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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
ISL
426
Ingalls & Snyder LLC
New York
$1.2M +$16.8K +212 +1%
WWA
427
WCG Wealth Advisors
Nevada
$1.18M +$1.26M +15,859 New
Thrivent Financial for Lutherans
428
Thrivent Financial for Lutherans
Minnesota
$1.18M +$319K +4,018 +34%
SSA
429
South Street Advisors
New York
$1.17M -$198K -2,500 -14%
BBA
430
Baader Bank Aktiengesellschaft
Germany
$1.17M -$306K -3,859 -20%
FIM
431
Fruth Investment Management
Texas
$1.16M
CFGS
432
Concourse Financial Group Securities
Alabama
$1.16M +$122K +1,537 +11%
YCM
433
Yousif Capital Management
Michigan
$1.16M -$9.91K -125 -0.8%
RAM
434
Riggs Asset Management
Pennsylvania
$1.15M -$115K -1,453 -9%
TRCT
435
Tower Research Capital (TRC)
New York
$1.15M +$517K +6,521 +73%
RJT
436
Raymond James Trust
Florida
$1.14M -$143K -1,806 -11%
SEC
437
Seven Eight Capital
New York
$1.14M +$1.22M +15,357 New
BCM
438
Becker Capital Management
Oregon
$1.14M -$1.9K -24 -0.2%
Brown Advisory
439
Brown Advisory
Maryland
$1.14M +$18.2K +229 +2%
SMH
440
Sanders Morris Harris
Texas
$1.13M
AFS
441
Aft Forsyth & Sober
Florida
$1.13M
Walleye Capital
442
Walleye Capital
New York
$1.12M +$991K +12,492 +489%
FFH
443
Fairfax Financial Holdings
Ontario, Canada
$1.12M
NIP
444
Nicholas Investment Partners
California
$1.11M -$2.08M -26,176 -64%
IWC
445
Integrated Wealth Concepts
Massachusetts
$1.1M +$66.6K +840 +6%
VU
446
Vanderbilt University
Tennessee
$1.1M +$1.17M +14,766 New
USCWA
447
U.S. Capital Wealth Advisors
Texas
$1.1M +$159K +2,000 +16%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.1M -$5.39K -68 -0.5%
SVWAG
449
Sound View Wealth Advisors Group
Georgia
$1.09M +$103K +1,302 +10%
Calamos Advisors
450
Calamos Advisors
Illinois
$1.09M +$9.36K +118 +0.8%

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.