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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
ClearBridge Investments
26
ClearBridge Investments
New York
$441M +$70.4M +891,862 +20%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$424M +$14.1M +178,799 +4%
Artisan Partners
28
Artisan Partners
Wisconsin
$414M -$41M -518,914 -9%
BGC
29
Beutel, Goodman & Co
Ontario, Canada
$397M +$2.25M +28,465 +0.6%
Goldman Sachs
30
Goldman Sachs
New York
$394M +$148M +1,878,178 +63%
Bessemer Group
31
Bessemer Group
New Jersey
$368M +$74.1M +938,973 +26%
American Century Companies
32
American Century Companies
Missouri
$350M -$6M -76,017 -2%
Morgan Stanley
33
Morgan Stanley
New York
$348M -$35.4M -448,289 -9%
AIM
34
Allen Investment Management
New York
$339M +$331M +4,193,688 New
Bank of America
35
Bank of America
North Carolina
$326M -$55.4M -701,451 -15%
Invesco
36
Invesco
Georgia
$322M +$81.5M +1,031,865 +35%
Fayez Sarofim & Co
37
Fayez Sarofim & Co
Texas
$303M -$5.08M -64,297 -2%
Franklin Resources
38
Franklin Resources
California
$298M +$6.87M +86,992 +2%
Swiss National Bank
39
Swiss National Bank
Switzerland
$283M -$18.4M -232,800 -6%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$261M +$255M +3,230,696 +206,171%
SGA
41
Sustainable Growth Advisers
Connecticut
$252M +$117M +1,482,154 +90%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$241M +$28.1M +355,927 +14%
NCMU
43
NAYA Capital Management (UK)
United Kingdom
$233M +$4.3M +54,461 +2%
PI
44
Putnam Investments
Massachusetts
$228M +$79.8M +1,010,993 +90%
SC
45
Scotia Capital
Ontario, Canada
$214M +$19.3M +245,039 +10%
Principal Financial Group
46
Principal Financial Group
Iowa
$208M +$11.9M +150,600 +6%
AIMCA
47
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$192M -$25.4M -321,995 -12%
RCWMU
48
Rothschild & Co Wealth Management (UK)
United Kingdom
$192M +$188M +2,376,965 New
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$188M -$111M -1,400,975 -38%
Northern Trust
50
Northern Trust
Illinois
$186M -$3.94M -49,889 -2%

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.