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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
FCFC
401
First Commonwealth Financial Corp
Pennsylvania
$325K
NERM
402
New England Research & Management
Illinois
$325K +$16K +225 +5%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$317K +$79.7K +1,119 +30%
QCG
404
Quadrant Capital Group
Ohio
$313K -$784 -11 -0.2%
TSWM
405
Triangle Securities Wealth Management
North Carolina
$311K
TIA
406
Tiemann Investment Advisors
California
$306K
HAG
407
HighPoint Advisor Group
Illinois
$304K +$141K +1,984 +74%
SCM
408
Schnieders Capital Management
California
$301K
RJT
409
Raymond James Trust
Florida
$296K -$30.5K -428 -9%
SI
410
Stephens Inc
Arkansas
$294K -$32.6K -457 -9%
CT
411
Columbia Trust
Oregon
$293K
FC
412
Forte Capital
New York
$289K
KPW
413
Kore Private Wealth
New York
$288K +$18.9K +265 +6%
SCA
414
Snowden Capital Advisors
New York
$284K +$3.35K +47 +1%
IA
415
Insight Advisors
Pennsylvania
$281K
MC
416
Maverick Capital
Texas
$277K +$302K +4,243 New
APA
417
American Portfolios Advisors
New York
$274K +$27.5K +386 +10%
BIM
418
Baldwin Investment Management
Pennsylvania
$274K +$103K +1,440 +52%
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$273K -$89.1K -1,250 -23%
NFG
420
Nations Financial Group
Iowa
$267K +$292K +4,099 New
GSEP
421
Golden State Equity Partners
California
$265K +$1.14K +16 +0.4%
VPIM
422
Vanguard Personalized Indexing Management
California
$265K +$35.8K +503 +14%
WGAM
423
Wilkinson Global Asset Management
New York
$263K
WCM
424
Wunderlich Capital Managemnt
Tennessee
$260K -$11.4K -160 -4%
PCM
425
Poehling Capital Management
Wisconsin
$260K

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.