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Canadian Pacific Kansas City

914 hedge funds and large institutions have $47.3B invested in Canadian Pacific Kansas City in 2021 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 354 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,037% more first-time investments, than exits

New positions opened: 398 | Existing positions closed: 35

289% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 91

100% more funds holding in top 10

Funds holding in top 10: 1836 (+18)

63% more funds holding

Funds holding: 561914 (+353)

38% more capital invested

Capital invested by funds: $34.3B → $47.3B (+$13B)

6.49% less ownership

Funds ownership: 78.27%71.79% (-6.5%)

31% less call options, than puts

Call options by funds: $194M | Put options by funds: $282M

Holders
914
Holders Change
+353
Holders Change %
+62.92%
% of All Funds
14.07%
Holding in Top 10
36
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+100%
% of All Funds
0.55%
New
398
Increased
354
Reduced
91
Closed
35
Calls
$194M
Puts
$282M
Net Calls
-$88.5M
Net Calls Change
-$77.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
576
Summit Asset Management
Tennessee
$416K +$422K +5,781 New
JFA
577
Johanson Financial Advisors
California
$415K +$15.9K +218 +4%
GP
578
Geneva Partners
Wisconsin
$415K +$421K +5,768 New
CDH
579
Charles D. Hyman
$414K
UCFA
580
United Capital Financial Advisors
Texas
$412K +$418K +5,727 New
ER
581
Enlightenment Research
Florida
$410K +$416K +5,700 New
OPOWM
582
One Plus One Wealth Management
Florida
$406K +$412K +5,643 New
PLFAM
583
Pineno Levin & Ford Asset Management
Virginia
$398K +$405K +5,538 New
Allspring Global Investments
584
Allspring Global Investments
North Carolina
$396K +$403K +5,513 New
1WA
585
180 Wealth Advisors
Washington
$395K -$57.4K -786 -13%
SCM
586
Schnieders Capital Management
California
$395K +$63.8K +873 +19%
IA
587
Insight Advisors
Pennsylvania
$395K +$133K +1,815 +49%
FWIA
588
Fort Washington Investment Advisors
Ohio
$394K +$400K +5,479 New
BL
589
Balentine LLC
Georgia
$384K +$390K +5,343 New
ZCA
590
Zeke Capital Advisors
Pennsylvania
$383K +$388K +5,312 New
GWM
591
Geneos Wealth Management
Colorado
$381K +$233K +3,189 +151%
KPWS
592
Kestra Private Wealth Services
Texas
$378K +$383K +5,250 New
FCH
593
Freestone Capital Holdings
Washington
$376K +$382K +5,232 New
OWP
594
Obermeyer Wealth Partners
Colorado
$374K
MWM
595
Modera Wealth Management
New Jersey
$370K +$376K +5,142 New
RC
596
RegentAtlantic Capital
New Jersey
$365K +$104K +1,425 +39%
CNBTD
597
Citizens National Bank Trust Department
Mississippi
$363K +$369K +5,049 New
MPM
598
MBB Public Markets
Illinois
$362K +$367K +5,029 New
BC
599
Barnett & Company
Tennessee
$361K -$62.1K -850 -14%
FCFC
600
First Commonwealth Financial Corp
Pennsylvania
$360K

CP Hedge Fund Activity: Q4 2021 in Review

914 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2021, worth a combined $47.3B — up 38% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 398 funds opened new CP positions and 35 closed out — a net gain of 363 holders — while 354 added to existing stakes and 91 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $1.05B. The largest seller was Viking Global Investors, exiting entirely with an estimated $224M sold.

  • 914 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2021, up from 561 in Q3 2021.
  • Funds reported $47.3B of Canadian Pacific Kansas City stock for Q4 2021, up 38% quarter-over-quarter.
  • 398 funds opened new Canadian Pacific Kansas City positions in Q4 2021 and 35 closed out, a net change of +363 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2021 was Massachusetts Financial Services, an estimated $1.05B added.
  • The largest Canadian Pacific Kansas City seller in Q4 2021 was Viking Global Investors, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2021.