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Canadian Pacific Kansas City

909 hedge funds and large institutions have $51.4B invested in Canadian Pacific Kansas City in 2022 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 255 increasing their positions, 323 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 45

22% more funds holding in top 10

Funds holding in top 10: 4555 (+10)

15% more capital invested

Capital invested by funds: $44.8B → $51.4B (+$6.59B)

10% more funds holding

Funds holding: 824909 (+85)

10% more call options, than puts

Call options by funds: $154M | Put options by funds: $141M

0.7% less ownership

Funds ownership: 74.42%73.72% (-0.7%)

21% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 323

Holders
909
Holders Change
+85
Holders Change %
+10.32%
% of All Funds
14.61%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
146
Increased
255
Reduced
323
Closed
45
Calls
$154M
Puts
$141M
Net Calls
+$13.4M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
451
Bessemer Securities
New York
$955K +$963K +12,800 New
MWAM
452
Manhattan West Asset Management
California
$954K +$92.8K +1,233 +11%
BBHC
453
Brown Brothers Harriman & Co
New York
$952K -$2.18K -29 -0.2%
FCAG
454
First Capital Advisors Group
New Jersey
$952K -$16.9K -225 -2%
Cerity Partners
455
Cerity Partners
New York
$948K +$334K +4,434 +54%
GIBU
456
Gulf International Bank (UK)
United Kingdom
$945K -$63.2K -840 -6%
GIA
457
Guyasuta Investment Advisors
Pennsylvania
$943K +$167K +2,222 +21%
MFA
458
Mayflower Financial Advisors
Massachusetts
$929K +$63.9K +850 +7%
QCIG
459
Quad-Cities Investment Group
Iowa
$919K
SACTSONJ
460
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$918K
CT
461
Coastline Trust
Rhode Island
$913K +$28.2K +375 +3%
LWAC
462
Laurel Wealth Advisors (California)
California
$902K -$29.4K -391 -3%
BTWM
463
Baker Tilly Wealth Management
Wisconsin
$897K -$18.7K -248 -2%
DI
464
DFPG Investments
Utah
$890K +$866K +11,512 New
BGCP
465
Bristol Gate Capital Partners
Ontario, Canada
$890K -$169K -2,250 -16%
EP
466
Eudaimonia Partners
Tennessee
$883K -$20.1K -267 -2%
WSTAM
467
Wilbanks Smith & Thomas Asset Management
Virginia
$879K +$21.8K +290 +3%
WA
468
Wealth Alliance
New York
$876K -$119K -1,586 -12%
SLF
469
Sun Life Financial
Ontario, Canada
$873K -$68K -904 -7%
HTHT
470
Hemenway Trust Hemenway Trust
New Hampshire
$868K -$10.9K -145 -1%
SWS
471
SYSTM Wealth Solutions
Illinois
$857K +$864K +11,485 New
AAM
472
Austin Asset Management
Texas
$856K
CAM
473
Cresset Asset Management
Illinois
$854K -$74.8K -994 -8%
GCM
474
Greenland Capital Management
New York
$843K +$850K +11,300 New
DWP
475
Daymark Wealth Partners
Ohio
$838K +$846K +11,241 New

CP Hedge Fund Activity: Q4 2022 in Review

909 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2022, worth a combined $51.4B — up 15% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new CP positions and 45 closed out — a net gain of 101 holders — while 255 added to existing stakes and 323 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $348M. The largest seller was Bank of Montreal, cutting an estimated $340M.

  • 909 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2022, up from 824 in Q3 2022.
  • Funds reported $51.4B of Canadian Pacific Kansas City stock for Q4 2022, up 15% quarter-over-quarter.
  • 146 funds opened new Canadian Pacific Kansas City positions in Q4 2022 and 45 closed out, a net change of +101 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2022 was National Bank of Canada, an estimated $348M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2022 was Bank of Montreal, an estimated $340M sold.

Based on aggregated 13F filings for Q4 2022.