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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
Pacer Advisors
526
Pacer Advisors
Pennsylvania
$637K +$54.1K +682 +9%
Northwestern Mutual Wealth Management
527
Northwestern Mutual Wealth Management
Wisconsin
$635K +$13.1K +165 +2%
SPIA
528
Steward Partners Investment Advisory
New York
$635K +$29.4K +371 +5%
TIAA Trust, National Association
529
TIAA Trust, National Association
North Carolina
$632K +$673K +8,490 New
TA
530
Tiedemann Advisors
New York
$627K -$4.76K -60 -0.7%
FTDI
531
First Trust Direct Indexing
Massachusetts
$625K +$41.3K +521 +7%
GAG
532
GM Advisory Group
New York
$615K
SS
533
Sound Stewardship
Kansas
$613K -$9.91K -125 -1%
RFC
534
Regions Financial Corp
Alabama
$603K +$643K +8,109 New
AWM
535
Axxcess Wealth Management
California
$603K +$410K +5,173 +177%
Macquarie Group
536
Macquarie Group
Australia
$602K +$626K +7,895 +4,338%
PCP
537
Proficio Capital Partners
Massachusetts
$597K -$5.16K -65 -0.8%
WIM
538
Waycross Investment Management
Washington
$588K
SC
539
Saturna Capital
Washington
$585K
AO
540
Advisor OS
Illinois
$585K +$100K +1,261 +19%
HCA
541
Harbour Capital Advisors
Virginia
$584K
IA
542
IFG Advisory
Georgia
$580K +$618K +7,797 New
RhumbLine Advisers
543
RhumbLine Advisers
Massachusetts
$580K +$17.1K +215 +3%
BG
544
Bahl & Gaynor
Ohio
$577K -$18.2K -230 -3%
BBHC
545
Brown Brothers Harriman & Co
New York
$575K -$167K -2,106 -21%
PTP
546
Platform Technology Partners
New York
$573K
AT
547
American Trust
Kentucky
$568K +$28.9K +364 +5%
CPIG
548
Chicago Partners Investment Group
Illinois
$567K +$15.7K +198 +3%
CL
549
Choreo LLC
Illinois
$566K
CFM
550
Capricorn Fund Managers
United Kingdom
$563K

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.