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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
SWP
626
Strategic Wealth Partners
Ohio
$322K -$2.15M -28,614 -87%
CAM
627
Cubic Asset Management
Massachusetts
$321K
Mitsubishi UFJ Trust & Banking
628
Mitsubishi UFJ Trust & Banking
Japan
$320K -$81.5K -1,083 -20%
Chevy Chase Trust
629
Chevy Chase Trust
Maryland
$320K +$322K +4,286 New
IP
630
Intellectus Partners
California
$318K
GWM
631
Geneos Wealth Management
Colorado
$318K +$9.78K +130 +3%
BBA
632
BLB&B Advisors
Pennsylvania
$316K
SWA
633
SFMG Wealth Advisors
Texas
$315K -$29.3K -390 -8%
EFS
634
Essex Financial Services
Connecticut
$314K +$75 +1 +0%
BIM
635
Baldwin Investment Management
Pennsylvania
$313K
LC
636
LCNB Corp
Ohio
$307K
LWCFA
637
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$304K -$9.78K -130 -3%
WGAM
638
Wilkinson Global Asset Management
New York
$301K
AWM
639
Avior Wealth Management
Nebraska
$300K
WC
640
Wexford Capital
Florida
$299K -$440K -5,847 -59%
PCM
641
Poehling Capital Management
Wisconsin
$298K
NFG
642
Nations Financial Group
Iowa
$295K +$297K +3,953 New
RRCM
643
Rappaport Reiches Capital Management
Illinois
$295K +$297K +3,951 New
WCM
644
Wunderlich Capital Managemnt
Tennessee
$293K
OWA
645
Opal Wealth Advisors
New York
$292K +$17.5K +233 +6%
PFS
646
Prospera Financial Services
Texas
$291K +$3.23K +43 +1%
PCMK
647
Paragon Capital Management (Kansas)
Kansas
$288K
SFP
648
Sweet Financial Partners
Minnesota
$286K
NRW
649
Nova R Wealth
Kansas
$285K +$451 +6 +0.2%
TSWM
650
Triangle Securities Wealth Management
North Carolina
$284K -$20.7K -275 -7%

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.