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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
WAP
576
Wealthcare Advisory Partners
Pennsylvania
$488K -$9.6K -121 -2%
MCM
577
MAI Capital Management
Ohio
$483K +$39.1K +493 +8%
SHFA
578
SS&H Financial Advisors
Michigan
$483K +$515K +6,489 New
ECM
579
Evergreen Capital Management
Washington
$474K +$15.5K +195 +3%
CIS
580
Continental Investors Services
Washington
$472K -$503K -6,343 -50%
AAS
581
Avantax Advisory Services
Texas
$472K -$21.6K -272 -4%
CGL
582
Clarius Group LLC
Washington
$468K -$63K -794 -11%
BTWM
583
Baker Tilly Wealth Management
Wisconsin
$461K -$158K -1,988 -24%
ST
584
Sabal Trust
Florida
$461K +$492K +6,200 New
SI
585
Stephens Inc
Arkansas
$461K +$87K +1,097 +22%
MFG
586
Midwest Financial Group
Kansas
$459K
CT
587
Coastline Trust
Rhode Island
$454K -$487K -6,142 -50%
FHA
588
First Horizon Advisors
Tennessee
$454K +$14K +177 +3%
PWG
589
Portside Wealth Group
Utah
$451K +$20.1K +254 +4%
KPWS
590
Kestra Private Wealth Services
Texas
$450K +$61.1K +770 +15%
SPC
591
Sigma Planning Corp
Michigan
$445K +$71.7K +904 +18%
9WM
592
9258 Wealth Management
Ohio
$443K -$4.84K -61 -1%
CCM
593
Cullen Capital Management
New York
$440K
SAM
594
Summit Asset Management
Tennessee
$439K
Vontobel Holding
595
Vontobel Holding
Switzerland
$433K
FWIA
596
Fort Washington Investment Advisors
Ohio
$430K
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$430K
SIG
598
Sargent Investment Group
Maryland
$429K +$458K +5,769 New
MWM
599
Modera Wealth Management
New Jersey
$427K -$179K -2,258 -28%
FCCM
600
First City Capital Management
Georgia
$423K

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.