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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
BP
551
Ballentine Partners
Massachusetts
$544K +$13.4K +178 +3%
RA
552
RFG Advisory
Alabama
$541K -$9.1K -121 -2%
CGL
553
Clarius Group LLC
Washington
$534K +$16.2K +215 +3%
LOAMS
554
Lombard Odier Asset Management (Switzerland)
Switzerland
$534K +$212K +2,816 +114%
QCG
555
Quadrant Capital Group
Ohio
$532K +$86.7K +1,152 +19%
SHFA
556
SS&H Financial Advisors
Michigan
$527K
9WM
557
9258 Wealth Management
Ohio
$526K -$286K -3,798 -35%
IA
558
IFG Advisory
Georgia
$522K +$190K +2,526 +56%
Pacer Advisors
559
Pacer Advisors
Pennsylvania
$519K +$523K +6,953 New
SIA
560
Schechter Investment Advisors
Michigan
$504K +$99.8K +1,326 +24%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$501K -$5.19K -69 -1%
RMCM
562
Reynders McVeigh Capital Management
Massachusetts
$493K -$163K -2,163 -25%
Tudor Investment Corp
563
Tudor Investment Corp
Connecticut
$490K +$495K +6,575 New
IWA
564
Icon Wealth Advisors
Texas
$486K -$68.8K -915 -12%
UCFA
565
United Capital Financial Advisors
Texas
$479K +$12K +160 +3%
CIS
566
Continental Investors Services
Washington
$473K
SCP
567
Stamos Capital Partners
California
$470K -$1.19M -15,790 -71%
CCM
568
Cullen Capital Management
New York
$466K
IAIM
569
Industrial Alliance Investment Management
Quebec, Canada
$463K
ST
570
Sabal Trust
Florida
$462K
AO
571
Advisor OS
Illinois
$459K +$48.5K +645 +12%
LB
572
Legacy Bridge
Iowa
$457K
AGC
573
Aspen Grove Capital
Colorado
$453K +$456K +6,065 New
AIM
574
Achmea Investment Management
Netherlands
$439K
MCM
575
MAI Capital Management
Ohio
$438K +$173K +2,299 +64%

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.