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Canadian Pacific Kansas City

561 hedge funds and large institutions have $34.3B invested in Canadian Pacific Kansas City in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 222 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 147

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7.22% more ownership

Funds ownership: 71.05%78.27% (+7.2%)

1% more funds holding

Funds holding: 556561 (+5)

7% less call options, than puts

Call options by funds: $147M | Put options by funds: $158M

6% less capital invested

Capital invested by funds: $36.6B → $34.3B (-$2.29B)

Holders
561
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
9.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
72
Increased
222
Reduced
147
Closed
62
Calls
$147M
Puts
$158M
Net Calls
-$10.9M
Net Calls Change
+$488M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
326
Bayesian Capital Management
New York
$664K +$727K +10,200 New
SP
327
Symmetry Partners
Connecticut
$659K -$197K -2,760 -22%
HTHT
328
Hemenway Trust Hemenway Trust
New Hampshire
$650K -$10.7K -150 -1%
CI
329
Cigna Investments
Connecticut
$650K -$10.2K -143 -1%
V
330
VeraBank
Texas
$638K
IWM
331
IHT Wealth Management
Illinois
$634K +$694K +9,743 New
FMT
332
First Mercantile Trust
Tennessee
$629K -$101K -1,420 -13%
KFI
333
Key Financial Inc
Pennsylvania
$610K
AMG
334
Asset Management Group
Connecticut
$602K
PAG
335
Private Advisor Group
New Jersey
$599K -$5.63K -79 -0.9%
GAG
336
GM Advisory Group
New York
$595K
S
337
SignatureFD
Georgia
$586K -$23.7K -333 -4%
GIA
338
Guyasuta Investment Advisors
Pennsylvania
$586K +$214K +3,000 +50%
Prudential Financial
339
Prudential Financial
New Jersey
$582K +$29.6K +415 +5%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$561K +$62.2K +873 +11%
VF
341
Virtu Financial
New York
$548K +$600K +8,420 New
ATC
342
Argent Trust Co
Tennessee
$534K +$115K +1,620 +25%
SLF
343
Sun Life Financial
Ontario, Canada
$531K +$180K +2,522 +45%
OC
344
Oppenheimer & Co
New York
$529K +$75.8K +1,064 +15%
D.E. Shaw & Co
345
D.E. Shaw & Co
New York
$527K +$575K +8,075 New
HCA
346
Harbour Capital Advisors
Virginia
$516K
NA
347
NewEdge Advisors
Louisiana
$514K +$2.49K +35 +0.4%
AC
348
Avestar Capital
New York
$508K +$1.85K +26 +0.3%
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$506K -$12.9K -181 -2%
BP
350
Ballentine Partners
Massachusetts
$506K -$2.14K -30 -0.4%

CP Hedge Fund Activity: Q3 2021 in Review

561 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2021, worth a combined $34.3B — down 6.3% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new CP positions and 62 closed out — a net gain of 10 holders — while 222 added to existing stakes and 147 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $646M. The largest seller was Fidelity Investments, cutting an estimated $434M.

  • 561 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2021, up from 556 in Q2 2021.
  • Funds reported $34.3B of Canadian Pacific Kansas City stock for Q3 2021, down 6.3% quarter-over-quarter.
  • 72 funds opened new Canadian Pacific Kansas City positions in Q3 2021 and 62 closed out, a net change of +10 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2021 was Egerton Capital (UK), an estimated $646M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2021 was Fidelity Investments, an estimated $434M sold.

Based on aggregated 13F filings for Q3 2021.