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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
IC
501
IEQ Capital
California
$687K -$745K -9,903 -52%
AMG
502
Asset Management Group
Connecticut
$684K -$3.16K -42 -0.5%
FAIM
503
Financial Advocates Investment Management
Washington
$680K +$686K +9,115 New
TA
504
Tiedemann Advisors
New York
$679K
BA
505
Ballast Advisors
Minnesota
$678K -$150K -1,996 -18%
AAS
506
Avantax Advisory Services
Texas
$678K +$301 +4 +0%
SP
507
Symmetry Partners
Connecticut
$675K
AF
508
Allworth Financial
California
$668K -$903 -12 -0.1%
ATC
509
Argent Trust Co
Tennessee
$666K -$19.1K -254 -3%
ACA
510
Anchor Capital Advisors
Massachusetts
$663K -$46.1K -613 -6%
CCA
511
Checchi Capital Advisers
California
$663K -$20.8K -276 -3%
KFI
512
Key Financial Inc
Pennsylvania
$660K
EP
513
Edgestream Partners
New Jersey
$647K +$653K +8,675 New
NSEDCP
514
NJ State Employees Deferred Compensation Plan
New Jersey
$645K
FHB
515
First Hawaiian Bank
Hawaii
$642K +$21.4K +285 +3%
FHA
516
First Horizon Advisors
Tennessee
$640K
SS
517
Sound Stewardship
Kansas
$639K +$644K +8,563 New
BFS
518
Bradley Foster & Sargent
Connecticut
$635K
AWP
519
Accretive Wealth Partners
New Jersey
$632K +$21.8K +290 +4%
CWM
520
Circle Wealth Management
New Jersey
$628K +$1.58K +21 +0.2%
AWM
521
Axxcess Wealth Management
California
$627K +$381K +5,071 +152%
TF
522
TIAA FSB
Florida
$627K -$84.9K -1,128 -12%
HVP
523
Hudson Value Partners
Florida
$625K +$9.4K +125 +2%
MA
524
Momentum Advisors
New York
$624K -$7.67K -102 -1%
PCP
525
Proficio Capital Partners
Massachusetts
$621K +$13.8K +184 +2%

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.