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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
SS
626
Simplicity Solutions
Minnesota
$358K -$1.35K -17 -0.4%
Capstone Investment Advisors
627
Capstone Investment Advisors
New York
$357K +$381K +4,804 New
WTC
628
WhitTier Trust Company
Nevada
$355K
SCM
629
Schnieders Capital Management
California
$350K -$27K -340 -7%
WS
630
Wedbush Securities
California
$350K -$62.8K -792 -14%
SFG
631
StrategIQ Financial Group
Indiana
$349K +$476 +6 +0.1%
JFG
632
Jefferies Financial Group
New York
$347K +$370K +4,670 New
GSEP
633
Golden State Equity Partners
California
$347K -$6.66K -84 -2%
DIM
634
Delta Investment Management
California
$345K +$24.5K +309 +7%
BST
635
Bath Savings Trust
Maine
$342K
PAA
636
Peregrine Asset Advisers
Oregon
$341K +$364K +4,585 New
XF
637
XML Financial
Maryland
$341K
FAFN
638
First Affirmative Financial Network
Colorado
$341K +$58.6K +739 +19%
DTC
639
Davidson Trust Company
Washington
$339K
BC
640
Barnett & Company
Tennessee
$337K
PFS
641
Prospera Financial Services
Texas
$333K -$90.3K -1,139 -20%
CWP
642
Cyndeo Wealth Partners
Florida
$332K
PL
643
Perpetual Ltd
Australia
$329K -$201K -2,532 -36%
Man Group
644
Man Group
United Kingdom
$329K -$3.68M -46,335 Closed
DI
645
DFPG Investments
Utah
$327K -$588K -7,418 -62%
MWM
646
Meridian Wealth Management
Kentucky
$324K
SWP
647
Strategic Wealth Partners
Ohio
$322K -$8.41K -106 -2%
PP
648
PDS Planning
Ohio
$322K +$19.7K +248 +6%
DA
649
Dover Advisors
Virginia
$317K +$51.1K +644 +18%
BBA
650
BLB&B Advisors
Pennsylvania
$316K

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.