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CrossAmerica Partners

45 hedge funds and large institutions have $285M invested in CrossAmerica Partners in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

0.66% more ownership

Funds ownership: 53.51%54.17% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $300M → $285M (-$14.9M)

6% less funds holding

Funds holding: 4845 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

65% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $3.18M

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
20
Reduced
10
Closed
14
Calls
$1.12M
Puts
$3.18M
Net Calls
-$2.06M
Net Calls Change
+$123K
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Harvest Fund Advisors
Pennsylvania
$74M +$7.13M +323,235 +12%
O
2
OppenheimerFunds
New York
$41.4M +$2.26M +102,460 +6%
Goldman Sachs
3
Goldman Sachs
New York
$39.6M +$453K +20,525 +1%
Morgan Stanley
4
Morgan Stanley
New York
$27.2M -$9.81M -444,815 -28%
ClearBridge Investments
5
ClearBridge Investments
New York
$17.8M +$198K +9,000 +1%
MLIM
6
Mountain Lake Investment Management
Florida
$14M +$254K +11,500 +2%
NMIMC
7
Northwestern Mutual Investment Management Company
Wisconsin
$10.7M -$611K -27,735 -6%
JP Morgan Chase
8
JP Morgan Chase
New York
$7.92M -$2.74M -124,399 -28%
COPPSERS
9
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.2M +$108K +4,897 +2%
TPW
10
Tiller Private Wealth
Pennsylvania
$6.58M +$36.8K +1,671 +0.6%
GXMC
11
Global X Management Company
New York
$6.24M +$5.65M +256,291 New
VanEck Associates
12
VanEck Associates
New York
$3.79M +$3.43M +155,723 New
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$3.32M -$157K -7,133 -5%
Citigroup
14
Citigroup
New York
$3.12M +$2.21M +100,085 +353%
ACM
15
Advisors Capital Management
New Jersey
$3.04M -$104K -4,710 -4%
IAM
16
Iridian Asset Management
Connecticut
$3M +$195K +8,835 +8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.22M -$10.6K -479 -0.5%
RJA
18
Raymond James & Associates
Florida
$2.11M +$15.4K +697 +0.8%
MOACM
19
Mutual of America Capital Management
New York
$1.93M +$307K +13,935 +21%
Bank of America
20
Bank of America
North Carolina
$1.53M +$88.1K +3,995 +7%
IG
21
ING Group
Netherlands
$1.2M +$1.09M +49,272 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.17M +$34.2K +1,549 +3%
SCM
23
Shapiro Capital Management
Georgia
$645K +$584K +26,500 New
Barclays
24
Barclays
United Kingdom
$643K -$77.8K -3,529 -12%
ST
25
Spot Trading
Illinois
$532K +$482K +21,873 New

CAPL Hedge Fund Activity: Q1 2016 in Review

45 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2016, worth a combined $285M — down 5% from $300M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CAPL and 11 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 20 added.

The largest buyer was Harvest Fund Advisors, adding an estimated $7.13M. The largest seller was Morgan Stanley, cutting an estimated $9.81M.

  • 45 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2016, down from 48 in Q4 2015.
  • Funds reported $285M of CrossAmerica Partners stock for Q1 2016, down 5% quarter-over-quarter.
  • 11 funds opened new CrossAmerica Partners positions in Q1 2016 and 14 closed out, a net change of -3 holders.
  • The largest CrossAmerica Partners buyer in Q1 2016 was Harvest Fund Advisors, an estimated $7.13M added.
  • The largest CrossAmerica Partners seller in Q1 2016 was Morgan Stanley, an estimated $9.81M sold.

Based on aggregated 13F filings for Q1 2016.