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CrossAmerica Partners

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

102% more call options, than puts

Call options by funds: $841K | Put options by funds: $417K

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $135M → $146M (+$11.1M)

4% more funds holding

Funds holding: 4648 (+2)

0.53% less ownership

Funds ownership: 26.44%25.91% (-0.53%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

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
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$87.5M -$827K -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 +$489K +33,137 +5%
BIAS
4
Beacon Investment Advisory Services
New Jersey
$7.43M
Goldman Sachs
5
Goldman Sachs
New York
$4.42M -$3.42M -232,003 -44%
ACM
6
Advisors Capital Management
New Jersey
$2.31M -$103K -6,984 -4%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$2.07M -$170K -11,533 -8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.89M +$533K +36,097 +40%
MIAN
9
Mariner Independent Advisor Network
Kansas
$1.79M -$450K -30,511 -20%
Rafferty Asset Management
10
Rafferty Asset Management
New York
$1.77M +$3.87K +262 +0.2%
RJA
11
Raymond James & Associates
Florida
$1.22M -$37.3K -2,528 -3%
BI
12
Bramshill Investments
Florida
$755K +$7.85K +532 +1%
UBS Group
13
UBS Group
Switzerland
$700K -$35.3K -2,390 -5%
Morgan Stanley
14
Morgan Stanley
New York
$693K +$194K +13,168 +39%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$643K +$22.1K +1,500 +4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$436K +$24.2K +1,637 +6%
CWP
17
Capital Wealth Planning
Florida
$386K
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$364K +$362K +24,500 New
LF
19
Lee Financial
Texas
$268K
AIA
20
Arrow Investment Advisors
Maryland
$261K -$79.5K -5,386 -23%
Truist Financial
21
Truist Financial
North Carolina
$237K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$219K +$22.1K +1,500 +11%
AFG
23
American Financial Group
Ohio
$208K +$207K +14,000 New
TIS
24
Tortoise Index Solutions
Kansas
$204K +$202K +13,686 New
VIA
25
Vident Investment Advisory
Georgia
$204K +$202K +13,686 New

CAPL Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2020, worth a combined $146M — up 8.2% from $135M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CAPL positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $533K. The largest seller was Goldman Sachs, cutting an estimated $3.42M.

  • 48 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2020, up from 46 in Q2 2020.
  • Funds reported $146M of CrossAmerica Partners stock for Q3 2020, up 8.2% quarter-over-quarter.
  • 8 funds opened new CrossAmerica Partners positions in Q3 2020 and 6 closed out, a net change of +2 holders.
  • The largest CrossAmerica Partners buyer in Q3 2020 was Raymond James Financial Services Advisors, an estimated $533K added.
  • The largest CrossAmerica Partners seller in Q3 2020 was Goldman Sachs, an estimated $3.42M sold.

Based on aggregated 13F filings for Q3 2020.