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CrossAmerica Partners

63 hedge funds and large institutions have $186M invested in CrossAmerica Partners in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

117% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $576K

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

9% more funds holding

Funds holding: 5863 (+5)

5% more capital invested

Capital invested by funds: $177M → $186M (+$8.35M)

0.15% more ownership

Funds ownership: 23.4%23.55% (+0.15%)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
15
Closed
2
Calls
$1.25M
Puts
$576K
Net Calls
+$675K
Net Calls Change
+$149K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$119M
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$11.2M -$23.4K -1,166 -0.2%
ClearBridge Investments
3
ClearBridge Investments
New York
$9.76M
JP Morgan Chase
4
JP Morgan Chase
New York
$7.48M +$581K +28,991 +9%
First Trust Advisors
5
First Trust Advisors
Illinois
$5.24M +$962K +48,050 +23%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.29M +$19.1K +956 +0.5%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$3.39M +$20.5K +1,023 +0.6%
Blackstone Inc
8
Blackstone Inc
New York
$2.35M +$464K +23,143 +26%
Mariner
9
Mariner
Kansas
$2.25M +$495K +24,699 +29%
LPL Financial
10
LPL Financial
California
$2.09M +$88.5K +4,420 +5%
USCWA
11
U.S. Capital Wealth Advisors
Texas
$1.66M
RJA
12
Raymond James & Associates
Florida
$1.6M -$104K -5,180 -6%
Morgan Stanley
13
Morgan Stanley
New York
$1.56M +$309K +15,403 +26%
BI
14
Bramshill Investments
Florida
$1.05M +$681 +34 +0.1%
Stifel Financial
15
Stifel Financial
Missouri
$871K -$5.51K -275 -0.6%
Goldman Sachs
16
Goldman Sachs
New York
$809K -$2.48K -124 -0.3%
GCP
17
GSA Capital Partners
United Kingdom
$753K -$48.7K -2,430 -6%
NW
18
NewEdge Wealth
Pennsylvania
$694K +$671K +33,496 New
Citadel Advisors
19
Citadel Advisors
Florida
$672K -$1.1M -54,860 -63%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$598K -$47.3K -2,362 -8%
Wells Fargo
21
Wells Fargo
California
$592K -$1.03M -51,656 -64%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$560K +$85.5K +4,267 +19%
Corient Private Wealth
23
Corient Private Wealth
Florida
$527K
UBS Group
24
UBS Group
Switzerland
$510K -$75.7K -3,778 -13%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$508K

CAPL Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q3 2024, worth a combined $186M — up 4.7% from $177M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CAPL positions and 2 closed out — a net gain of 5 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $962K. The largest seller was Citadel Advisors, cutting an estimated $1.1M.

  • 63 institutional investors held CrossAmerica Partners (CAPL) as of Q3 2024, up from 58 in Q2 2024.
  • Funds reported $186M of CrossAmerica Partners stock for Q3 2024, up 4.7% quarter-over-quarter.
  • 7 funds opened new CrossAmerica Partners positions in Q3 2024 and 2 closed out, a net change of +5 holders.
  • The largest CrossAmerica Partners buyer in Q3 2024 was First Trust Advisors, an estimated $962K added.
  • The largest CrossAmerica Partners seller in Q3 2024 was Citadel Advisors, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2024.