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Canadian Pacific Kansas City

914 hedge funds and large institutions have $47.3B invested in Canadian Pacific Kansas City in 2021 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 354 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,037% more first-time investments, than exits

New positions opened: 398 | Existing positions closed: 35

289% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 91

100% more funds holding in top 10

Funds holding in top 10: 1836 (+18)

63% more funds holding

Funds holding: 561914 (+353)

38% more capital invested

Capital invested by funds: $34.3B → $47.3B (+$13B)

6.49% less ownership

Funds ownership: 78.27%71.79% (-6.5%)

31% less call options, than puts

Call options by funds: $194M | Put options by funds: $282M

Holders
914
Holders Change
+353
Holders Change %
+62.92%
% of All Funds
14.07%
Holding in Top 10
36
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+100%
% of All Funds
0.55%
New
398
Increased
354
Reduced
91
Closed
35
Calls
$194M
Puts
$282M
Net Calls
-$88.5M
Net Calls Change
-$77.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
401
South Street Advisors
New York
$1.31M
CIAS
402
Capital Investment Advisory Services
North Carolina
$1.29M +$111K +1,519 +9%
CF
403
Centaurus Financial
California
$1.28M +$1.3M +17,853 New
AO
404
Advisor OS
Illinois
$1.27M +$280K +3,831 +28%
YIH
405
Y-Intercept (HK)
Hong Kong
$1.26M +$307K +4,200 +32%
PAG
406
Private Advisor Group
New Jersey
$1.25M +$597K +8,169 +89%
SACTSONJ
407
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.25M +$1.26M +17,304 New
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$1.22M +$852K +11,661 +223%
NIG
409
NFJ Investment Group
Texas
$1.21M -$22.6K -309 -2%
FIM
410
Fruth Investment Management
Texas
$1.2M +$1.22M +16,726 New
MPM
411
Meritage Portfolio Management
Kansas
$1.2M +$1.22M +16,669 New
MCM
412
MAI Capital Management
Ohio
$1.19M +$75.1K +1,028 +7%
Cetera Investment Advisers
413
Cetera Investment Advisers
Illinois
$1.17M +$324K +4,430 +37%
EVC
414
Eidelman Virant Capital
Missouri
$1.15M +$1.17M +15,958 New
MA
415
MUFG Americas
New York
$1.15M +$224K +3,065 +24%
Capital World Investors
416
Capital World Investors
California
$1.13M +$1.15M +15,745 New
FAM
417
Fulcrum Asset Management
United Kingdom
$1.13M
MFGM
418
Marshall Financial Group (Maryland)
Maryland
$1.13M +$136K +1,860 +13%
MFS
419
Mirabella Financial Services
United Kingdom
$1.11M +$1.13M +15,497 New
IWM
420
IHT Wealth Management
Illinois
$1.11M +$417K +5,712 +59%
BCM
421
Becker Capital Management
Oregon
$1.11M +$20.8K +285 +2%
SMH
422
Sanders Morris Harris
Texas
$1.11M +$1.13M +15,479 New
LWAC
423
Laurel Wealth Advisors (California)
California
$1.1M +$630K +8,628 +130%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$1.1M +$486K +6,647 +77%
AFS
425
Aft Forsyth & Sober
Florida
$1.09M +$1.11M +15,141 New

CP Hedge Fund Activity: Q4 2021 in Review

914 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2021, worth a combined $47.3B — up 38% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 398 funds opened new CP positions and 35 closed out — a net gain of 363 holders — while 354 added to existing stakes and 91 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $1.05B. The largest seller was Viking Global Investors, exiting entirely with an estimated $224M sold.

  • 914 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2021, up from 561 in Q3 2021.
  • Funds reported $47.3B of Canadian Pacific Kansas City stock for Q4 2021, up 38% quarter-over-quarter.
  • 398 funds opened new Canadian Pacific Kansas City positions in Q4 2021 and 35 closed out, a net change of +363 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2021 was Massachusetts Financial Services, an estimated $1.05B added.
  • The largest Canadian Pacific Kansas City seller in Q4 2021 was Viking Global Investors, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2021.