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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
ATC
501
Argent Trust Co
Tennessee
$719K -$10.9K -138 -2%
CC
502
Cipher Capital
New York
$715K +$699K +8,853 New
ACA
503
Anchor Capital Advisors
Massachusetts
$703K -$14.8K -187 -2%
NSEDCP
504
NJ State Employees Deferred Compensation Plan
New Jersey
$699K
CWM
505
Circle Wealth Management
New Jersey
$694K +$1.58K +20 +0.2%
TA
506
Tiedemann Advisors
New York
$685K -$37.9K -480 -5%
SS
507
Sound Stewardship
Kansas
$676K -$15.8K -200 -2%
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$676K -$92.8K -1,176 -12%
BFS
509
Bradley Foster & Sargent
Connecticut
$673K +$8.29K +105 +1%
TF
510
TIAA FSB
Florida
$671K
GAG
511
GM Advisory Group
New York
$665K
BTWM
512
Baker Tilly Wealth Management
Wisconsin
$661K -$9.87K -125 -2%
SPIA
513
Steward Partners Investment Advisory
New York
$659K -$868 -11 -0.1%
PCP
514
Proficio Capital Partners
Massachusetts
$654K -$2.05K -26 -0.3%
MWM
515
Modera Wealth Management
New Jersey
$646K +$209K +2,653 +50%
BG
516
Bahl & Gaynor
Ohio
$645K -$2.68K -34 -0.4%
WIM
517
Waycross Investment Management
Washington
$639K -$9.32K -118 -1%
Pacer Advisors
518
Pacer Advisors
Pennsylvania
$637K +$55.3K +700 +10%
FTDI
519
First Trust Direct Indexing
Massachusetts
$636K -$66.6K -843 -10%
SC
520
Saturna Capital
Washington
$635K
HCA
521
Harbour Capital Advisors
Virginia
$633K +$7.89K +100 +1%
CCM
522
Coldstream Capital Management
Washington
$630K -$4.18K -53 -0.7%
CPIG
523
Chicago Partners Investment Group
Illinois
$628K +$414K +5,245 +202%
CL
524
Choreo LLC
Illinois
$616K
RhumbLine Advisers
525
RhumbLine Advisers
Massachusetts
$612K +$598K +7,579 New

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.