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CrossAmerica Partners

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.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $219K

6% more capital invested

Capital invested by funds: $189M → $200M (+$10.9M)

0.43% less ownership

Funds ownership: 24.92%24.48% (-0.43%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 5957 (-2)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

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
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$124M
ClearBridge Investments
2
ClearBridge Investments
New York
$15M
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$13.4M -$1.96M -92,070 -13%
JP Morgan Chase
4
JP Morgan Chase
New York
$7.47M -$1.25M -58,881 -14%
First Trust Advisors
5
First Trust Advisors
Illinois
$4.07M -$1.39M -65,620 -26%
Goldman Sachs
6
Goldman Sachs
New York
$4M -$16.4K -771 -0.4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4M +$161K +7,600 +4%
ACM
8
Advisors Capital Management
New Jersey
$3.8M +$153K +7,183 +4%
QPWM
9
Quadrant Private Wealth Management
Pennsylvania
$3.33M -$17.7K -835 -0.5%
Mariner
10
Mariner
Kansas
$2.35M -$67.9K -3,197 -3%
RJA
11
Raymond James & Associates
Florida
$1.86M +$446K +21,015 +32%
Morgan Stanley
12
Morgan Stanley
New York
$1.81M -$1.17M -55,181 -40%
BI
13
Bramshill Investments
Florida
$1.76M +$31.6K +1,489 +2%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.72M
Blackstone Inc
15
Blackstone Inc
New York
$1.59M +$1.57M +74,061 New
Wells Fargo
16
Wells Fargo
California
$918K -$61.7K -2,903 -6%
LPL Financial
17
LPL Financial
California
$688K +$15.9K +750 +2%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$599K -$328K -15,438 -36%
UBS Group
19
UBS Group
Switzerland
$592K +$186K +8,778 +47%
Stifel Financial
20
Stifel Financial
Missouri
$572K +$565K +26,622 New
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$527K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$445K +$4.4K +207 +1%
MBFW
23
Morton Brown Family Wealth
Pennsylvania
$432K
Corient Private Wealth
24
Corient Private Wealth
Florida
$430K +$425K +20,000 New
TIS
25
Tortoise Index Solutions
Kansas
$410K -$63.9K -3,010 -14%

CAPL Hedge Fund Activity: Q1 2023 in Review

57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2023, worth a combined $200M — up 5.8% from $189M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CAPL and 10 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $1.57M. The largest seller was Mirae Asset Global Investments, cutting an estimated $1.96M.

  • 57 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2023, down from 59 in Q4 2022.
  • Funds reported $200M of CrossAmerica Partners stock for Q1 2023, up 5.8% quarter-over-quarter.
  • 10 funds opened new CrossAmerica Partners positions in Q1 2023 and 11 closed out, a net change of -1 holder.
  • The largest CrossAmerica Partners buyer in Q1 2023 was Blackstone Inc, an estimated $1.57M added.
  • The largest CrossAmerica Partners seller in Q1 2023 was Mirae Asset Global Investments, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2023.