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Canadian Pacific Kansas City

901 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 316 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $131M | Put options by funds: $79.7M

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 284

2% more funds holding

Funds holding: 881901 (+20)

2.07% more ownership

Funds ownership: 71.5%73.57% (+2.1%)

5% less capital invested

Capital invested by funds: $53.9B → $51.2B (-$2.69B)

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

Holders
901
Holders Change
+20
Holders Change %
+2.27%
% of All Funds
14.3%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
316
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$8.62M -$472K -5,953 -5%
WJWM
227
Williams Jones Wealth Management
New York
$8.6M +$412K +5,195 +5%
VanEck Associates
228
VanEck Associates
New York
$8.53M -$209K -2,635 -2%
Truist Financial
229
Truist Financial
North Carolina
$8.36M +$1.29M +16,289 +17%
URS
230
Utah Retirement Systems
Utah
$8.16M
ECM
231
Element Capital Management
New York
$7.81M +$8.33M +105,022 New
N
232
Nuveen
North Carolina
$7.73M -$2.58M -32,535 -24%
Skandinaviska Enskilda Banken (SEB)
233
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.72M -$1.81M -22,847 -18%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$7.7M +$8.21M +103,458 New
LKIM
235
Lawson Kroeker Investment Management
Nebraska
$7.47M -$25.9K -327 -0.3%
KJHP
236
K.J. Harrison & Partners
Ontario, Canada
$7.46M -$7.14K -90 -0.1%
BCP
237
Bluegrass Capital Partners
Florida
$7.44M
CIC
238
Canal Insurance Company
South Carolina
$7.44M
ECM
239
Estabrook Capital Management
New York
$7.34M -$178K -2,250 -2%
BA
240
Bridgewater Associates
Connecticut
$7.22M -$559K -7,050 -7%
Baird Financial Group
241
Baird Financial Group
Wisconsin
$7.18M +$4.95M +62,464 +183%
LGF
242
LGT Group Foundation
Liechtenstein
$7.11M -$15.7M -198,072 -67%
William Blair & Company
243
William Blair & Company
Illinois
$7.04M -$122K -1,543 -2%
TAM
244
Trillium Asset Management
Massachusetts
$7.01M -$148K -1,872 -2%
SSA
245
Schonfeld Strategic Advisors
New York
$6.79M -$5.73M -72,300 -44%
EWA
246
Exencial Wealth Advisors
Oklahoma
$6.79M -$583K -7,344 -7%
KCM
247
Kornitzer Capital Management
Kansas
$6.67M -$24.4K -308 -0.3%
BBVA
248
Banco Bilbao Vizcaya Argentaria
Spain
$6.27M +$555K +7,000 +9%
SG Americas Securities
249
SG Americas Securities
New York
$6.21M +$161K +2,032 +2%
AP
250
Appleton Partners
Massachusetts
$6.17M +$2.79M +35,220 +74%

CP Hedge Fund Activity: Q3 2023 in Review

901 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2023, worth a combined $51.2B — down 5% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CP positions and 67 closed out — a net gain of 28 holders — while 316 added to existing stakes and 284 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $541M. The largest seller was Fidelity International, cutting an estimated $653M.

  • 901 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2023, up from 881 in Q2 2023.
  • Funds reported $51.2B of Canadian Pacific Kansas City stock for Q3 2023, down 5% quarter-over-quarter.
  • 95 funds opened new Canadian Pacific Kansas City positions in Q3 2023 and 67 closed out, a net change of +28 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2023 was WCM Investment Management, an estimated $541M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2023 was Fidelity International, an estimated $653M sold.

Based on aggregated 13F filings for Q3 2023.