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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
CIA
351
Choate Investment Advisors
Massachusetts
$2.16M +$2.3M +29,044 New
EPM
352
Equitec Proprietary Markets
Illinois
$2.14M
GCM
353
Greenland Capital Management
New York
$2.13M +$2.27M +28,600 New
MBI
354
Montrusco Bolton Investments
Quebec, Canada
$2.13M -$110K -1,385 -5%
COI
355
Connable Office Inc
Michigan
$2.13M +$417K +5,261 +23%
BG
356
Bollard Group
Massachusetts
$2.1M -$479K -6,036 -18%
SC
357
Savant Capital
Illinois
$2.06M +$37.5K +473 +2%
MC
358
Moors & Cabot
Massachusetts
$2.04M +$32.9K +415 +2%
IFWM
359
Institute for Wealth Management
Colorado
$2.01M -$22.7K -286 -1%
NA
360
NewEdge Advisors
Louisiana
$1.94M -$36.5K -460 -2%
Simplex Trading
361
Simplex Trading
Illinois
$1.94M +$2.06M +26,012 New
BRC
362
Bishop Rock Capital
New York
$1.92M -$3.1M -39,137 -60%
GLA
363
Great Lakes Advisors
Illinois
$1.92M -$16.7K -210 -0.8%
SCM
364
Stonebridge Capital Management
California
$1.9M -$252K -3,172 -11%
AWM
365
AE Wealth Management
Kansas
$1.89M +$7.54K +95 +0.4%
VCM
366
Vetamer Capital Management
California
$1.88M -$162K -2,042 -7%
IA
367
IFP Advisors
Florida
$1.87M -$281K -3,537 -12%
PA
368
Parallel Advisors
California
$1.85M -$15.5K -195 -0.8%
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$1.85M -$44.3K -559 -2%
Assenagon Asset Management
370
Assenagon Asset Management
Luxembourg
$1.85M -$555 -7 -0%
PCS
371
Personal CFO Solutions
New Jersey
$1.84M +$523K +6,588 +36%
CP
372
CenterBook Partners
Connecticut
$1.84M +$581K +7,323 +42%
WT
373
Whittier Trust
California
$1.83M +$1.11K +14 +0.1%
VPIM
374
Vanguard Personalized Indexing Management
California
$1.83M +$74.4K +938 +4%
MOS
375
MGO One Seven
Ohio
$1.83M -$35.9K -453 -2%

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.