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Canadian Pacific Kansas City

844 hedge funds and large institutions have $47B invested in Canadian Pacific Kansas City in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 245 increasing their positions, 299 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $144M | Put options by funds: $113M

1.42% more ownership

Funds ownership: 72.77%74.18% (+1.4%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

2% less funds holding

Funds holding: 859844 (-15)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

16% less capital invested

Capital invested by funds: $55.8B → $47B (-$8.81B)

18% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 299

Holders
844
Holders Change
-15
Holders Change %
-1.75%
% of All Funds
14.22%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
90
Increased
245
Reduced
299
Closed
96
Calls
$144M
Puts
$113M
Net Calls
+$30.5M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
551
Sequoia Financial Advisors
Ohio
$411K +$24.6K +340 +6%
Verition Fund Management
552
Verition Fund Management
Connecticut
$405K +$420K +5,801 New
CDH
553
Charles D. Hyman
$402K
SAM
554
Summit Asset Management
Tennessee
$399K -$56.1K -775 -12%
OPOWM
555
One Plus One Wealth Management
Florida
$394K
BFA
556
BMS Financial Advisors
South Dakota
$392K +$26K +359 +7%
MWM
557
Modera Wealth Management
New Jersey
$391K
WS
558
Wedbush Securities
California
$391K +$4.49K +62 +1%
NFGCM
559
Norman Fields Gottscho Capital Management
New York
$391K +$405K +5,600 New
SWA
560
SFMG Wealth Advisors
Texas
$390K -$67.9K -938 -14%
PAM
561
Panagora Asset Management
Massachusetts
$389K
SVWAG
562
Sound View Wealth Advisors Group
Georgia
$389K +$11.5K +159 +3%
GWM
563
Geneos Wealth Management
Colorado
$388K -$5.21K -72 -1%
AO
564
Advisor OS
Illinois
$386K -$29.1K -402 -7%
OWP
565
Obermeyer Wealth Partners
Colorado
$377K
ASN
566
Advisory Services Network
Georgia
$376K -$471K -6,510 -55%
SCM
567
Schnieders Capital Management
California
$373K -$11.6K -160 -3%
MWM
568
Meridian Wealth Management
Kentucky
$364K +$76.8K +1,060 +26%
UCFA
569
United Capital Financial Advisors
Texas
$359K -$33.7K -466 -8%
ZCA
570
Zeke Capital Advisors
Pennsylvania
$354K -$82.9K -1,145 -18%
CNBTD
571
Citizens National Bank Trust Department
Mississippi
$353K
JE
572
JMAC Enterprises
Pennsylvania
$352K
BC
573
Barnett & Company
Tennessee
$351K
SIA
574
Schechter Investment Advisors
Michigan
$349K -$69.4K -958 -16%
FCFC
575
First Commonwealth Financial Corp
Pennsylvania
$349K

CP Hedge Fund Activity: Q2 2022 in Review

844 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2022, worth a combined $47B — down 16% from $55.8B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of CP and 90 opened new positions — a net loss of 6 holders — while 299 trimmed existing stakes and 245 added.

The largest buyer was Capital World Investors, adding an estimated $517M. The largest seller was Massachusetts Financial Services, cutting an estimated $169M.

  • 844 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2022, down from 859 in Q1 2022.
  • Funds reported $47B of Canadian Pacific Kansas City stock for Q2 2022, down 16% quarter-over-quarter.
  • 90 funds opened new Canadian Pacific Kansas City positions in Q2 2022 and 96 closed out, a net change of -6 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2022 was Capital World Investors, an estimated $517M added.
  • The largest Canadian Pacific Kansas City seller in Q2 2022 was Massachusetts Financial Services, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2022.