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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
DKCM
251
Davidson Kempner Capital Management
New York
$6.12M +$6.52M +82,198 New
HIM
252
Hillsdale Investment Management
Ontario, Canada
$5.99M +$1.59K +20 +0%
PCP
253
Pacific Capital Partners
$5.95M +$6.35M +80,000 New
CCG
254
Cloverfields Capital Group
Minnesota
$5.94M -$56.1K -707 -0.9%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$5.87M +$6.26M +78,919 New
BPA
256
Beacon Pointe Advisors
California
$5.79M -$104K -1,306 -2%
EHC
257
Everett Harris & Co
California
$5.79M -$23.2K -292 -0.4%
O
258
Ossiam
France
$5.59M +$5.94M +74,845 New
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$5.22M -$1.75M -22,065 -24%
RCM
260
Ravenstone Capital Management
$5.2M +$733K +9,240 +15%
LSWM
261
Lorne Steinberg Wealth Management
Canada
$5.2M +$347K +4,380 +7%
SAM
262
Shell Asset Management
Netherlands
$5.13M -$60.9K -768 -1%
MGWM
263
Marks Group Wealth Management
Minnesota
$5.1M +$65.8K +830 +1%
JAM
264
JCIC Asset Management
Ontario, Canada
$4.97M -$111K -1,405 -2%
CAM
265
Congress Asset Management
Massachusetts
$4.96M -$166K -2,094 -3%
Verition Fund Management
266
Verition Fund Management
Connecticut
$4.9M +$5.22M +65,816 New
FMAEN1
267
Fund Management at Engine No 1
California
$4.86M -$2.39M -30,183 -32%
Renaissance Technologies
268
Renaissance Technologies
New York
$4.83M +$5.15M +64,900 New
MVIP
269
Mar Vista Investment Partners
California
$4.79M
CGH
270
Crossmark Global Holdings
Texas
$4.75M +$182K +2,291 +4%
IP
271
Interval Partners
New York
$4.74M -$1.29M -16,239 -20%
TGCMU
272
Titan Global Capital Management USA
New York
$4.72M -$329K -4,153 -6%
Ensign Peak Advisors
273
Ensign Peak Advisors
Utah
$4.65M +$31.7K +400 +0.6%
OAM
274
Oppenheimer Asset Management
New York
$4.43M +$1.6M +20,111 +51%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$4.28M -$3.72M -46,937 -45%

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.