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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
SNT
376
SIG North Trading
Pennsylvania
$1.83M +$378K +4,770 +24%
CAM
377
Claret Asset Management
Quebec, Canada
$1.8M +$12.8K +162 +0.7%
HW
378
Hancock Whitney
Mississippi
$1.8M +$1.92M +24,147 New
First Trust Advisors
379
First Trust Advisors
Illinois
$1.73M +$64.1K +808 +4%
CWM
380
Calamos Wealth Management
Illinois
$1.73M -$336K -4,241 -15%
FFAM
381
Forge First Asset Management
Canada
$1.73M -$7.67M -96,700 -81%
GIP
382
Granite Investment Partners
California
$1.7M +$602K +7,594 +50%
LWAM
383
Legacy Wealth Asset Management
Minnesota
$1.67M +$502K +6,327 +39%
PGIM
384
Pacific Global Investment Management
California
$1.67M -$476 -6 -0%
FA
385
FDx Advisors
Illinois
$1.66M -$383K -4,825 -18%
Mercer Global Advisors
386
Mercer Global Advisors
Colorado
$1.66M +$66.9K +844 +4%
XT
387
XTX Topco
Cayman Islands
$1.64M +$1.75M +22,043 New
MRCM
388
M&R Capital Management
New Jersey
$1.63M -$57.5K -725 -3%
WW
389
Waterfront Wealth
Kansas
$1.59M +$29.6K +373 +2%
CAM
390
Cresset Asset Management
Illinois
$1.59M +$212K +2,669 +14%
TFP
391
Tilia Fiduciary Partners
North Carolina
$1.58M +$97.6K +1,231 +6%
PAMP
392
Polar Asset Management Partners
Ontario, Canada
$1.57M -$2.86M -36,000 -63%
MWAM
393
Manhattan West Asset Management
California
$1.56M +$378K +4,761 +27%
NP
394
Ninepoint Partners
Ontario, Canada
$1.55M -$136K -1,714 -8%
CP
395
Covenant Partners
Tennessee
$1.53M +$1.63M +20,591 New
OIS
396
Okabena Investment Services
Minnesota
$1.52M -$389K -4,902 -19%
AssetMark Inc
397
AssetMark Inc
California
$1.52M +$279K +3,523 +21%
TFS
398
Thoroughbred Financial Services
Tennessee
$1.5M +$1.59M +20,104 New
QP
399
Quilter Plc
United Kingdom
$1.49M
HTC
400
Haverford Trust Company
Pennsylvania
$1.48M -$246K -3,100 -13%

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.