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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
VOYA Investment Management
476
VOYA Investment Management
Georgia
$894K -$81.6K -1,029 -8%
HTHT
477
Hemenway Trust Hemenway Trust
New Hampshire
$870K -$59.5K -750 -6%
WSTAM
478
Wilbanks Smith & Thomas Asset Management
Virginia
$865K +$8.8K +111 +1%
IC
479
IEQ Capital
California
$859K -$63.3K -798 -6%
WA
480
Wealth Alliance
New York
$859K -$4.13K -52 -0.4%
GIA
481
Guyasuta Investment Advisors
Pennsylvania
$853K
GC
482
Guggenheim Capital
Illinois
$853K -$55.8K -704 -6%
TC
483
Tacita Capital
Ontario, Canada
$849K +$10.3K +130 +1%
ISWM
484
Independent Solutions Wealth Management
New York
$846K -$74.7K -942 -8%
DDC
485
DF Dent & Co
Maryland
$845K -$23.2K -293 -3%
MIP
486
Marietta Investment Partners
Wisconsin
$840K -$4.76K -60 -0.5%
DWM
487
Dorchester Wealth Management
Quebec, Canada
$831K -$13.9K -175 -2%
FFA
488
Fortune Financial Advisors
Kansas
$825K +$12.8K +161 +1%
SWP
489
Stratos Wealth Partners
Ohio
$819K +$62.3K +785 +8%
WB
490
WesBanco Bank
West Virginia
$819K -$37.2K -469 -4%
FAIM
491
Financial Advocates Investment Management
Washington
$807K +$143K +1,808 +20%
Nomura Holdings
492
Nomura Holdings
Japan
$804K +$857K +10,800 New
Walleye Trading
493
Walleye Trading
New York
$803K +$856K +10,789 New
ACH
494
ArrowMark Colorado Holdings
Colorado
$801K
First Manhattan
495
First Manhattan
New York
$796K
DWP
496
Daymark Wealth Partners
Ohio
$777K -$793 -10 -0.1%
ASN
497
Advisory Services Network
Georgia
$777K +$48.6K +613 +6%
LFS
498
Legacy Financial Strategies
Kansas
$776K
Lido Advisors
499
Lido Advisors
California
$769K +$94.9K +1,196 +13%
V
500
VeraBank
Texas
$769K

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.