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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
PFO
451
Pathstone Family Office
New Jersey
$968K -$322K -4,084 -25%
DI
452
DFPG Investments
Utah
$962K +$32.2K +408 +4%
DCP
453
DSM Capital Partners
Florida
$953K +$932K +11,799 New
DDC
454
DF Dent & Co
Maryland
$941K -$60K -760 -6%
HVP
455
Hudson Value Partners
Florida
$937K +$88K +1,114 +11%
Thrivent Financial for Lutherans
456
Thrivent Financial for Lutherans
Minnesota
$937K +$72.7K +921 +9%
WA
457
Wealth Alliance
New York
$936K +$19.3K +244 +2%
WSTAM
458
Wilbanks Smith & Thomas Asset Management
Virginia
$930K -$21.2K -268 -2%
WB
459
WesBanco Bank
West Virginia
$927K -$207K -2,627 -19%
GIA
460
Guyasuta Investment Advisors
Pennsylvania
$926K -$26.1K -331 -3%
BS
461
Bessemer Securities
New York
$924K +$58.8K +745 +7%
WTA
462
Washington Trust Advisors
Massachusetts
$923K -$115K -1,462 -11%
JHP
463
James Hambro & Partners
United Kingdom
$921K
MIP
464
Marietta Investment Partners
Wisconsin
$917K +$9.24K +117 +1%
DWM
465
Dorchester Wealth Management
Quebec, Canada
$913K -$103K -1,300 -10%
TC
466
Tacita Capital
Ontario, Canada
$910K -$218K -2,760 -20%
AIA
467
Alera Investment Advisors
Illinois
$895K +$262K +3,323 +43%
MFA
468
Mayflower Financial Advisors
Massachusetts
$890K -$17.6K -223 -2%
KAS
469
Kestra Advisory Services
Texas
$885K +$331K +4,198 +62%
FFA
470
Fortune Financial Advisors
Kansas
$883K +$863K +10,931 New
AWS
471
Atria Wealth Solutions
New York
$882K +$862K +10,915 New
ACH
472
ArrowMark Colorado Holdings
Colorado
$869K
First Manhattan
473
First Manhattan
New York
$865K -$334K -4,227 -28%
GW
474
GW & Wade
Massachusetts
$863K +$843K +10,682 New
LFS
475
Legacy Financial Strategies
Kansas
$849K

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.