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CrossAmerica Partners
CAPL

Overview Fund Activity

57 hedge funds and large institutions have $200M invested in CrossAmerica Partners in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
14
Closed
11
Calls
$1.04M
Puts
$219K
Net Calls
+$819K
Net Calls Change
+$214K

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$1.59M
2
Stifel Financial
2
Stifel Financial
Missouri
$572K
3
RJA
3
Raymond James & Associates
Florida
$1.86M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$430K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$359K

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$13.4M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$4.07M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.81M
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$124M 5,762,843 – –
ClearBridge Investments
2
ClearBridge Investments
New York
$15M 699,335 – –
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$13.4M 621,427 -92,070 -13%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$7.47M 347,590 -58,881 -14%
First Trust Advisors
5
First Trust Advisors
Illinois
$4.07M 189,323 -65,620 -26%
Goldman Sachs
6
Goldman Sachs
New York
$4M 186,337 -771 -0.4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4M 186,009 +7,600 +4%
ACM
8
Advisors Capital Management
New Jersey
$3.8M 176,736 +7,183 +4%
QPWM
9
Quadrant Private Wealth Management
Pennsylvania
$3.33M 154,853 -835 -0.5%
Mariner
10
Mariner
Kansas
$2.35M 109,421 -3,197 -3%
RJA
11
Raymond James & Associates
Florida
$1.86M 86,678 +21,015 +32%
Morgan Stanley
12
Morgan Stanley
New York
$1.81M 84,233 -55,181 -40%
BI
13
Bramshill Investments
Florida
$1.76M 82,128 +1,489 +2%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.72M 80,000 – –
Blackstone Inc
15
Blackstone Inc
New York
$1.59M 74,061 +74,061 New
Wells Fargo
16
Wells Fargo
California
$918K 42,718 -2,903 -6%
LPL Financial
17
LPL Financial
California
$688K 32,003 +750 +2%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$599K 27,891 -15,438 -36%
UBS Group
19
UBS Group
Switzerland
$592K 27,533 +8,778 +47%
Stifel Financial
20
Stifel Financial
Missouri
$572K 26,622 +26,622 New
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$527K 24,500 – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$445K 20,686 +207 +1%
MBFW
23
Morton Brown Family Wealth
Pennsylvania
$432K 20,096 – –
Corient Private Wealth
24
Corient Private Wealth
Florida
$430K 20,000 +20,000 New
TIS
25
Tortoise Index Solutions
Kansas
$410K 19,065 -3,010 -14%
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