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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
SIA
276
SkyView Investment Advisors
New Jersey
$4.28M -$796K -10,033 -15%
CWM
277
Compass Wealth Management
Connecticut
$4.16M -$15.3K -193 -0.3%
MYIA
278
Mount Yale Investment Advisors
Colorado
$4.16M +$599K +7,554 +16%
CWM
279
Congress Wealth Management
Massachusetts
$4.15M -$196K -2,476 -4%
CB
280
Commerce Bank
Missouri
$4.12M -$263K -3,311 -6%
MCG
281
McCollum Christoferson Group
New York
$4.12M +$238K +2,997 +6%
PGDP
282
Pragma Gestao de Patrimonio
Brazil
$4.09M +$2.38M +30,000 +120%
BGDI
283
BW Gestao de Investimentos
Brazil
$4.09M +$3.81M +48,000 +686%
JFL
284
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.09M +$86.1K +1,085 +2%
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$4.07M -$1.4M -17,626 -24%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$4.03M +$385K +4,857 +10%
GGI
287
GPM Growth Investors
Michigan
$3.98M -$21.3K -269 -0.5%
TF
288
Threadgill Financial
Texas
$3.92M +$1.49M +18,839 +54%
Wealth Enhancement Advisory Services
289
Wealth Enhancement Advisory Services
Minnesota
$3.85M +$3.86M +48,667 +1,574%
State Board of Administration of Florida Retirement System
290
State Board of Administration of Florida Retirement System
Florida
$3.84M +$3.85M +48,562 +1,620%
Commonwealth Equity Services
291
Commonwealth Equity Services
Massachusetts
$3.8M +$11.7K +148 +0.3%
TC
292
TownSquare Capital
Utah
$3.8M -$287K -3,615 -7%
CGIM
293
Capital Group Investment Management
Singapore
$3.78M
SBWIC
294
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.77M +$59.6K +751 +2%
NCM
295
Narwhal Capital Management
Georgia
$3.77M +$737K +9,290 +22%
Adage Capital Partners
296
Adage Capital Partners
Massachusetts
$3.72M -$22.2M -279,721 -85%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$3.71M -$117K -1,480 -3%
TVWM
298
Tower View Wealth Management
Wisconsin
$3.71M -$6.42K -81 -0.2%
FPGK
299
Financial Partners Group (Kansas)
Kansas
$3.7M -$19.2K -242 -0.5%
OIA
300
OneDigital Investment Advisors
Kansas
$3.58M +$33.7K +425 +0.9%

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.