We are live on ! Find out more
CP icon

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
MIP
476
Marietta Investment Partners
Wisconsin
$834K -$139K -1,845 -14%
Thrivent Financial for Lutherans
477
Thrivent Financial for Lutherans
Minnesota
$820K +$49K +652 +6%
TI
478
Trexquant Investment
Connecticut
$814K +$821K +10,917 New
GJIC
479
Gamble Jones Investment Counsel
California
$809K
GC
480
Guggenheim Capital
Illinois
$804K -$297K -3,952 -27%
ACH
481
ArrowMark Colorado Holdings
Colorado
$803K
JHP
482
James Hambro & Partners
United Kingdom
$793K +$33.9K +450 +4%
LFS
483
Legacy Financial Strategies
Kansas
$784K
CFGS
484
Concourse Financial Group Securities
Alabama
$772K -$4.66K -62 -0.6%
PWPS
485
Pinnacle Wealth Planning Services
Ohio
$771K -$43.5K -578 -5%
V
486
VeraBank
Texas
$770K
GAM
487
Gotham Asset Management
New York
$769K +$776K +10,316 New
SFA
488
Sequoia Financial Advisors
Ohio
$769K +$397K +5,271 +105%
ASN
489
Advisory Services Network
Georgia
$758K +$383K +5,091 +100%
RFC
490
Regions Financial Corp
Alabama
$746K
BCM
491
Brookstone Capital Management
Illinois
$741K -$5.12K -68 -0.7%
Luther King Capital Management (LKCM)
492
Luther King Capital Management (LKCM)
Texas
$740K -$41.9K -557 -5%
SWM
493
Scissortail Wealth Management
Oklahoma
$720K +$680K +9,034 New
PCA
494
Private Capital Advisors
Connecticut
$710K
Carson Wealth (CWM LLC)
495
Carson Wealth (CWM LLC)
Nebraska
$704K -$72.4K -962 -9%
ONB
496
Old National Bancorp
Indiana
$700K +$14.7K +195 +2%
SWP
497
Stratos Wealth Partners
Ohio
$698K -$146K -1,940 -17%
DWM
498
Dorchester Wealth Management
Quebec, Canada
$695K -$212K -2,822 -23%
DIM
499
Delta Investment Management
California
$691K -$16.5K -219 -2%
PTP
500
Platform Technology Partners
New York
$689K

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.