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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
GWM
451
Geneos Wealth Management
Colorado
$140K +$86.3K +1,211 +134%
OC
452
Oakworth Capital
Alabama
$134K
AAP
453
Arax Advisory Partners
Colorado
$125K +$356 +5 +0.3%
CA
454
Clearstead Advisors
Ohio
$121K
AAM
455
Advisors Asset Management
Colorado
$115K -$69.6K -977 -36%
M
456
Mirova
France
$112K +$11.5K +162 +10%
MFA
457
McClarren Financial Advisors
Pennsylvania
$111K
CIM
458
Contravisory Investment Management
Massachusetts
$99K +$1.21K +17 +1%
SIM
459
Sonora Investment Management
Arizona
$88K
PGAM
460
Princeton Global Asset Management
New Jersey
$83K
HIA
461
Harbor Investment Advisory
Maryland
$80K
Acadian Asset Management
462
Acadian Asset Management
Massachusetts
$78K -$698K -9,800 -89%
RFA
463
Reilly Financial Advisors
California
$78K
FCM
464
Firestone Capital Management
Florida
$77K
IUHSA
465
Itau Unibanco Holding S.A.
Brazil
$73K +$57.9K +812 +268%
AWM
466
Avior Wealth Management
Nebraska
$71K +$4.42K +62 +6%
RCM
467
Ravenstone Capital Management
$70K +$77K +1,080 New
SWM
468
Selective Wealth Management
Virginia
$70K +$28.5K +400 +59%
AF
469
Allworth Financial
California
$68K
PPWM
470
PFG Private Wealth Management
Florida
$68K +$74.6K +1,047 New
ATC
471
Adirondack Trust Company
New York
$67K
LC
472
Lindbrook Capital
California
$66K -$5.63K -79 -7%
BFEC
473
Benjamin F. Edwards & Company
Missouri
$65K
FGAM
474
Financial Gravity Asset Management
Texas
$65K
GRP
475
Global Retirement Partners
California
$65K

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.