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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
LFA
626
Legacy Financial Advisors
Kentucky
$322K +$20.9K +265 +7%
SWA
627
SFMG Wealth Advisors
Texas
$322K -$18.6K -236 -6%
WCM
628
Wunderlich Capital Managemnt
Tennessee
$315K -$1.97K -25 -0.6%
AC
629
Avestar Capital
New York
$315K +$8.05K +102 +3%
MGIA
630
Moneta Group Investment Advisors
Missouri
$314K -$57.7K -731 -20%
FAFN
631
First Affirmative Financial Network
Colorado
$311K +$72.2K +915 +31%
NRW
632
Nova R Wealth
Kansas
$309K
TSWM
633
Triangle Securities Wealth Management
North Carolina
$307K
BC
634
Burney Company
Virginia
$304K
FFM
635
Forum Financial Management
Illinois
$303K +$297K +3,757 New
SL
636
Salomon & Ludwin
Virginia
$302K +$86.8K +1,100 +42%
QI
637
Qtron Investments
Massachusetts
$302K
M
638
Mirova
France
$300K -$119K -1,503 -29%
MF
639
Montis Financial
Massachusetts
$297K
EWM
640
Evercore Wealth Management
New York
$297K +$80.5K +1,020 +38%
APWM
641
Argonautica Private Wealth Management
Massachusetts
$296K +$290K +3,670 New
MA
642
Montag & Associates
Georgia
$292K
DA
643
Dover Advisors
Virginia
$291K +$284K +3,602 New
SCG
644
Sonata Capital Group
Washington
$291K
IPW
645
Inlet Private Wealth
Florida
$290K
WA
646
WBH Advisory
Maryland
$284K
STC
647
Sarah T. Connolly
$283K
CMS
648
Capital Market Strategies
Florida
$283K +$276K +3,500 New
AWA
649
Arkadios Wealth Advisors
Georgia
$278K +$22.8K +289 +9%
PCMK
650
Paragon Capital Management (Kansas)
Kansas
$276K

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.