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Canadian Pacific Kansas City

914 hedge funds and large institutions have $47.3B invested in Canadian Pacific Kansas City in 2021 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 354 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,037% more first-time investments, than exits

New positions opened: 398 | Existing positions closed: 35

289% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 91

100% more funds holding in top 10

Funds holding in top 10: 1836 (+18)

63% more funds holding

Funds holding: 561914 (+353)

38% more capital invested

Capital invested by funds: $34.3B → $47.3B (+$13B)

6.49% less ownership

Funds ownership: 78.27%71.79% (-6.5%)

31% less call options, than puts

Call options by funds: $194M | Put options by funds: $282M

Holders
914
Holders Change
+353
Holders Change %
+62.92%
% of All Funds
14.07%
Holding in Top 10
36
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+100%
% of All Funds
0.55%
New
398
Increased
354
Reduced
91
Closed
35
Calls
$194M
Puts
$282M
Net Calls
-$88.5M
Net Calls Change
-$77.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
501
Luther King Capital Management (LKCM)
Texas
$698K +$708K +9,697 New
GGHC
502
Gilder Gagnon Howe & Co
New York
$697K +$708K +9,686 New
FC
503
FORA Capital
Florida
$693K -$2.14M -29,312 -75%
PCA
504
Private Capital Advisors
Connecticut
$685K +$695K +9,517 New
SG Americas Securities
505
SG Americas Securities
New York
$684K -$6.68M -91,421 -91%
SPIA
506
Steward Partners Investment Advisory
New York
$681K +$206K +2,818 +42%
PA
507
Parallel Advisors
California
$674K +$169K +2,317 +33%
HH
508
Hilltop Holdings
Texas
$672K +$682K +9,340 New
PTP
509
Platform Technology Partners
New York
$671K +$681K +9,327 New
Prudential Financial
510
Prudential Financial
New Jersey
$667K +$5.55K +76 +0.9%
AMG
511
Asset Management Group
Connecticut
$665K
GAG
512
GM Advisory Group
New York
$658K
IWP
513
Icon Wealth Partners
Texas
$652K +$216K +2,961 +49%
BCM
514
Bayesian Capital Management
New York
$650K -$85.1K -1,165 -11%
EIM
515
Essex Investment Management
Massachusetts
$648K +$658K +9,012 New
TIA
516
Tiemann Investment Advisors
California
$631K +$298K +4,076 +87%
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$631K +$640K +8,767 New
RMCM
518
Reynders McVeigh Capital Management
Massachusetts
$631K +$641K +8,775 New
BP
519
Ballentine Partners
Massachusetts
$624K +$64.6K +885 +11%
CAN
520
Cetera Advisor Networks
California
$624K +$238K +3,259 +60%
BFS
521
Bradley Foster & Sargent
Connecticut
$622K +$631K +8,639 New
NSEDCP
522
NJ State Employees Deferred Compensation Plan
New Jersey
$622K +$632K +8,652 New
BG
523
Bahl & Gaynor
Ohio
$621K +$631K +8,636 New
AIL
524
AGF Investments LLC
Ontario, Canada
$609K +$618K +8,461 New
FHB
525
First Hawaiian Bank
Hawaii
$606K +$367K +5,030 +148%

CP Hedge Fund Activity: Q4 2021 in Review

914 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2021, worth a combined $47.3B — up 38% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 398 funds opened new CP positions and 35 closed out — a net gain of 363 holders — while 354 added to existing stakes and 91 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $1.05B. The largest seller was Viking Global Investors, exiting entirely with an estimated $224M sold.

  • 914 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2021, up from 561 in Q3 2021.
  • Funds reported $47.3B of Canadian Pacific Kansas City stock for Q4 2021, up 38% quarter-over-quarter.
  • 398 funds opened new Canadian Pacific Kansas City positions in Q4 2021 and 35 closed out, a net change of +363 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2021 was Massachusetts Financial Services, an estimated $1.05B added.
  • The largest Canadian Pacific Kansas City seller in Q4 2021 was Viking Global Investors, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2021.