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Canadian Pacific Kansas City

859 hedge funds and large institutions have $55.8B invested in Canadian Pacific Kansas City in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 270 increasing their positions, 296 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $47.3B → $55.8B (+$8.48B)

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

0.98% more ownership

Funds ownership: 71.79%72.77% (+0.98%)

9% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 296

6% less funds holding

Funds holding: 914859 (-55)

23% less call options, than puts

Call options by funds: $148M | Put options by funds: $192M

28% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 149

Holders
859
Holders Change
-55
Holders Change %
-6.02%
% of All Funds
13.55%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
0.66%
New
107
Increased
270
Reduced
296
Closed
149
Calls
$148M
Puts
$192M
Net Calls
-$43.6M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BST
576
Bath Savings Trust
Maine
$379K
SFG
577
StrategIQ Financial Group
Indiana
$376K +$527 +7 +0.2%
CNBTD
578
Citizens National Bank Trust Department
Mississippi
$370K
OWA
579
Opal Wealth Advisors
New York
$368K +$82.7K +1,099 +33%
STA
580
Summit Trail Advisors
New York
$367K +$334K +4,436 New
OPS
581
Orion Portfolio Solutions
Nebraska
$364K +$19.1K +254 +6%
VIA
582
Vident Investment Advisory
Georgia
$361K -$210K -2,792 -39%
XF
583
XML Financial
Maryland
$357K -$19.3K -256 -6%
GPA
584
Garrison Point Advisors
California
$357K
IC
585
Inverness Counsel
New York
$357K
CAM
586
Cubic Asset Management
Massachusetts
$355K
EFS
587
Essex Financial Services
Connecticut
$354K +$75 +1 +0%
BBA
588
BLB&B Advisors
Pennsylvania
$349K -$217K -2,884 -41%
IP
589
Intellectus Partners
California
$346K -$22.4K -298 -7%
EWM
590
Empirical Wealth Management
Washington
$343K
GSEP
591
Golden State Equity Partners
California
$343K
MWM
592
Meridian Wealth Management
Kentucky
$342K +$45.1K +600 +17%
ECM
593
Evergreen Capital Management
Washington
$342K +$58.2K +774 +23%
ACI
594
Alpha Cubed Investments
California
$340K +$310K +4,115 New
LC
595
LCNB Corp
Ohio
$340K +$310K +4,116 New
YIH
596
Y-Intercept (HK)
Hong Kong
$338K -$1.01M -13,389 -77%
AWM
597
Angeles Wealth Management
California
$334K +$305K +4,052 New
WGAM
598
Wilkinson Global Asset Management
New York
$333K
PCM
599
Poehling Capital Management
Wisconsin
$330K
Squarepoint
600
Squarepoint
New York
$329K -$78.9M -1,048,891 -100%

CP Hedge Fund Activity: Q1 2022 in Review

859 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2022, worth a combined $55.8B — up 18% from $47.3B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of CP and 107 opened new positions — a net loss of 42 holders — while 296 trimmed existing stakes and 270 added.

The largest buyer was Capital World Investors, adding an estimated $1.13B. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 859 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2022, down from 914 in Q4 2021.
  • Funds reported $55.8B of Canadian Pacific Kansas City stock for Q1 2022, up 18% quarter-over-quarter.
  • 107 funds opened new Canadian Pacific Kansas City positions in Q1 2022 and 149 closed out, a net change of -42 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2022 was Capital World Investors, an estimated $1.13B added.
  • The largest Canadian Pacific Kansas City seller in Q1 2022 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2022.