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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
JE
601
JMAC Enterprises
Pennsylvania
$359K +$368K +5,042 New
CL
602
Choreo LLC
Illinois
$358K +$363K +4,973 New
PP
603
Patron Partners
Texas
$356K +$101K +1,377 +38%
IC
604
Inscription Capital
Texas
$354K +$358K +4,906 New
LA
605
Latitude Advisors
Florida
$353K +$358K +4,906 New
LSPW
606
Lake Street Private Wealth
Illinois
$351K +$356K +4,871 New
SIA
607
Schechter Investment Advisors
Michigan
$348K +$354K +4,849 New
ZCM
608
Ziegler Capital Management
Illinois
$345K +$69.2K +947 +25%
TSWM
609
Triangle Securities Wealth Management
North Carolina
$344K
CIM
610
Contravisory Investment Management
Massachusetts
$337K +$230K +3,154 +206%
GAM
611
Gotham Asset Management
New York
$336K -$1.05M -14,427 -76%
VAS
612
Vestmark Advisory Solutions
Massachusetts
$336K +$69.8K +955 +26%
EGM
613
Engineers Gate Manager
New York
$334K +$339K +4,636 New
BST
614
Bath Savings Trust
Maine
$331K +$336K +4,595 New
XF
615
XML Financial
Maryland
$330K +$335K +4,582 New
SFG
616
StrategIQ Financial Group
Indiana
$327K +$332K +4,546 New
SI
617
Stephens Inc
Arkansas
$324K -$1.31K -18 -0.4%
IP
618
Intellectus Partners
California
$323K +$327K +4,477 New
AWA
619
Aaron Wealth Advisors
Illinois
$321K +$327K +4,472 New
AA
620
Ancora Advisors
Ohio
$317K +$304K +4,157 +1,663%
IRF
621
IBM Retirement Fund
New York
$313K +$318K +4,349 New
IC
622
Inverness Counsel
New York
$311K +$316K +4,323 New
GPA
623
Garrison Point Advisors
California
$311K +$316K +4,326 New
SCA
624
Snowden Capital Advisors
New York
$310K -$2.92K -40 -0.9%
AAM
625
Advisors Asset Management
Colorado
$310K +$186K +2,546 +145%

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.