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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
GSEP
601
Golden State Equity Partners
California
$383K +$43.8K +555 +13%
SFG
602
StrategIQ Financial Group
Indiana
$378K +$369K +4,680 New
BST
603
Bath Savings Trust
Maine
$371K
IWP
604
Icon Wealth Partners
Texas
$371K -$86.2K -1,092 -19%
XF
605
XML Financial
Maryland
$370K
DTC
606
Davidson Trust Company
Washington
$368K
BC
607
Barnett & Company
Tennessee
$365K
PTC
608
Petrus Trust Company
Texas
$361K +$353K +4,470 New
CWP
609
Cyndeo Wealth Partners
Florida
$361K -$11.4K -145 -3%
SWP
610
Strategic Wealth Partners
Ohio
$359K +$2.13K +27 +0.6%
MWM
611
Meridian Wealth Management
Kentucky
$352K
DIM
612
Delta Investment Management
California
$350K -$5.45K -69 -2%
STA
613
Summit Trail Advisors
New York
$347K +$339K +4,293 New
IP
614
Intellectus Partners
California
$344K
BBA
615
BLB&B Advisors
Pennsylvania
$342K +$334K +4,230 New
BIM
616
Baldwin Investment Management
Pennsylvania
$339K
CAM
617
Cubic Asset Management
Massachusetts
$339K
HPG
618
Harvest Portfolios Group
Ontario, Canada
$331K -$7.89K -100 -2%
LC
619
LCNB Corp
Ohio
$331K -$1.58K -20 -0.5%
PP
620
PDS Planning
Ohio
$329K +$22.4K +284 +7%
WGAM
621
Wilkinson Global Asset Management
New York
$326K
KIA
622
KCM Investment Advisors
California
$324K +$317K +4,013 New
PCM
623
Poehling Capital Management
Wisconsin
$323K
LCS
624
Levin Capital Strategies
New York
$323K +$316K +4,000 New
SFP
625
Sweet Financial Partners
Minnesota
$322K +$4.74K +60 +2%

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.