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Canadian Pacific Kansas City

881 hedge funds and large institutions have $53.9B invested in Canadian Pacific Kansas City in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 265 increasing their positions, 270 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

24% more funds holding in top 10

Funds holding in top 10: 4556 (+11)

6% more capital invested

Capital invested by funds: $50.9B → $53.9B (+$3.01B)

5% more funds holding

Funds holding: 837881 (+44)

1.33% more ownership

Funds ownership: 70.17%71.5% (+1.3%)

2% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 270

19% less call options, than puts

Call options by funds: $103M | Put options by funds: $127M

Holders
881
Holders Change
+44
Holders Change %
+5.26%
% of All Funds
13.83%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.88%
New
155
Increased
265
Reduced
270
Closed
103
Calls
$103M
Puts
$127M
Net Calls
-$24.3M
Net Calls Change
-$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Congress Asset Management
Massachusetts
$5.55M -$607K -7,686 -10%
JAM
252
JCIC Asset Management
Ontario, Canada
$5.52M -$342K -4,330 -6%
SIA
253
SkyView Investment Advisors
New Jersey
$5.48M +$1.81M +22,982 +52%
MGWM
254
Marks Group Wealth Management
Minnesota
$5.47M +$22.7K +288 +0.4%
TGCMU
255
Titan Global Capital Management USA
New York
$5.45M -$334K -4,226 -6%
BCI
256
Brinker Capital Investments
Pennsylvania
$5.43M -$79.4K -1,006 -1%
OPS
257
Orion Portfolio Solutions
Nebraska
$5.43M -$79.4K -1,006 -1%
HP
258
Hartree Partners
New York
$5.41M
LSWM
259
Lorne Steinberg Wealth Management
Canada
$5.27M +$68.3K +865 +1%
BRC
260
Bishop Rock Capital
New York
$5.25M +$167K +2,118 +3%
CGH
261
Crossmark Global Holdings
Texas
$5.22M +$33.7K +427 +0.7%
MVIP
262
Mar Vista Investment Partners
California
$5.21M +$1.26K +16 +0%
Twin Tree Management
263
Twin Tree Management
Texas
$5.08M +$4.96M +62,845 New
Ensign Peak Advisors
264
Ensign Peak Advisors
Utah
$4.9M
RCM
265
Ravenstone Capital Management
$4.89M +$2.91M +36,835 +156%
CB
266
Commerce Bank
Missouri
$4.74M
CWM
267
Congress Wealth Management
Massachusetts
$4.71M -$544K -6,886 -11%
PAMP
268
Polar Asset Management Partners
Ontario, Canada
$4.61M +$4.51M +57,069 New
CWM
269
Compass Wealth Management
Connecticut
$4.53M -$1.97K -25 -0%
TC
270
TownSquare Capital
Utah
$4.42M +$307K +3,888 +8%
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$4.4M +$1.7M +21,525 +65%
BCM
272
Barometer Capital Management
Ontario, Canada
$4.35M +$3.21M +40,640 New
JFL
273
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.34M -$208K -2,637 -5%
GGI
274
GPM Growth Investors
Michigan
$4.34M +$65.8K +833 +2%
MCG
275
McCollum Christoferson Group
New York
$4.22M +$372K +4,715 +10%

CP Hedge Fund Activity: Q2 2023 in Review

881 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2023, worth a combined $53.9B — up 5.9% from $50.9B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new CP positions and 103 closed out — a net gain of 52 holders — while 265 added to existing stakes and 270 trimmed.

The largest buyer was TD Asset Management, opening a new position worth an estimated $1.14B. The largest seller was Fidelity International, cutting an estimated $596M.

  • 881 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $53.9B of Canadian Pacific Kansas City stock for Q2 2023, up 5.9% quarter-over-quarter.
  • 155 funds opened new Canadian Pacific Kansas City positions in Q2 2023 and 103 closed out, a net change of +52 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2023 was TD Asset Management, an estimated $1.14B added.
  • The largest Canadian Pacific Kansas City seller in Q2 2023 was Fidelity International, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2023.