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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
TFS
526
TrustCore Financial Services
Tennessee
$16K
AA
527
Ancora Advisors
Ohio
$16K +$17.8K +250 New
EW
528
Evoke Wealth
California
$13K
TWA
529
TCI Wealth Advisors
Arizona
$13K
HF
530
Halpern Financial
Virginia
$12K
CFGS
531
Concourse Financial Group Securities
Alabama
$12K -$1.07K -15 -8%
PP
532
Pacifica Partners
Canada
$10K -$13.1K -184 -55%
HCP
533
Hexagon Capital Partners
Arkansas
$10K
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$10K +$1.07K +15 +10%
CAL
535
Capital Analysts LLC
Pennsylvania
$8K -$5.93M -83,244 -100%
HWMA
536
Heritage Wealth Management (Arizona)
Arizona
$8K
TFGT
537
TS Financial Group (TSFG)
Illinois
$8K
ACA
538
Atlas Capital Advisors
Wyoming
$6.51K -$5.56K -78 -44%
MAM
539
Meeder Asset Management
Ohio
$6K -$71 -1 -1%
EARNEST Partners
540
EARNEST Partners
Georgia
$6K +$4.85K +68 +400%
WTC
541
WhitTier Trust Company
Nevada
$6K +$6.06K +85 New
RTL
542
Red Tortoise LLC
Georgia
$6K +$6.77K +95 New
APWA
543
Atlas Private Wealth Advisors
New Jersey
$5K
BC
544
Bartlett & Co
Ohio
$5K
CFD
545
Creative Financial Designs
Indiana
$5K
GAM
546
Gemmer Asset Management
California
$5K
BCWM
547
Bartlett & Co Wealth Management
Ohio
$4.57K
BNP Paribas Financial Markets
548
BNP Paribas Financial Markets
France
$4.23K
Canada Pension Plan Investment Board
549
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$4.28M -60,000 -100%
BCA
550
Berman Capital Advisors
Georgia
$3K -$3.56K -50 -45%

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.