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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
PC
326
Permanens Capital
New York
$2.81M +$142K +1,785 +5%
OCA
327
Otter Creek Advisors
Florida
$2.79M +$2.97M +37,500 New
API
328
Advisor Partners II
California
$2.73M +$1.06M +13,303 +57%
Mirae Asset Global Investments
329
Mirae Asset Global Investments
South Korea
$2.68M -$1.47M -18,508 -34%
CRC
330
Curi RMB Capital
Illinois
$2.64M +$555 +7 +0%
MHI
331
Miller Howard Investments
New York
$2.58M +$69.6K +877 +3%
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$2.55M -$9.91K -125 -0.4%
AUB
333
Atlantic Union Bankshares
Virginia
$2.51M -$535K -6,742 -17%
AI
334
Atria Investments
North Carolina
$2.5M +$232K +2,920 +10%
PAS
335
Park Avenue Securities
New York
$2.47M +$454K +5,719 +21%
CCB
336
Country Club Bank
Missouri
$2.46M -$48.6K -613 -2%
RAM
337
Redmond Asset Management
Virginia
$2.43M +$17.7K +223 +0.7%
SBH
338
Segall Bryant & Hamill
Illinois
$2.39M -$164K -2,071 -6%
CIP
339
Capital Insight Partners
Arizona
$2.38M +$114K +1,437 +5%
DADC
340
D.A. Davidson & Co
Montana
$2.37M +$207K +2,607 +9%
MSRPS
341
Maryland State Retirement & Pension System
Maryland
$2.36M +$22.1K +278 +0.9%
Cerity Partners
342
Cerity Partners
New York
$2.31M -$349K -4,398 -12%
WP
343
WealthSource Partners
California
$2.28M +$52.4K +660 +2%
SCP
344
Stamos Capital Partners
California
$2.27M +$1.41M +17,820 +140%
NERM
345
New England Research & Management
Illinois
$2.26M -$27K -341 -1%
USAA
346
United Services Automobile Association
Texas
$2.22M +$359K +4,520 +18%
Lord, Abbett & Co
347
Lord, Abbett & Co
New Jersey
$2.21M -$160K -2,016 -6%
Prudential Financial
348
Prudential Financial
New Jersey
$2.19M +$814K +10,265 +54%
DI
349
Diligent Investors
California
$2.19M
PCM
350
Princeton Capital Management
New Jersey
$2.16M -$561K -7,075 -20%

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.