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Canadian Pacific Kansas City

561 hedge funds and large institutions have $34.3B invested in Canadian Pacific Kansas City in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 222 increasing their positions, 147 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 147

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7.22% more ownership

Funds ownership: 71.05%78.27% (+7.2%)

1% more funds holding

Funds holding: 556561 (+5)

7% less call options, than puts

Call options by funds: $147M | Put options by funds: $158M

6% less capital invested

Capital invested by funds: $36.6B → $34.3B (-$2.29B)

Holders
561
Holders Change
+5
Holders Change %
+0.9%
% of All Funds
9.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
72
Increased
222
Reduced
147
Closed
62
Calls
$147M
Puts
$158M
Net Calls
-$10.9M
Net Calls Change
+$488M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K
SBL
502
Sargent Bickham Lagudis
Colorado
$31K
LWM
503
Liberty Wealth Management
California
$29K +$27.9K +391 New
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$27.7K +$30.3K +425 New
CHC
505
City Holding Co
West Virginia
$26K
KPCM
506
Kings Point Capital Management
New York
$26K
SWM
507
Spire Wealth Management
Virginia
$26K
ME
508
McIlrath & Eck
Washington
$26K +$22.6K +317 +373%
GEA
509
Glen Eagle Advisors
New Jersey
$24.4K
OAJ
510
Ogorek Anthony Joseph
New York
$24K
GWS
511
Glassman Wealth Services
Virginia
$22K +$1.28K +18 +6%
HNB
512
Huntington National Bank
Ohio
$22K +$7.2K +101 +43%
ETC
513
Exchange Traded Concepts
Oklahoma
$21K -$1.71K -24 -7%
NFSG
514
Newbridge Financial Services Group
Florida
$21K
MGIM
515
M&G Investment Management
United Kingdom
$20.8K -$4.43M -62,166 -16%
AF
516
Advisornet Financial
Minnesota
$20K -$22.1K -310 -51%
CI
517
CX Institutional
Indiana
$19K -$5.34K -75 -21%
CWC
518
Carolinas Wealth Consulting
North Carolina
$19K
DOA
519
D'Orazio & Associates
Virginia
$18K +$20.1K +282 New
PCTC
520
Perkins Coie Trust Company
Washington
$17K
TFIPS
521
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.3K
AFS
522
Annapolis Financial Services
Maryland
$16K
CCM
523
Covington Capital Management
California
$16K
FBT
524
First Bank & Trust
South Dakota
$16K
GI
525
Gradient Investments
Minnesota
$16K

CP Hedge Fund Activity: Q3 2021 in Review

561 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2021, worth a combined $34.3B — down 6.3% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new CP positions and 62 closed out — a net gain of 10 holders — while 222 added to existing stakes and 147 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $646M. The largest seller was Fidelity Investments, cutting an estimated $434M.

  • 561 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2021, up from 556 in Q2 2021.
  • Funds reported $34.3B of Canadian Pacific Kansas City stock for Q3 2021, down 6.3% quarter-over-quarter.
  • 72 funds opened new Canadian Pacific Kansas City positions in Q3 2021 and 62 closed out, a net change of +10 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2021 was Egerton Capital (UK), an estimated $646M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2021 was Fidelity Investments, an estimated $434M sold.

Based on aggregated 13F filings for Q3 2021.