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CrossAmerica Partners
CAPL

Overview Fund Activity

45 hedge funds and large institutions have $185M invested in CrossAmerica Partners in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
11
Closed
8
Calls
$1.3M
Puts
$581K
Net Calls
+$720K
Net Calls Change
+$512K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$4.66M
2
Goldman Sachs
2
Goldman Sachs
New York
$4.69M
3
ATC
3
Adirondack Trust Company
New York
$123K
4
EVM
4
Eaton Vance Management
Massachusetts
$298K
5
BI
5
Bramshill Investments
Florida
$1.41M

Top Sellers

1
BIAS
1
Beacon Investment Advisory Services
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$893K
3
ClearBridge Investments
3
ClearBridge Investments
New York
$21.3M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$13.3M
5
CWP
5
Capital Wealth Planning
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$118M 5,915,420 – –
ClearBridge Investments
2
ClearBridge Investments
New York
$21.3M 1,069,037 -68,944 -6%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$13.3M 667,661 -19,115 -3%
Goldman Sachs
4
Goldman Sachs
New York
$4.69M 235,645 +16,606 +8%
First Trust Advisors
5
First Trust Advisors
Illinois
$4.66M 234,306 +17,980 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.68M 185,109 +4,200 +2%
ACM
7
Advisors Capital Management
New Jersey
$3.36M 168,811 +4,118 +3%
QPWM
8
Quadrant Private Wealth Management
Pennsylvania
$2.99M 150,255 +707 +0.5%
MIAN
9
Mariner Independent Advisor Network
Kansas
$2.21M 111,005 +486 +0.4%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$1.59M 80,000 +80,000 New
BI
11
Bramshill Investments
Florida
$1.41M 70,682 +4,829 +7%
RJA
12
Raymond James & Associates
Florida
$1.36M 68,518 +580 +0.9%
Morgan Stanley
13
Morgan Stanley
New York
$893K 44,870 -174,620 -80%
Citadel Advisors
14
Citadel Advisors
Florida
$872K 43,860 -7,509 -15%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$526K 26,458 -1,079 -4%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$487K 24,500 – –
SW
17
SVB Wealth
Massachusetts
$485K 24,408 +2,167 +10%
LF
18
Lee Financial
Texas
$358K 18,000 – –
Osaic Holdings
19
Osaic Holdings
Arizona
$318K 15,967 +1,872 +13%
UBS Group
20
UBS Group
Switzerland
$298K 15,007 -15 -0.1%
EVM
21
Eaton Vance Management
Massachusetts
$298K 15,000 +5,000 +50%
TIS
22
Tortoise Index Solutions
Kansas
$273K 13,718 -2,337 -15%
VIA
23
Vident Investment Advisory
Georgia
$273K 13,718 -2,337 -15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$263K 13,282 – –
WSFS
25
Wilmington Savings Fund Society
Delaware
$219K 11,000 – –
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