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Canadian Pacific Kansas City

914 hedge funds and large institutions have $47.3B invested in Canadian Pacific Kansas City in 2021 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 354 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,037% more first-time investments, than exits

New positions opened: 398 | Existing positions closed: 35

289% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 91

100% more funds holding in top 10

Funds holding in top 10: 1836 (+18)

63% more funds holding

Funds holding: 561914 (+353)

38% more capital invested

Capital invested by funds: $34.3B → $47.3B (+$13B)

6.49% less ownership

Funds ownership: 78.27%71.79% (-6.5%)

31% less call options, than puts

Call options by funds: $194M | Put options by funds: $282M

Holders
914
Holders Change
+353
Holders Change %
+62.92%
% of All Funds
14.07%
Holding in Top 10
36
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+100%
% of All Funds
0.55%
New
398
Increased
354
Reduced
91
Closed
35
Calls
$194M
Puts
$282M
Net Calls
-$88.5M
Net Calls Change
-$77.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
226
Financial Counselors Inc
Kansas
$8.15M +$8.27M +113,266 New
Mitsubishi UFJ Trust & Banking
227
Mitsubishi UFJ Trust & Banking
Japan
$8.03M +$4.44M +60,789 +192%
OC
228
Oppenheimer & Co
New York
$7.96M +$7.48M +102,453 +1,258%
HM
229
Heronetta Management
New York
$7.92M
Truist Financial
230
Truist Financial
North Carolina
$7.87M +$1.66M +22,774 +26%
LKIM
231
Lawson Kroeker Investment Management
Nebraska
$7.82M +$7.94M +108,660 New
PC
232
Permanens Capital
New York
$7.78M
CWM
233
Congress Wealth Management
Massachusetts
$7.59M +$7.7M +105,444 New
SAM
234
Shell Asset Management
Netherlands
$7.52M +$2.85M +39,075 +60%
ECM
235
Estabrook Capital Management
New York
$7.51M -$172K -2,350 -2%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$7.49M +$7.66M +104,877 New
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$7.42M +$2.16M +29,606 +40%
ET
238
Equitable Trust
Tennessee
$7.41M -$367K -5,021 -5%
CIC
239
Canal Insurance Company
South Carolina
$7.2M
Osaic Holdings
240
Osaic Holdings
Arizona
$7.2M +$1.68M +23,021 +30%
AIM
241
Artemis Investment Management
United Kingdom
$7.19M +$5.84M +80,000 +400%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$7.17M +$6.98M +95,496 +2,276%
DADC
243
D.A. Davidson & Co
Montana
$7.16M +$5.23M +71,606 +256%
WJWM
244
Williams Jones Wealth Management
New York
$6.7M +$930K +12,735 +16%
BCI
245
Brinker Capital Investments
Pennsylvania
$6.6M +$999K +13,672 +18%
US Bancorp
246
US Bancorp
Minnesota
$6.38M +$2.86M +39,141 +79%
WBC
247
Westpac Banking Corp
Australia
$6.26M +$163K +2,229 +3%
BPA
248
Beacon Pointe Advisors
California
$6.25M +$6.35M +86,932 New
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$6.16M +$4.12M +56,406 +193%
JAM
250
JCIC Asset Management
Ontario, Canada
$6.08M -$22.6K -310 -0.4%

CP Hedge Fund Activity: Q4 2021 in Review

914 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2021, worth a combined $47.3B — up 38% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 398 funds opened new CP positions and 35 closed out — a net gain of 363 holders — while 354 added to existing stakes and 91 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $1.05B. The largest seller was Viking Global Investors, exiting entirely with an estimated $224M sold.

  • 914 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2021, up from 561 in Q3 2021.
  • Funds reported $47.3B of Canadian Pacific Kansas City stock for Q4 2021, up 38% quarter-over-quarter.
  • 398 funds opened new Canadian Pacific Kansas City positions in Q4 2021 and 35 closed out, a net change of +363 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2021 was Massachusetts Financial Services, an estimated $1.05B added.
  • The largest Canadian Pacific Kansas City seller in Q4 2021 was Viking Global Investors, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2021.