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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
DWP
476
Daymark Wealth Partners
Ohio
$844K -$55.9K -708 -6%
V
477
VeraBank
Texas
$834K
SWP
478
Stratos Wealth Partners
Ohio
$826K +$807K +10,224 New
SFA
479
Sequoia Financial Advisors
Ohio
$814K +$796K +10,081 New
WPW
480
Waldron Private Wealth
Pennsylvania
$806K -$47K -595 -6%
BCM
481
Bayesian Capital Management
New York
$803K -$2.12M -26,900 -73%
BBHC
482
Brown Brothers Harriman & Co
New York
$794K -$205K -2,595 -21%
ASN
483
Advisory Services Network
Georgia
$794K -$57K -722 -7%
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$780K -$52.4K -664 -6%
RCM
485
Ratan Capital Management
Florida
$779K +$762K +9,646 New
Luther King Capital Management (LKCM)
486
Luther King Capital Management (LKCM)
Texas
$774K -$7.58K -96 -1%
PCA
487
Private Capital Advisors
Connecticut
$769K
PAG
488
Private Advisor Group
New Jersey
$768K -$12K -152 -2%
BJL
489
Brighton Jones LLC
Washington
$754K +$5.05K +64 +0.7%
AF
490
Allworth Financial
California
$750K -$2.45K -31 -0.3%
AWP
491
Accretive Wealth Partners
New Jersey
$745K +$36.6K +464 +5%
AMG
492
Asset Management Group
Connecticut
$741K
BCM
493
Brookstone Capital Management
Illinois
$739K -$1.1K -14 -0.1%
Lido Advisors
494
Lido Advisors
California
$738K +$72.5K +918 +11%
BA
495
Ballast Advisors
Minnesota
$734K +$717K +9,087 New
CCA
496
Checchi Capital Advisers
California
$734K +$717K +9,085 New
SP
497
Symmetry Partners
Connecticut
$732K
FAIM
498
Financial Advocates Investment Management
Washington
$728K +$8.37K +106 +1%
TPW
499
Transatlantique Private Wealth
New York
$722K +$11.8K +150 +2%
TRCT
500
Tower Research Capital (TRC)
New York
$719K +$1.9K +24 +0.3%

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.