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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
TWI
576
Thomas White International
Illinois
$452K +$2.45K +31 +0.6%
UCFA
577
United Capital Financial Advisors
Texas
$450K -$46.3K -586 -10%
WS
578
Wedbush Securities
California
$444K +$158 +2 +0%
ALAM
579
Asahi Life Asset Management
Japan
$436K +$426K +5,390 New
BF
580
BOK Financial
Oklahoma
$434K -$49.6K -628 -10%
LB
581
Legacy Bridge
Iowa
$432K -$61.4K -778 -13%
BSW
582
Buckingham Strategic Wealth
Missouri
$429K +$47.1K +596 +13%
KPWS
583
Kestra Private Wealth Services
Texas
$426K -$17.4K -221 -4%
CDH
584
Charles D. Hyman
$423K -$40.3K -510 -9%
WAM
585
Walker Asset Management
Missouri
$421K
AWM
586
Avior Wealth Management
Nebraska
$415K +$66.4K +841 +20%
SI
587
Stephens Inc
Arkansas
$412K +$91.3K +1,157 +29%
SLAM
588
Swiss Life Asset Management
$412K +$47.1K +596 +13%
SPC
589
Sigma Planning Corp
Michigan
$410K +$23.8K +301 +6%
CNBTD
590
Citizens National Bank Trust Department
Mississippi
$408K
SCM
591
Schnieders Capital Management
California
$407K
FCFC
592
First Commonwealth Financial Corp
Pennsylvania
$404K +$395K +5,000 New
TP
593
Tranquility Partners
Tennessee
$402K +$393K +4,978 New
EFS
594
Essex Financial Services
Connecticut
$400K -$102K -1,297 -21%
V
595
ViaWealth
Kansas
$395K +$386K +4,885 New
PP
596
Patron Partners
Texas
$391K -$4.58K -58 -1%
BFG
597
Bleakley Financial Group
New Jersey
$390K -$43.7K -554 -10%
SS
598
Simplicity Solutions
Minnesota
$390K -$43.7K -554 -10%
WTC
599
WhitTier Trust Company
Nevada
$385K +$13.3K +168 +4%
QIM
600
Quantitative Investment Management
Virginia
$383K +$375K +4,746 New

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.