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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
FHA
351
First Horizon Advisors
Tennessee
$501K +$549K +7,703 New
BF
352
BOK Financial
Oklahoma
$499K +$546K +7,663 New
WP
353
WealthSource Partners
California
$490K +$65.6K +921 +14%
SG
354
Stonnington Group
California
$484K -$356K -5,000 -42%
AIA
355
Avalon Investment & Advisory
Texas
$482K
CIA
356
ClearBridge Investments (Australia)
Australia
$472K +$517K +7,255 New
DTL
357
Dynamic Technology Lab
Singapore
$468K +$167K +2,349 +48%
PA
358
Parallel Advisors
California
$459K +$18.5K +260 +4%
CG
359
Cutler Group
California
$455K +$34.1K +479 +7%
PNC
360
Park National Corp
Ohio
$454K +$285 +4 +0.1%
SI
361
Scout Investments
Missouri
$454K +$497K +6,971 New
GC
362
Guggenheim Capital
Illinois
$445K -$18.1K -254 -4%
CG
363
Colony Group
Massachusetts
$445K +$32.1K +451 +7%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$443K +$52.5K +736 +12%
1WA
365
180 Wealth Advisors
Washington
$442K +$7.55K +106 +2%
BTWM
366
Baker Tilly Wealth Management
Wisconsin
$441K +$54.7K +768 +13%
PCM
367
Pennsylvania Capital Management
Pennsylvania
$433K -$570 -8 -0.1%
LWAC
368
Laurel Wealth Advisors (California)
California
$433K
SPIA
369
Steward Partners Investment Advisory
New York
$433K +$63.7K +894 +16%
HSA
370
HBK Sorce Advisory
Pennsylvania
$432K -$56.4K -791 -11%
CB
371
Community Bank
New York
$416K
CCM
372
Cullen Capital Management
New York
$407K -$6.56K -92 -1%
ONB
373
Old National Bancorp
Indiana
$407K -$1.78K -25 -0.4%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$401K +$33.3K +467 +8%
IWP
375
Icon Wealth Partners
Texas
$397K +$46.3K +650 +12%

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.