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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
CF
551
Concorde Financial
Texas
$559K -$2.94M -37,110 -83%
CCM
552
Cohen Capital Management
California
$558K
FWM
553
Forza Wealth Management
Florida
$558K
ZP
554
Zimmer Partners
New York
$558K
LNC
555
Lincoln National Corp
Pennsylvania
$556K +$133K +1,678 +29%
CT
556
Columbia Trust
Oregon
$549K
RA
557
RFG Advisory
Alabama
$544K +$33.1K +417 +6%
PM
558
Phraction Management
Connecticut
$537K +$21.9K +276 +4%
SIA
559
Schechter Investment Advisors
Michigan
$533K +$5.24K +66 +0.9%
FC
560
Forte Capital
New York
$531K -$15.9K -200 -3%
BCV
561
Banque Cantonale Vaudoise
Switzerland
$531K +$564K +7,107 New
HSA
562
HBK Sorce Advisory
Pennsylvania
$529K +$1.19K +15 +0.2%
HH
563
Hilltop Holdings
Texas
$526K +$2.94K +37 +0.5%
ONB
564
Old National Bancorp
Indiana
$526K +$69.2K +872 +14%
BGCP
565
Bristol Gate Capital Partners
Ontario, Canada
$524K +$92.6K +1,168 +20%
BS
566
Bessemer Securities
New York
$515K -$361K -4,548 -40%
PSP
567
Principal Street Partners
Tennessee
$509K -$14.8K -186 -3%
TNBTD
568
Trustmark National Bank Trust Department
Mississippi
$508K +$541K +6,822 New
ACA
569
Anchor Capital Advisors
Massachusetts
$507K -$149K -1,884 -22%
RWM
570
Ritholtz Wealth Management
New York
$505K +$19.8K +249 +4%
GBWM
571
Granite Bay Wealth Management
New Hampshire
$500K +$500K +6,300 New
BP
572
Ballentine Partners
Massachusetts
$496K
SFP
573
Sweet Financial Partners
Minnesota
$492K +$208K +2,625 +66%
CG
574
Colony Group
Massachusetts
$492K -$1.59M -20,087 -75%
WI
575
Wahed Invest
New York
$490K +$37.1K +468 +8%

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.