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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
ISL
451
Ingalls & Snyder LLC
New York
$962K +$511 +7 +0.1%
CI
452
Cigna Investments
Connecticut
$959K +$245K +3,355 +34%
Daiwa Securities Group
453
Daiwa Securities Group
Japan
$958K +$972K +13,311 New
AT
454
Arden Trust
Delaware
$947K +$63.3K +866 +7%
CG
455
Colony Group
Massachusetts
$935K +$450K +6,166 +90%
KAS
456
Kestra Advisory Services
Texas
$933K +$947K +12,969 New
PAS
457
Park Avenue Securities
New York
$932K +$97.3K +1,332 +11%
CIC
458
Carnegie Investment Counsel
Ohio
$931K +$116K +1,594 +14%
BCM
459
Brookstone Capital Management
Illinois
$927K +$894K +12,243 New
Calamos Advisors
460
Calamos Advisors
Illinois
$923K +$937K +12,825 New
AAM
461
Austin Asset Management
Texas
$923K +$937K +12,828 New
WP
462
WealthSource Partners
California
$922K +$386K +5,281 +70%
MC
463
Moors & Cabot
Massachusetts
$913K +$116K +1,585 +14%
ATC
464
Argent Trust Co
Tennessee
$906K +$321K +4,400 +54%
AT
465
American Trust
Kentucky
$893K +$907K +12,413 New
LWCFA
466
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$888K +$692K +9,477 +330%
GIP
467
Granite Investment Partners
California
$878K +$892K +12,211 New
MIP
468
Marietta Investment Partners
Wisconsin
$876K
TF
469
TIAA FSB
Florida
$872K +$886K +12,125 New
DWM
470
Dorchester Wealth Management
Quebec, Canada
$868K +$52.6K +720 +6%
TCWM
471
Total Clarity Wealth Management
Illinois
$864K +$804K +11,009 +1,101%
QCIG
472
Quad-Cities Investment Group
Iowa
$864K +$876K +11,995 New
GJIC
473
Gamble Jones Investment Counsel
California
$845K
Brown Advisory
474
Brown Advisory
Maryland
$842K +$418K +5,721 +96%
BA
475
Ballast Advisors
Minnesota
$841K -$23.9K -327 -3%

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.