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CrossAmerica Partners

63 hedge funds and large institutions have $197M invested in CrossAmerica Partners in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $809K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

6% more capital invested

Capital invested by funds: $186M → $197M (+$11.4M)

0% more funds holding

Funds holding: 6363 (0)

0.01% less ownership

Funds ownership: 23.55%23.54% (-0.01%)

Holders
63
Holders Change
Holders Change %
0%
% 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
17
Reduced
15
Closed
4
Calls
$3.29M
Puts
$809K
Net Calls
+$2.49M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$126M
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$12.5M +$607K +28,758 +5%
ClearBridge Investments
3
ClearBridge Investments
New York
$10.4M
JP Morgan Chase
4
JP Morgan Chase
New York
$7.84M -$104K -4,933 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$6.25M +$6M +283,872 New
First Trust Advisors
6
First Trust Advisors
Illinois
$5.36M -$198K -9,394 -4%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$3.62M +$16.4K +775 +0.5%
Blackstone Inc
8
Blackstone Inc
New York
$2.39M -$95K -4,500 -4%
Mariner
9
Mariner
Kansas
$2.37M -$25.8K -1,221 -1%
LPL Financial
10
LPL Financial
California
$2.36M +$133K +6,306 +6%
USCWA
11
U.S. Capital Wealth Advisors
Texas
$1.76M
NW
12
NewEdge Wealth
Pennsylvania
$1.57M +$797K +37,736 +113%
BI
13
Bramshill Investments
Florida
$1.06M -$47.5K -2,247 -4%
Morgan Stanley
14
Morgan Stanley
New York
$1.05M -$583K -27,595 -37%
Stifel Financial
15
Stifel Financial
Missouri
$978K +$51.2K +2,423 +6%
Goldman Sachs
16
Goldman Sachs
New York
$829K -$29.6K -1,401 -4%
GCP
17
GSA Capital Partners
United Kingdom
$801K +$1.71K +81 +0.2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$637K +$132K +6,259 +28%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$633K +$36.9K +1,747 +6%
Wells Fargo
20
Wells Fargo
California
$633K +$4.29K +203 +0.7%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$568K -$63.5K -3,007 -10%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$561K +$21.1K +1,000 +4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$560K
UBS Group
24
UBS Group
Switzerland
$537K -$4.41K -209 -0.8%
PTC
25
Philadelphia Trust Company
Pennsylvania
$462K

CAPL Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2024, worth a combined $197M — up 6.1% from $186M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CAPL positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was NewEdge Wealth, adding an estimated $797K. The largest seller was Morgan Stanley, cutting an estimated $583K.

  • 63 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $197M of CrossAmerica Partners stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 7 funds opened new CrossAmerica Partners positions in Q4 2024 and 4 closed out, a net change of +3 holders.
  • The largest CrossAmerica Partners buyer in Q4 2024 was NewEdge Wealth, an estimated $797K added.
  • The largest CrossAmerica Partners seller in Q4 2024 was Morgan Stanley, an estimated $583K sold.

Based on aggregated 13F filings for Q4 2024.