup
22
Citigroup
New York
$844K -$960K -38,035 -51%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$685K +$25.5K +1,009 +3%
Macquarie Group
24
Macquarie Group
Australia
$637K -$83.3K -3,300 -11%
Barclays
25
Barclays
United Kingdom
$630K -$74.4K -2,950 -9%

CAPL Hedge Fund Activity: Q3 2015 in Review

43 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2015, worth a combined $266M — down 20% from $332M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CAPL and 5 opened new positions — a net loss of 13 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Mountain Lake Investment Management, adding an estimated $11.4M. The largest seller was CBRE Investment Management Listed Real Assets, exiting entirely with an estimated $7.05M sold.

  • 43 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2015, down from 56 in Q2 2015.
  • Funds reported $266M of CrossAmerica Partners stock for Q3 2015, down 20% quarter-over-quarter.
  • 5 funds opened new CrossAmerica Partners positions in Q3 2015 and 18 closed out, a net change of -13 holders.
  • The largest CrossAmerica Partners buyer in Q3 2015 was Mountain Lake Investment Management, an estimated $11.4M added.
  • The largest CrossAmerica Partners seller in Q3 2015 was CBRE Investment Management Listed Real Assets, an estimated $7.05M sold.

Based on aggregated 13F filings for Q3 2015.