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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
Legal & General Group
26
Legal & General Group
United Kingdom
$457M -$17.5M -232,201 -4%
JP Morgan Chase
27
JP Morgan Chase
New York
$418M -$69.6M -924,814 -14%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$391M -$13.1M -174,073 -3%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$383M +$39.5M +525,673 +11%
DZ Bank
30
DZ Bank
Germany
$371M +$31.5M +418,328 +9%
BGC
31
Beutel, Goodman & Co
Ontario, Canada
$364M -$3.63M -48,297 -1%
Morgan Stanley
32
Morgan Stanley
New York
$334M +$23.4M +310,879 +7%
American Century Companies
33
American Century Companies
Missouri
$329M -$994K -13,212 -0.3%
ClearBridge Investments
34
ClearBridge Investments
New York
$328M +$358K +4,756 +0.1%
Bank of America
35
Bank of America
North Carolina
$310M +$3.34M +44,376 +1%
AIM
36
Allen Investment Management
New York
$298M +$79.1M +1,050,825 +36%
Swiss National Bank
37
Swiss National Bank
Switzerland
$292M -$19.7M -261,355 -6%
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$271M -$424K -5,640 -0.2%
Bessemer Group
39
Bessemer Group
New Jersey
$269M +$103M +1,372,123 +61%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$262M -$55.8M -741,583 -17%
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
$256M -$1.23M -16,293 -0.5%
Franklin Resources
42
Franklin Resources
California
$242M -$36.9M -490,687 -13%
Goldman Sachs
43
Goldman Sachs
New York
$226M -$35.4M -470,678 -13%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$221M -$792K -10,531 -0.4%
AWA
45
Arete Wealth Advisors
Illinois
$204M +$206K +2,740 New
Invesco
46
Invesco
Georgia
$198M +$25.4M +338,153 +15%
Principal Financial Group
47
Principal Financial Group
Iowa
$197M +$10.7M +142,532 +6%
CIC
48
Chilton Investment Company
Connecticut
$193M -$40.3M -535,543 -17%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$186M -$1.64M -21,760 -0.9%
UBS AM
50
UBS AM
Illinois
$180M +$15.3M +203,262 +9%

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.