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Canadian Pacific Kansas City

901 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 316 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $131M | Put options by funds: $79.7M

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 284

2% more funds holding

Funds holding: 881901 (+20)

2.07% more ownership

Funds ownership: 71.5%73.57% (+2.1%)

5% less capital invested

Capital invested by funds: $53.9B → $51.2B (-$2.69B)

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

Holders
901
Holders Change
+20
Holders Change %
+2.27%
% of All Funds
14.3%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
316
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M
Name Holding Trade Value Shares
Change
Change in
Stake
Parnassus Investments
26
Parnassus Investments
California
$418M -$8.55M -107,784 -2%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$414M -$9.37M -118,162 -2%
ClearBridge Investments
28
ClearBridge Investments
New York
$414M +$8.26M +104,135 +2%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$410M +$20M +252,093 +5%
Goldman Sachs
30
Goldman Sachs
New York
$404M +$43.7M +551,027 +11%
BGC
31
Beutel, Goodman & Co
Ontario, Canada
$370M +$3.79M +47,790 +1%
Invesco
32
Invesco
Georgia
$361M +$68.7M +866,196 +22%
RCWMU
33
Rothschild & Co Wealth Management (UK)
United Kingdom
$355M +$190M +2,390,030 +101%
Bessemer Group
34
Bessemer Group
New Jersey
$339M -$614K -7,735 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$328M -$103M -1,300,669 -23%
American Century Companies
36
American Century Companies
Missouri
$319M -$3.22M -40,607 -0.9%
Morgan Stanley
37
Morgan Stanley
New York
$319M -$1.73M -21,869 -0.5%
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$311M +$34.1M +429,331 +11%
CCM
39
Causeway Capital Management
California
$306M +$325M +4,091,735 New
Franklin Resources
40
Franklin Resources
California
$270M -$4.58M -57,800 -2%
Bank of America
41
Bank of America
North Carolina
$269M -$34.2M -430,615 -11%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$251M +$10.6M +133,826 +4%
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
$244M +$239M +3,017,685 +1,181%
Swiss National Bank
44
Swiss National Bank
Switzerland
$234M -$30.4M -383,800 -11%
NCMU
45
NAYA Capital Management (UK)
United Kingdom
$231M +$17.2M +216,383 +7%
AIM
46
Allen Investment Management
New York
$207M -$112M -1,415,755 -34%
Aberdeen Group
47
Aberdeen Group
United Kingdom
$206M +$82.2M +1,036,679 +60%
SC
48
Scotia Capital
Ontario, Canada
$202M +$5.57M +70,239 +3%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$199M -$25M -315,754 -11%
Northern Trust
50
Northern Trust
Illinois
$194M +$24.9M +313,639 +14%

CP Hedge Fund Activity: Q3 2023 in Review

901 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2023, worth a combined $51.2B — down 5% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CP positions and 67 closed out — a net gain of 28 holders — while 316 added to existing stakes and 284 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $541M. The largest seller was Fidelity International, cutting an estimated $653M.

  • 901 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2023, up from 881 in Q2 2023.
  • Funds reported $51.2B of Canadian Pacific Kansas City stock for Q3 2023, down 5% quarter-over-quarter.
  • 95 funds opened new Canadian Pacific Kansas City positions in Q3 2023 and 67 closed out, a net change of +28 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2023 was WCM Investment Management, an estimated $541M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2023 was Fidelity International, an estimated $653M sold.

Based on aggregated 13F filings for Q3 2023.