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CrossAmerica Partners

57 hedge funds and large institutions have $210M invested in CrossAmerica Partners in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $718K

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $195M → $210M (+$15.5M)

2% more funds holding

Funds holding: 5657 (+1)

0.64% more ownership

Funds ownership: 23.62%24.25% (+0.64%)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
10
Closed
4
Calls
$1.75M
Puts
$718K
Net Calls
+$1.03M
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$130M
ClearBridge Investments
2
ClearBridge Investments
New York
$14.3M -$1.41M -63,764 -9%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$14.3M -$474K -21,365 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$11.4M +$2.68M +120,700 +32%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.67M +$139K +6,264 +3%
QPWM
6
Quadrant Private Wealth Management
Pennsylvania
$3.61M +$28.6K +1,288 +0.8%
First Trust Advisors
7
First Trust Advisors
Illinois
$3.51M -$1.02M -46,158 -23%
Morgan Stanley
8
Morgan Stanley
New York
$3.27M +$2.16M +97,525 +213%
RJA
9
Raymond James & Associates
Florida
$2M +$17.2K +774 +0.9%
Mariner
10
Mariner
Kansas
$1.96M -$75.9K -3,425 -4%
Wells Fargo
11
Wells Fargo
California
$1.83M +$710K +32,029 +67%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$1.82M
Blackstone Inc
13
Blackstone Inc
New York
$1.71M
Goldman Sachs
14
Goldman Sachs
New York
$1.48M +$1.07M +48,254 +289%
BI
15
Bramshill Investments
Florida
$1.36M +$1.32M +59,485 New
N
16
Natixis
France
$1.21M +$1.18M +53,200 New
LPL Financial
17
LPL Financial
California
$954K +$184K +8,299 +25%
Citadel Advisors
18
Citadel Advisors
Florida
$858K +$161K +7,277 +24%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$693K -$652K -29,406 -49%
UBS Group
20
UBS Group
Switzerland
$628K +$276K +12,440 +82%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$559K
TIS
22
Tortoise Index Solutions
Kansas
$549K +$60.9K +2,745 +13%
ETC
23
Exchange Traded Concepts
Oklahoma
$548K +$59.6K +2,687 +13%
Stifel Financial
24
Stifel Financial
Missouri
$516K -$194K -8,733 -28%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$512K +$87.7K +3,955 +21%

CAPL Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2023, worth a combined $210M — up 8% from $195M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CAPL positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.68M. The largest seller was ClearBridge Investments, cutting an estimated $1.41M.

  • 57 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $210M of CrossAmerica Partners stock for Q4 2023, up 8% quarter-over-quarter.
  • 7 funds opened new CrossAmerica Partners positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest CrossAmerica Partners buyer in Q4 2023 was JP Morgan Chase, an estimated $2.68M added.
  • The largest CrossAmerica Partners seller in Q4 2023 was ClearBridge Investments, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2023.