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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
WTC
651
WhitTier Trust Company
Nevada
$272K +$270K +3,696 +4,348%
FFM
652
Forum Financial Management
Illinois
$270K +$274K +3,752 New
SCM
653
Southport Capital Management
Tennessee
$267K +$271K +3,706 New
WA
654
WBH Advisory
Maryland
$266K +$270K +3,692 New
AWA
655
Arete Wealth Advisors
Illinois
$263K +$267K +3,656 New
KWM
656
Kolinsky Wealth Management
New Jersey
$261K +$265K +3,628 New
IPW
657
Inlet Private Wealth
Florida
$259K
SCG
658
Sonata Capital Group
Washington
$259K +$263K +3,605 New
BC
659
Burney Company
Virginia
$258K +$262K +3,581 New
MWM
660
Meridian Wealth Management
Kentucky
$255K +$259K +3,547 New
AWP
661
Abacus Wealth Partners
California
$252K +$256K +3,503 New
STC
662
Sarah T. Connolly
$252K
CMS
663
Capital Market Strategies
Florida
$252K +$256K +3,500 New
SWM
664
SeaCrest Wealth Management
New York
$252K +$256K +3,505 New
MCM
665
Marathon Capital Management
Maryland
$251K +$255K +3,493 New
SRC
666
Stone Run Capital
New York
$249K +$253K +3,460 New
MF
667
Montis Financial
Massachusetts
$249K +$253K +3,462 New
HC
668
Henshaw Capital
Massachusetts
$248K +$252K +3,450 New
DCM
669
DGS Capital Management
New Jersey
$248K +$252K +3,451 New
IA
670
IFG Advisory
Georgia
$246K +$250K +3,426 New
BP
671
BBR Partners
New York
$245K +$249K +3,404 New
ECM
672
Evergreen Capital Management
Washington
$243K +$246K +3,371 New
WA1
673
Wimmer Associates 1
California
$242K +$245K +3,359 New
OWA
674
Opal Wealth Advisors
New York
$242K +$246K +3,361 New
DTL
675
Dynamic Technology Lab
Singapore
$241K -$281K -3,852 -54%

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.