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CrossAmerica Partners

62 hedge funds and large institutions have $207M invested in CrossAmerica Partners in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

9% more funds holding

Funds holding: 5762 (+5)

0.18% less ownership

Funds ownership: 24.25%24.08% (-0.18%)

1% less capital invested

Capital invested by funds: $210M → $207M (-$2.91M)

48% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $3.96M

Holders
62
Holders Change
+5
Holders Change %
+8.77%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
14
Closed
2
Calls
$2.08M
Puts
$3.96M
Net Calls
-$1.88M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$130M
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$12.8M -$83.9K -3,718 -0.6%
ClearBridge Investments
3
ClearBridge Investments
New York
$10.7M -$3.56M -157,829 -25%
JP Morgan Chase
4
JP Morgan Chase
New York
$10.5M -$922K -40,874 -8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.69M +$18.6K +823 +0.4%
First Trust Advisors
6
First Trust Advisors
Illinois
$4M +$488K +21,641 +14%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$3.68M +$72.8K +3,226 +2%
Morgan Stanley
8
Morgan Stanley
New York
$2.28M -$977K -43,316 -30%
Wells Fargo
9
Wells Fargo
California
$2.01M +$183K +8,125 +10%
LPL Financial
10
LPL Financial
California
$1.97M +$1.01M +44,825 +107%
RJA
11
Raymond James & Associates
Florida
$1.97M -$32.9K -1,460 -2%
Mariner
12
Mariner
Kansas
$1.92M -$45.6K -2,022 -2%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$1.82M
Blackstone Inc
14
Blackstone Inc
New York
$1.71M
Citadel Advisors
15
Citadel Advisors
Florida
$1.55M +$683K +30,268 +80%
BI
16
Bramshill Investments
Florida
$1.23M -$124K -5,502 -9%
Stifel Financial
17
Stifel Financial
Missouri
$915K +$396K +17,537 +77%
Goldman Sachs
18
Goldman Sachs
New York
$880K -$594K -26,335 -41%
GCP
19
GSA Capital Partners
United Kingdom
$830K +$364K +16,153 +80%
UBS Group
20
UBS Group
Switzerland
$799K +$170K +7,521 +27%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$706K +$12.7K +565 +2%
Bank of America
22
Bank of America
North Carolina
$594K +$417K +18,499 +245%
N
23
Natixis
France
$586K -$620K -27,500 -52%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$563K
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$536K +$23.4K +1,036 +5%

CAPL Hedge Fund Activity: Q1 2024 in Review

62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2024, worth a combined $207M — down 1.4% from $210M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CAPL positions and 2 closed out — a net gain of 6 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.01M. The largest seller was ClearBridge Investments, cutting an estimated $3.56M.

  • 62 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2024, up from 57 in Q4 2023.
  • Funds reported $207M of CrossAmerica Partners stock for Q1 2024, down 1.4% quarter-over-quarter.
  • 8 funds opened new CrossAmerica Partners positions in Q1 2024 and 2 closed out, a net change of +6 holders.
  • The largest CrossAmerica Partners buyer in Q1 2024 was LPL Financial, an estimated $1.01M added.
  • The largest CrossAmerica Partners seller in Q1 2024 was ClearBridge Investments, an estimated $3.56M sold.

Based on aggregated 13F filings for Q1 2024.