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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
CFM
526
Capricorn Fund Managers
United Kingdom
$611K +$597K +7,562 New
ZP
527
Zimmer Partners
New York
$606K +$592K +7,500 New
CCM
528
Cohen Capital Management
California
$606K
FWM
529
Forza Wealth Management
Florida
$606K
PTP
530
Platform Technology Partners
New York
$599K
CT
531
Columbia Trust
Oregon
$596K
FC
532
Forte Capital
New York
$593K -$13.8K -175 -2%
AT
533
American Trust
Kentucky
$587K -$15K -190 -3%
QCM
534
Quantinno Capital Management
New York
$577K +$18.8K +238 +3%
HSA
535
HBK Sorce Advisory
Pennsylvania
$573K -$7.5K -95 -1%
SIA
536
Schechter Investment Advisors
Michigan
$572K +$3.4K +43 +0.6%
CGL
537
Clarius Group LLC
Washington
$572K -$1.66K -21 -0.3%
PSP
538
Principal Street Partners
Tennessee
$568K -$4.66K -59 -0.8%
HH
539
Hilltop Holdings
Texas
$568K -$27.7K -351 -5%
Balyasny Asset Management
540
Balyasny Asset Management
Illinois
$567K +$554K +7,023 New
BGDI
541
BW Gestao de Investimentos
Brazil
$565K +$553K +7,000 New
PL
542
Perpetual Ltd
Australia
$562K -$9.71K -123 -2%
PM
543
Phraction Management
Connecticut
$561K +$6.08K +77 +1%
RA
544
RFG Advisory
Alabama
$557K -$17.6K -223 -3%
JWM
545
Jackson Wealth Management
Florida
$544K -$27.7K -351 -5%
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$540K -$2.84K -36 -0.5%
BP
547
Ballentine Partners
Massachusetts
$539K -$44.7K -566 -8%
AAS
548
Avantax Advisory Services
Texas
$534K -$67K -849 -11%
AC
549
AXQ Capital
New Jersey
$533K -$118K -1,500 -19%
AO
550
Advisor OS
Illinois
$533K +$37.7K +477 +8%

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.