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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
IA
426
Icon Advisers
Colorado
$1.13M +$1.11M +14,000 New
SCM
427
Shelton Capital Management
Colorado
$1.09M
SVWAG
428
Sound View Wealth Advisors Group
Georgia
$1.08M +$16.7K +211 +2%
AWM
429
Apollon Wealth Management
South Carolina
$1.08M -$33.6K -425 -3%
CSC
430
Caldwell Sutter Capital
California
$1.07M +$1.05M +13,250 New
AL
431
Aspiriant LLC
California
$1.07M +$1.04M +13,200 New
D.E. Shaw & Co
432
D.E. Shaw & Co
New York
$1.06M -$541K -6,855 -34%
SWS
433
SYSTM Wealth Solutions
Illinois
$1.06M +$135K +1,709 +15%
VOYA Investment Management
434
VOYA Investment Management
Georgia
$1.05M +$421K +5,338 +70%
UOC
435
UBS O'Connor
Illinois
$1.05M +$1.03M +12,985 New
AAM
436
Austin Asset Management
Texas
$1.04M
CIS
437
Continental Investors Services
Washington
$1.03M +$501K +6,343 +100%
USCWA
438
U.S. Capital Wealth Advisors
Texas
$1.03M +$1.01M +12,803 New
SCP
439
Stamos Capital Partners
California
$1.03M +$193K +2,440 +24%
GIBU
440
Gulf International Bank (UK)
United Kingdom
$1.02M -$7.89K -100 -0.8%
FCAG
441
First Capital Advisors Group
New Jersey
$1.01M -$2.68K -34 -0.3%
HTHT
442
Hemenway Trust Hemenway Trust
New Hampshire
$1M -$88K -1,115 -8%
IC
443
IEQ Capital
California
$997K +$256K +3,243 +36%
ISWM
444
Independent Solutions Wealth Management
New York
$994K +$971K +12,305 New
SACTSONJ
445
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$994K
CT
446
Coastline Trust
Rhode Island
$989K
II
447
Inspire Investing
Idaho
$983K +$961K +12,168 New
GC
448
Guggenheim Capital
Illinois
$982K -$197K -2,496 -17%
QCIG
449
Quad-Cities Investment Group
Iowa
$982K
MPM
450
Meritage Portfolio Management
Kansas
$976K

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.