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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
TPW
526
Transatlantique Private Wealth
New York
$617K +$59.9K +796 +11%
KTA
527
Keeley-Teton Advisors
Illinois
$617K +$622K +8,269 New
KF
528
Krilogy Financial
Missouri
$615K +$621K +8,250 New
GAG
529
GM Advisory Group
New York
$614K
AT
530
American Trust
Kentucky
$611K -$54.2K -720 -8%
Lido Advisors
531
Lido Advisors
California
$610K -$3.01K -40 -0.5%
WIM
532
Waycross Investment Management
Washington
$605K +$610K +8,114 New
BG
533
Bahl & Gaynor
Ohio
$601K +$10.3K +137 +2%
BF
534
BOK Financial
Oklahoma
$598K -$63.4K -843 -10%
HH
535
Hilltop Holdings
Texas
$594K -$56.7K -754 -9%
CCM
536
Coldstream Capital Management
Washington
$594K +$599K +7,957 New
SPIA
537
Steward Partners Investment Advisory
New York
$591K -$42.1K -559 -7%
PNC
538
Park National Corp
Ohio
$583K +$451 +6 +0.1%
BRWA
539
B. Riley Wealth Advisors
Florida
$580K -$146K -1,943 -20%
VF
540
Virtu Financial
New York
$579K +$584K +7,764 New
HCA
541
Harbour Capital Advisors
Virginia
$579K -$13.4K -178 -2%
PSP
542
Principal Street Partners
Tennessee
$572K -$88.7K -1,179 -13%
FTDI
543
First Trust Direct Indexing
Massachusetts
$572K -$26.9K -358 -4%
AIA
544
Alera Investment Advisors
Illinois
$571K -$11.3K -150 -2%
IB
545
Intrust Bank
Kansas
$571K -$7.52K -100 -1%
FC
546
Forte Capital
New York
$560K +$4.96K +66 +0.9%
CCM
547
Cohen Capital Management
California
$559K
NFC
548
Northeast Financial Consultants
Connecticut
$554K -$4.89K -65 -0.9%
CT
549
Columbia Trust
Oregon
$551K
FAM
550
Formidable Asset Management
Ohio
$550K +$555K +7,380 New

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.