We are live on ! Find out more
CP icon

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
RWM
551
Ritholtz Wealth Management
New York
$528K +$54.4K +689 +12%
ONB
552
Old National Bancorp
Indiana
$501K -$263K -3,326 -35%
MFG
553
Midwest Financial Group
Kansas
$499K +$488K +6,175 New
ECM
554
Evergreen Capital Management
Washington
$499K +$12.4K +157 +3%
WI
555
Wahed Invest
New York
$493K +$44.2K +560 +10%
DC
556
Davenport & Co
Virginia
$490K +$40.3K +510 +9%
GAM
557
Gotham Asset Management
New York
$486K +$475K +6,012 New
9WM
558
9258 Wealth Management
Ohio
$485K -$43.7K -554 -8%
MCM
559
MAI Capital Management
Ohio
$485K -$10.2K -129 -2%
FHA
560
First Horizon Advisors
Tennessee
$478K -$198K -2,503 -30%
CCM
561
Cullen Capital Management
New York
$478K
SAM
562
Summit Asset Management
Tennessee
$477K
AT
563
Arden Trust
Delaware
$473K -$452K -5,729 -49%
BGCP
564
Bristol Gate Capital Partners
Ontario, Canada
$473K
LWCFA
565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$473K +$150K +1,900 +48%
QCG
566
Quadrant Capital Group
Ohio
$472K -$106K -1,340 -19%
PWG
567
Portside Wealth Group
Utah
$471K +$460K +5,827 New
Vontobel Holding
568
Vontobel Holding
Switzerland
$470K +$459K +5,815 New
CG
569
Caprock Group
Idaho
$469K -$236K -2,988 -34%
LNC
570
Lincoln National Corp
Pennsylvania
$468K +$122K +1,544 +36%
FWIA
571
Fort Washington Investment Advisors
Ohio
$467K
FCCM
572
First City Capital Management
Georgia
$459K
OPOWM
573
One Plus One Wealth Management
Florida
$456K
BFA
574
BMS Financial Advisors
South Dakota
$453K -$12.9K -163 -3%
PFS
575
Prospera Financial Services
Texas
$453K +$24.5K +310 +6%

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.