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CrossAmerica Partners

59 hedge funds and large institutions have $189M invested in CrossAmerica Partners in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

119% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $509K

16% more funds holding

Funds holding: 5159 (+8)

15% more capital invested

Capital invested by funds: $164M → $189M (+$25M)

1.82% more ownership

Funds ownership: 23.09%24.92% (+1.8%)

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
19
Reduced
6
Closed
6
Calls
$1.11M
Puts
$509K
Net Calls
+$605K
Net Calls Change
+$719K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$114M -$1.47M -74,546 -1%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$14.1M +$554K +28,040 +4%
ClearBridge Investments
3
ClearBridge Investments
New York
$13.9M +$569K +28,800 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$8.06M +$8.03M +406,459 +3,387,158%
First Trust Advisors
5
First Trust Advisors
Illinois
$5.06M +$920K +46,537 +22%
Goldman Sachs
6
Goldman Sachs
New York
$3.71M +$101K +5,094 +3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.54M +$92.9K +4,699 +3%
ACM
8
Advisors Capital Management
New Jersey
$3.36M -$64.7K -3,272 -2%
QPWM
9
Quadrant Private Wealth Management
Pennsylvania
$3.09M +$3.08M +155,688 New
Morgan Stanley
10
Morgan Stanley
New York
$2.76M +$954K +48,235 +53%
TIS
11
Tortoise Index Solutions
Kansas
$2.47M +$98.4K +4,977 +29%
Mariner
12
Mariner
Kansas
$2.23M +$2.23M +112,618 New
BI
13
Bramshill Investments
Florida
$1.6M +$116K +5,854 +8%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.59M
RJA
15
Raymond James & Associates
Florida
$1.3M +$13.1K +662 +1%
Wells Fargo
16
Wells Fargo
California
$905K +$873K +44,171 +3,046%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$859K +$189K +9,538 +28%
LPL Financial
18
LPL Financial
California
$620K -$149K -7,525 -19%
HF
19
HRT Financial
New York
$427K +$426K +21,562 New
Citadel Advisors
20
Citadel Advisors
Florida
$414K -$519K -26,267 -56%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$406K -$14.7K -742 -3%
MBFW
22
Morton Brown Family Wealth
Pennsylvania
$399K +$361K +18,238 +982%
UBS Group
23
UBS Group
Switzerland
$372K +$348K +17,581 +1,498%
LF
24
Lee Financial
Texas
$357K
KACA
25
Kayne Anderson Capital Advisors
California
$258K

CAPL Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2022, worth a combined $189M — up 15% from $164M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CAPL positions and 6 closed out — a net gain of 11 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.03M. The largest seller was Invesco, cutting an estimated $1.47M.

  • 59 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $189M of CrossAmerica Partners stock for Q4 2022, up 15% quarter-over-quarter.
  • 17 funds opened new CrossAmerica Partners positions in Q4 2022 and 6 closed out, a net change of +11 holders.
  • The largest CrossAmerica Partners buyer in Q4 2022 was JP Morgan Chase, an estimated $8.03M added.
  • The largest CrossAmerica Partners seller in Q4 2022 was Invesco, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2022.