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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
RPGK
301
Retirement Planning Group (Kansas)
Kansas
$3.52M
AF
302
Alerus Financial
North Dakota
$3.47M -$43.6K -550 -1%
Jennison Associates
303
Jennison Associates
New York
$3.41M -$445K -5,613 -11%
GT
304
Glenmede Trust
Pennsylvania
$3.4M +$3.62M +45,652 New
KFP
305
KB Financial Partners
New Jersey
$3.36M +$34.9K +440 +1%
SF
306
Synovus Financial
Georgia
$3.34M +$341K +4,303 +11%
MAM
307
Madison Asset Management
Wisconsin
$3.31M -$53.4K -673 -1%
SCA
308
Snowden Capital Advisors
New York
$3.27M +$919K +11,590 +36%
SCM
309
Seascape Capital Management
New Hampshire
$3.25M +$30.6K +386 +0.9%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$3.15M +$484K +6,105 +17%
KeyBank National Association
311
KeyBank National Association
Ohio
$3.14M +$12.6K +159 +0.4%
State of Wisconsin Investment Board
312
State of Wisconsin Investment Board
Wisconsin
$3.06M -$5.93M -74,700 -65%
BHC
313
Bowen Hanes & Co
Florida
$3.05M -$63.9K -806 -2%
GCAC
314
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.04M +$522K +6,583 +19%
NS
315
NBC Securities
Alabama
$3.03M +$3.23M +40,748 New
SIM
316
Sterling Investment Management
Arizona
$3M +$63.1K +795 +2%
PC
317
Pecaut & Co
Iowa
$2.92M +$1.41M +17,800 +83%
JA
318
JLB & Associates
Michigan
$2.92M +$504K +6,351 +28%
WHAM
319
Windmill Hill Asset Management
United Kingdom
$2.91M
MGP
320
Metis Global Partners
California
$2.89M -$28.8K -363 -0.9%
GF
321
Gabelli Funds
New York
$2.89M -$117K -1,475 -4%
PFO
322
Pathstone Family Office
New Jersey
$2.88M +$2.12M +26,781 +224%
GIA
323
GHP Investment Advisors
Colorado
$2.88M -$302K -3,807 -9%
AG
324
AIA Group
Hong Kong
$2.87M +$378K +4,766 +14%
ATI
325
Act Two Investors
California
$2.83M

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.