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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
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$2.55M +$37.2K +471 +2%
NERM
327
New England Research & Management
Illinois
$2.48M +$596K +7,550 +33%
AI
328
Atria Investments
North Carolina
$2.48M -$459K -5,815 -16%
CIP
329
Capital Insight Partners
Arizona
$2.46M +$39.2K +497 +2%
WP
330
WealthSource Partners
California
$2.42M +$814K +10,309 +52%
MBI
331
Montrusco Bolton Investments
Quebec, Canada
$2.42M -$9K -114 -0.4%
WCA
332
Waratah Capital Advisors
Ontario, Canada
$2.4M -$7.58M -96,033 -76%
DI
333
Diligent Investors
California
$2.38M
DADC
334
D.A. Davidson & Co
Montana
$2.36M -$265K -3,352 -10%
EPM
335
Equitec Proprietary Markets
Illinois
$2.33M
JA
336
JLB & Associates
Michigan
$2.33M +$303K +3,843 +20%
SCM
337
Stonebridge Capital Management
California
$2.32M -$159K -2,018 -7%
IA
338
IFP Advisors
Florida
$2.29M +$1.14M +14,426 +101%
CWM
339
Calamos Wealth Management
Illinois
$2.22M -$14.9K -189 -0.7%
PFM
340
Premier Fund Managers
United Kingdom
$2.22M +$2.21M +28,000 New
PAS
341
Park Avenue Securities
New York
$2.21M +$464K +5,876 +27%
VCM
342
Vetamer Capital Management
California
$2.21M -$64.7K -820 -3%
IFWM
343
Institute for Wealth Management
Colorado
$2.2M +$2.15M +27,262 New
FA
344
FDx Advisors
Illinois
$2.19M -$59.8K -758 -3%
SC
345
Savant Capital
Illinois
$2.19M +$55.3K +700 +3%
MC
346
Moors & Cabot
Massachusetts
$2.18M +$109K +1,386 +5%
CG
347
Colony Group
Massachusetts
$2.16M +$2.11M +26,697 New
NA
348
NewEdge Advisors
Louisiana
$2.14M -$60.4K -765 -3%
GLA
349
Great Lakes Advisors
Illinois
$2.1M -$59.4K -752 -3%
LNWWM
350
Laird Norton Wetherby Wealth Management
California
$2.06M +$12.6K +160 +0.6%

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.