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CrossAmerica Partners
CAPL

Overview Fund Activity

48 hedge funds and large institutions have $146M invested in CrossAmerica Partners in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
13
Closed
6
Calls
$841K
Puts
$417K
Net Calls
+$424K
Net Calls Change
-$1.2M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$1.89M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$10.4M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$364K
4
AFG
American Financial Group
Ohio
$208K
5
VIA
Vident Investment Advisory
Georgia
$204K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.43M
2
Invesco
Invesco
Georgia
$87.5M
3
MIAN
Mariner Independent Advisor Network
Kansas
$1.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$165K
5
QPWM
Quadrant Private Wealth Management
Pennsylvania
$2.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$87.5M -$833K -56,044 -0.9%
ClearBridge Investments
2
ClearBridge Investments
New York
$17.9M – – –
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$10.4M +$493K +33,137 +5%
BIAS
4
Beacon Investment Advisory Services
New Jersey
$7.44M – – –
Goldman Sachs
5
Goldman Sachs
New York
$4.43M -$3.45M -232,003 -44%
ACM
6
Advisors Capital Management
New Jersey
$2.31M -$104K -6,984 -4%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$2.07M -$171K -11,533 -8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.89M +$537K +36,097 +40%
MIAN
9
Mariner Independent Advisor Network
Kansas
$1.8M -$454K -30,511 -20%
Rafferty Asset Management
10
Rafferty Asset Management
New York
$1.78M +$3.9K +262 +0.2%
RJA
11
Raymond James & Associates
Florida
$1.22M -$37.6K -2,528 -3%
BI
12
Bramshill Investments
Florida
$755K +$7.91K +532 +1%
UBS Group
13
UBS Group
Switzerland
$700K -$35.5K -2,390 -5%
Morgan Stanley
14
Morgan Stanley
New York
$693K +$196K +13,168 +39%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$643K +$22.3K +1,500 +4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$436K +$24.3K +1,637 +6%
CWP
17
Capital Wealth Planning
Florida
$386K – – –
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$364K +$364K +24,500 New
LF
19
Lee Financial
Texas
$268K – – –
AIA
20
Arrow Investment Advisors
Maryland
$261K -$80K -5,386 -23%
Truist Financial
21
Truist Financial
North Carolina
$237K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$219K +$22.2K +1,500 +11%
AFG
23
American Financial Group
Ohio
$208K +$208K +14,000 New
VIA
24
Vident Investment Advisory
Georgia
$204K +$204K +13,686 New
TIS
25
Tortoise Index Solutions
Kansas
$204K +$204K +13,686 New
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