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CrossAmerica Partners

56 hedge funds and large institutions have $195M invested in CrossAmerica Partners in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

9% more capital invested

Capital invested by funds: $179M → $195M (+$15.8M)

0.28% less ownership

Funds ownership: 23.9%23.62% (-0.28%)

3% less funds holding

Funds holding: 5856 (-2)

18% less call options, than puts

Call options by funds: $915K | Put options by funds: $1.11M

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
24
Reduced
10
Closed
4
Calls
$915K
Puts
$1.11M
Net Calls
-$198K
Net Calls Change
-$632K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$124M -$845K -42,714 -0.7%
ClearBridge Investments
2
ClearBridge Investments
New York
$15M -$92.9K -4,700 -0.7%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$14M +$489K +24,730 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$8.27M +$472K +23,885 +7%
First Trust Advisors
5
First Trust Advisors
Illinois
$4.34M +$142K +7,169 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.31M +$132K +6,651 +3%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$3.4M +$25.3K +1,280 +0.8%
Mariner
8
Mariner
Kansas
$1.94M -$313K -15,850 -15%
RJA
9
Raymond James & Associates
Florida
$1.89M +$5.4K +273 +0.3%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$1.74M
Blackstone Inc
11
Blackstone Inc
New York
$1.63M +$21.8K +1,102 +1%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$1.3M +$57.3K +2,898 +5%
Wells Fargo
13
Wells Fargo
California
$1.04M +$98.6K +4,989 +12%
Morgan Stanley
14
Morgan Stanley
New York
$991K -$692K -35,014 -43%
LPL Financial
15
LPL Financial
California
$727K -$28.8K -1,455 -4%
Stifel Financial
16
Stifel Financial
Missouri
$680K +$93.4K +4,723 +18%
Citadel Advisors
17
Citadel Advisors
Florida
$658K +$189K +9,579 +46%
Jane Street
18
Jane Street
New York
$632K +$61.4K +3,103 +12%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$531K
ETC
20
Exchange Traded Concepts
Oklahoma
$463K +$83.1K +4,202 +25%
TIS
21
Tortoise Index Solutions
Kansas
$463K +$83.1K +4,202 +25%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$448K +$178 +9 +0%
MBFW
23
Morton Brown Family Wealth
Pennsylvania
$436K
Corient Private Wealth
24
Corient Private Wealth
Florida
$434K
KACA
25
Kayne Anderson Capital Advisors
California
$419K +$125K +6,300 +48%

CAPL Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2023, worth a combined $195M — up 8.9% from $179M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CAPL and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 24 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $489K. The largest seller was Bramshill Investments, exiting entirely with an estimated $1.59M sold.

  • 56 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2023, down from 58 in Q2 2023.
  • Funds reported $195M of CrossAmerica Partners stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 2 funds opened new CrossAmerica Partners positions in Q3 2023 and 4 closed out, a net change of -2 holders.
  • The largest CrossAmerica Partners buyer in Q3 2023 was Mirae Asset Global Investments, an estimated $489K added.
  • The largest CrossAmerica Partners seller in Q3 2023 was Bramshill Investments, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2023.