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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
BFA
576
BMS Financial Advisors
South Dakota
$433K +$13.3K +177 +3%
FWIA
577
Fort Washington Investment Advisors
Ohio
$431K -$75.2K -1,000 -15%
CDH
578
Charles D. Hyman
$429K
SAM
579
Summit Asset Management
Tennessee
$426K
FCCM
580
First City Capital Management
Georgia
$424K
OPOWM
581
One Plus One Wealth Management
Florida
$421K
MWM
582
Modera Wealth Management
New Jersey
$417K
BFG
583
Bleakley Financial Group
New Jersey
$413K +$417K +5,543 New
ECM
584
Evergreen Capital Management
Washington
$411K +$34.1K +453 +9%
SG
585
Stonnington Group
California
$407K
WS
586
Wedbush Securities
California
$400K -$12.7K -169 -3%
NFP
587
NorthLanding Financial Partners
New York
$393K +$602 +8 +0.2%
VIA
588
Vident Investment Advisory
Georgia
$389K +$33.3K +443 +9%
WAM
589
Walker Asset Management
Missouri
$389K
V
590
ViaWealth
Kansas
$387K +$375K +4,985 New
RWM
591
Ritholtz Wealth Management
New York
$387K -$298K -3,958 -43%
MGIM
592
M&G Investment Management
United Kingdom
$381K
Wolverine Trading
593
Wolverine Trading
Illinois
$380K -$684K -9,086 -64%
SF
594
Synovus Financial
Georgia
$379K +$382K +5,083 New
CNBTD
595
Citizens National Bank Trust Department
Mississippi
$377K
JE
596
JMAC Enterprises
Pennsylvania
$376K -$451 -6 -0.1%
SCM
597
Schnieders Capital Management
California
$375K
PTC
598
Petrus Trust Company
Texas
$374K +$377K +5,012 New
FCFC
599
First Commonwealth Financial Corp
Pennsylvania
$373K
ZCA
600
Zeke Capital Advisors
Pennsylvania
$370K -$46.9K -624 -11%

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.