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CrossAmerica Partners

51 hedge funds and large institutions have $171M invested in CrossAmerica Partners in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,295% more call options, than puts

Call options by funds: $907K | Put options by funds: $65K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $146M → $171M (+$25.4M)

6% more funds holding

Funds holding: 4851 (+3)

0.43% more ownership

Funds ownership: 25.91%26.34% (+0.43%)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
14
Closed
6
Calls
$907K
Puts
$65K
Net Calls
+$842K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$100M -$832K -51,791 -0.9%
ClearBridge Investments
2
ClearBridge Investments
New York
$20.6M
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$13.9M +$1.71M +106,367 +15%
BIAS
4
Beacon Investment Advisory Services
New Jersey
$8.59M
Goldman Sachs
5
Goldman Sachs
New York
$4.88M -$213K -13,237 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$3.41M +$3.19M +198,859 New
ACM
7
Advisors Capital Management
New Jersey
$2.6M -$60.5K -3,769 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.58M +$374K +23,300 +18%
QPWM
9
Quadrant Private Wealth Management
Pennsylvania
$2.41M +$21.6K +1,348 +1%
MIAN
10
Mariner Independent Advisor Network
Kansas
$1.92M -$144K -8,997 -7%
Morgan Stanley
11
Morgan Stanley
New York
$1.72M +$862K +53,657 +115%
RJA
12
Raymond James & Associates
Florida
$1.3M -$100K -6,234 -8%
BI
13
Bramshill Investments
Florida
$874K +$2.18K +136 +0.3%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$729K -$12.8K -800 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$498K -$4.69K -292 -1%
CWP
16
Capital Wealth Planning
Florida
$486K -$8.03K -500 -2%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$421K
LF
18
Lee Financial
Texas
$309K
AFG
19
American Financial Group
Ohio
$274K +$32.1K +2,000 +14%
Truist Financial
20
Truist Financial
North Carolina
$273K
UBS Group
21
UBS Group
Switzerland
$265K -$508K -31,653 -67%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$253K
TIS
23
Tortoise Index Solutions
Kansas
$250K +$13.7K +854 +6%
VIA
24
Vident Investment Advisory
Georgia
$250K +$13.7K +854 +6%
AIA
25
Arrow Investment Advisors
Maryland
$244K -$53.9K -3,356 -19%

CAPL Hedge Fund Activity: Q4 2020 in Review

51 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2020, worth a combined $171M — up 17% from $146M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CAPL positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $3.19M. The largest seller was Rafferty Asset Management, exiting entirely with an estimated $1.77M sold.

  • 51 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $171M of CrossAmerica Partners stock for Q4 2020, up 17% quarter-over-quarter.
  • 9 funds opened new CrossAmerica Partners positions in Q4 2020 and 6 closed out, a net change of +3 holders.
  • The largest CrossAmerica Partners buyer in Q4 2020 was First Trust Advisors, an estimated $3.19M added.
  • The largest CrossAmerica Partners seller in Q4 2020 was Rafferty Asset Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2020.