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CrossAmerica Partners

53 hedge funds and large institutions have $185M invested in CrossAmerica Partners in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $429K

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $171M → $185M (+$14.1M)

4% more funds holding

Funds holding: 5153 (+2)

0% more ownership

Funds ownership: 26.34%26.34% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
15
Closed
3
Calls
$1.21M
Puts
$429K
Net Calls
+$782K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$108M -$182K -10,000 -0.2%
ClearBridge Investments
2
ClearBridge Investments
New York
$21.8M -$536K -29,410 -2%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$12.3M -$2.67M -146,227 -18%
BIAS
4
Beacon Investment Advisory Services
New Jersey
$9.29M
Morgan Stanley
5
Morgan Stanley
New York
$5.06M +$3.13M +171,891 +171%
Goldman Sachs
6
Goldman Sachs
New York
$4.26M -$1,000K -54,822 -19%
First Trust Advisors
7
First Trust Advisors
Illinois
$3.18M -$504K -27,617 -14%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.1M +$311K +17,032 +11%
ACM
9
Advisors Capital Management
New Jersey
$2.89M +$81.8K +4,486 +3%
QPWM
10
Quadrant Private Wealth Management
Pennsylvania
$2.62M +$13.2K +725 +0.5%
MIAN
11
Mariner Independent Advisor Network
Kansas
$2.04M -$34.3K -1,880 -2%
RJA
12
Raymond James & Associates
Florida
$1.45M +$42.4K +2,323 +3%
BI
13
Bramshill Investments
Florida
$1.1M +$150K +8,231 +16%
Citadel Advisors
14
Citadel Advisors
Florida
$1.09M +$838K +45,988 +355%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$725K -$62.7K -3,439 -8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$517K -$21.8K -1,193 -4%
CWP
17
Capital Wealth Planning
Florida
$469K -$3.65K -200 -0.8%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$455K
Marshall Wace
19
Marshall Wace
United Kingdom
$401K +$394K +21,603 New
SW
20
SVB Wealth
Massachusetts
$343K +$148K +8,138 +79%
LF
21
Lee Financial
Texas
$334K
AFG
22
American Financial Group
Ohio
$334K +$36.5K +2,000 +13%
AIA
23
Arrow Investment Advisors
Maryland
$306K +$41.2K +2,258 +16%
Truist Financial
24
Truist Financial
North Carolina
$296K
UBS Group
25
UBS Group
Switzerland
$279K -$8.11K -445 -3%

CAPL Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2021, worth a combined $185M — up 8.2% from $171M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CAPL positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.13M. The largest seller was Mirae Asset Global Investments, cutting an estimated $2.67M.

  • 53 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2021, up from 51 in Q4 2020.
  • Funds reported $185M of CrossAmerica Partners stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 5 funds opened new CrossAmerica Partners positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest CrossAmerica Partners buyer in Q1 2021 was Morgan Stanley, an estimated $3.13M added.
  • The largest CrossAmerica Partners seller in Q1 2021 was Mirae Asset Global Investments, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2021.