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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
BC
651
Burney Company
Virginia
$281K -$85.5K -1,137 -23%
FFM
652
Forum Financial Management
Illinois
$280K +$451 +6 +0.2%
BBW
653
Blue Barn Wealth
Utah
$280K +$17.4K +231 +7%
FRM
654
Fox Run Management
Connecticut
$279K -$154K -2,047 -35%
QI
655
Qtron Investments
Massachusetts
$278K +$281K +3,732 New
GCP
656
GSA Capital Partners
United Kingdom
$277K +$279K +3,710 New
MF
657
Montis Financial
Massachusetts
$274K
TRCT
658
Tower Research Capital (TRC)
New York
$273K -$488K -6,481 -64%
QCM
659
Quantinno Capital Management
New York
$272K +$275K +3,653 New
AAMC
660
Asset Allocation & Management Company
Illinois
$270K
MA
661
Montag & Associates
Georgia
$270K -$28K -372 -9%
SCG
662
Sonata Capital Group
Washington
$269K
LWP
663
LMG Wealth Partners
Louisiana
$269K +$252K +3,350 New
GPA
664
Garrison Point Advisors
California
$269K
IPW
665
Inlet Private Wealth
Florida
$268K
BS
666
Boenning & Scattergood
Pennsylvania
$268K
TWI
667
Thomas White International
Illinois
$267K +$270K +3,585 New
LNC
668
Lincoln National Corp
Pennsylvania
$263K +$265K +3,526 New
PAG
669
Private Advisor Group
New Jersey
$262K +$221K +2,942 +40%
CMS
670
Capital Market Strategies
Florida
$261K
Credit Agricole
671
Credit Agricole
France
$261K
STC
672
Sarah T. Connolly
$261K
SRC
673
Stone Run Capital
New York
$258K
AA
674
Ancora Advisors
Ohio
$258K
LFA
675
Legacy Financial Advisors
Kentucky
$256K +$258K +3,434 New

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.