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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
CS
651
Comerica Securities
Michigan
$315K +$80.7K +1,017 +32%
PP
652
Patron Partners
Texas
$314K -$49.4K -623 -13%
GA
653
Geller Advisors
New York
$313K +$333K +4,200 New
BIM
654
Baldwin Investment Management
Pennsylvania
$313K
CAM
655
Cubic Asset Management
Massachusetts
$313K
STA
656
Summit Trail Advisors
New York
$311K -$9.91K -125 -3%
IP
657
Intellectus Partners
California
$310K -$8.49K -107 -3%
WTB
658
Washington Trust Bank
Washington
$307K +$327K +4,122 New
LC
659
LCNB Corp
Ohio
$305K
SWA
660
SFMG Wealth Advisors
Texas
$302K +$6.42K +81 +2%
WGAM
661
Wilkinson Global Asset Management
New York
$300K
NFGCM
662
Norman Fields Gottscho Capital Management
New York
$299K +$119K +1,495 +59%
LCS
663
Levin Capital Strategies
New York
$298K
PCM
664
Poehling Capital Management
Wisconsin
$298K
OCBCO
665
Oversea-Chinese Banking Corp (OCBC)
Singapore
$296K +$232K +2,929 New
AC
666
Avestar Capital
New York
$291K +$1.11K +14 +0.4%
GS
667
GTS Securities
New York
$290K +$310K +3,902 New
WCM
668
Wunderlich Capital Managemnt
Tennessee
$290K
HPG
669
Harvest Portfolios Group
Ontario, Canada
$290K -$15.9K -200 -5%
NRW
670
Nova R Wealth
Kansas
$285K +$397 +5 +0.1%
TSWM
671
Triangle Securities Wealth Management
North Carolina
$283K
APWM
672
Argonautica Private Wealth Management
Massachusetts
$282K +$9.84K +124 +3%
BC
673
Burney Company
Virginia
$280K
FFM
674
Forum Financial Management
Illinois
$280K +$159 +2 +0.1%
EWM
675
Evercore Wealth Management
New York
$279K +$5.79K +73 +2%

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.