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CrossAmerica Partners

58 hedge funds and large institutions have $177M invested in CrossAmerica Partners in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

63% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $839K

0.67% less ownership

Funds ownership: 24.08%23.4% (-0.67%)

6% less funds holding

Funds holding: 6258 (-4)

14% less capital invested

Capital invested by funds: $207M → $177M (-$29.7M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
11
Closed
7
Calls
$1.36M
Puts
$839K
Net Calls
+$526K
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$114M
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$10.7M +$11.5M +540,309 New
ClearBridge Investments
3
ClearBridge Investments
New York
$9.35M
JP Morgan Chase
4
JP Morgan Chase
New York
$6.59M -$2.73M -128,823 -28%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.09M +$7.43K +350 +0.2%
First Trust Advisors
6
First Trust Advisors
Illinois
$4.06M +$618K +29,100 +17%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$3.23M +$29.2K +1,378 +0.9%
LPL Financial
8
LPL Financial
California
$1.92M +$213K +10,030 +12%
Blackstone Inc
9
Blackstone Inc
New York
$1.79M +$318K +14,966 +20%
Citadel Advisors
10
Citadel Advisors
Florida
$1.73M +$412K +19,391 +29%
Mariner
11
Mariner
Kansas
$1.67M -$1.4K -66 -0.1%
RJA
12
Raymond James & Associates
Florida
$1.64M -$82.7K -3,896 -5%
Wells Fargo
13
Wells Fargo
California
$1.59M -$171K -8,048 -9%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.59M
Morgan Stanley
15
Morgan Stanley
New York
$1.19M -$850K -40,032 -40%
BI
16
Bramshill Investments
Florida
$1M -$74.9K -3,528 -7%
OWA
17
Outlook Wealth Advisors
Texas
$853K
Stifel Financial
18
Stifel Financial
Missouri
$840K +$45.7K +2,152 +5%
Goldman Sachs
19
Goldman Sachs
New York
$778K +$12.7K +596 +2%
GCP
20
GSA Capital Partners
United Kingdom
$769K +$49.8K +2,346 +6%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$619K +$5.05K +238 +0.8%
UBS Group
22
UBS Group
Switzerland
$564K -$142K -6,676 -19%
Corient Private Wealth
23
Corient Private Wealth
Florida
$505K +$106K +5,000 +24%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$483K
Bank of America
25
Bank of America
North Carolina
$456K -$65.3K -3,078 -12%

CAPL Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q2 2024, worth a combined $177M — down 14% from $207M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CAPL and 4 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 21 added.

The largest buyer was First Trust Advisors, adding an estimated $618K. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $12.8M sold.

  • 58 institutional investors held CrossAmerica Partners (CAPL) as of Q2 2024, down from 62 in Q1 2024.
  • Funds reported $177M of CrossAmerica Partners stock for Q2 2024, down 14% quarter-over-quarter.
  • 4 funds opened new CrossAmerica Partners positions in Q2 2024 and 7 closed out, a net change of -3 holders.
  • The largest CrossAmerica Partners buyer in Q2 2024 was First Trust Advisors, an estimated $618K added.
  • The largest CrossAmerica Partners seller in Q2 2024 was Mirae Asset Global Investments, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2024.