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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
SFA
501
Sequoia Financial Advisors
Ohio
$759K +$9.04K +114 +1%
GIBU
502
Gulf International Bank (UK)
United Kingdom
$754K -$194K -2,450 -19%
WTA
503
Washington Trust Advisors
Massachusetts
$746K -$111K -1,400 -12%
AF
504
Allworth Financial
California
$740K +$51.6K +651 +7%
WPW
505
Waldron Private Wealth
Pennsylvania
$739K -$1.9K -24 -0.2%
ATC
506
Argent Trust Co
Tennessee
$729K +$71.5K +901 +10%
Luther King Capital Management (LKCM)
507
Luther King Capital Management (LKCM)
Texas
$718K +$5.24K +66 +0.7%
BJL
508
Brighton Jones LLC
Washington
$704K +$9.68K +122 +1%
SC
509
Syon Capital
California
$702K +$748K +9,433 New
AIM
510
Aigen Investment Management
New York
$700K -$433K -5,455 -37%
AWP
511
Accretive Wealth Partners
New Jersey
$698K +$12.8K +162 +2%
BA
512
Ballast Advisors
Minnesota
$695K +$20.1K +254 +3%
CCA
513
Checchi Capital Advisers
California
$695K +$20.1K +254 +3%
BCM
514
Brookstone Capital Management
Illinois
$689K +$18.6K +235 +2%
AMG
515
Asset Management Group
Connecticut
$683K
AWS
516
Atria Wealth Solutions
New York
$682K -$140K -1,766 -16%
PCA
517
Private Capital Advisors
Connecticut
$675K
SP
518
Symmetry Partners
Connecticut
$673K
BFS
519
Bradley Foster & Sargent
Connecticut
$673K
TPW
520
Transatlantique Private Wealth
New York
$670K
CWM
521
Circle Wealth Management
New Jersey
$659K +$20.3K +256 +3%
CCM
522
Coldstream Capital Management
Washington
$654K +$78.2K +986 +13%
GW
523
GW & Wade
Massachusetts
$651K -$154K -1,938 -18%
NSEDCP
524
NJ State Employees Deferred Compensation Plan
New Jersey
$644K
DCP
525
DSM Capital Partners
Florida
$643K -$252K -3,175 -27%

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.