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Canadian Pacific Kansas City

881 hedge funds and large institutions have $53.9B invested in Canadian Pacific Kansas City in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 265 increasing their positions, 270 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

24% more funds holding in top 10

Funds holding in top 10: 4556 (+11)

6% more capital invested

Capital invested by funds: $50.9B → $53.9B (+$3.01B)

5% more funds holding

Funds holding: 837881 (+44)

1.33% more ownership

Funds ownership: 70.17%71.5% (+1.3%)

2% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 270

19% less call options, than puts

Call options by funds: $103M | Put options by funds: $127M

Holders
881
Holders Change
+44
Holders Change %
+5.26%
% of All Funds
13.83%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.88%
New
155
Increased
265
Reduced
270
Closed
103
Calls
$103M
Puts
$127M
Net Calls
-$24.3M
Net Calls Change
-$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Peregrine Capital Management
Minnesota
$1.36M +$219K +2,772 +20%
CCM
402
Conway Capital Management
California
$1.34M
CAN
403
Cetera Advisor Networks
California
$1.33M +$101K +1,285 +8%
LWAM
404
Legacy Wealth Asset Management
Minnesota
$1.31M +$5.05K +64 +0.4%
ISL
405
Ingalls & Snyder LLC
New York
$1.28M +$34.5K +437 +3%
YCM
406
Yousif Capital Management
Michigan
$1.27M -$8.69K -110 -0.7%
SMH
407
Sanders Morris Harris
Texas
$1.27M +$1.23M +15,604 New
FIM
408
Fruth Investment Management
Texas
$1.26M -$23.7K -300 -2%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$80.5K +1,019 +7%
IB
410
Intrust Bank
Kansas
$1.24M -$2.29K -29 -0.2%
BCM
411
Becker Capital Management
Oregon
$1.24M
GIP
412
Granite Investment Partners
California
$1.23M +$40.7K +516 +4%
AFS
413
Aft Forsyth & Sober
Florida
$1.22M
Brown Advisory
414
Brown Advisory
Maryland
$1.21M +$243K +3,078 +26%
BRWA
415
B. Riley Wealth Advisors
Florida
$1.21M +$28.3K +358 +2%
FFH
416
Fairfax Financial Holdings
Ontario, Canada
$1.21M
AIM
417
Aigen Investment Management
New York
$1.2M +$965K +12,228 +463%
FMWA
418
Forvis Mazars Wealth Advisors
Missouri
$1.19M
Cetera Investment Advisers
419
Cetera Investment Advisers
Illinois
$1.19M +$197K +2,500 +20%
CIC
420
Carnegie Investment Counsel
Ohio
$1.18M -$289K -3,666 -20%
Calamos Advisors
421
Calamos Advisors
Illinois
$1.18M +$1.1K +14 +0.1%
JIC
422
Johnson Investment Counsel
Ohio
$1.16M +$4.66K +59 +0.4%
MCM
423
Mitchell Capital Management
Kansas
$1.15M +$69.2K +877 +7%
CFGS
424
Concourse Financial Group Securities
Alabama
$1.14M +$295K +3,737 +36%
IWC
425
Integrated Wealth Concepts
Massachusetts
$1.13M +$1.11M +14,001 New

CP Hedge Fund Activity: Q2 2023 in Review

881 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2023, worth a combined $53.9B — up 5.9% from $50.9B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new CP positions and 103 closed out — a net gain of 52 holders — while 265 added to existing stakes and 270 trimmed.

The largest buyer was TD Asset Management, opening a new position worth an estimated $1.14B. The largest seller was Fidelity International, cutting an estimated $596M.

  • 881 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $53.9B of Canadian Pacific Kansas City stock for Q2 2023, up 5.9% quarter-over-quarter.
  • 155 funds opened new Canadian Pacific Kansas City positions in Q2 2023 and 103 closed out, a net change of +52 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2023 was TD Asset Management, an estimated $1.14B added.
  • The largest Canadian Pacific Kansas City seller in Q2 2023 was Fidelity International, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2023.