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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
DLA
676
Douglas Lane & Associates
New York
$240K +$244K +3,336 New
VFA
677
Valeo Financial Advisors
Indiana
$240K +$244K +3,341 New
IAIM
678
International Assets Investment Management
Florida
$238K +$241K +3,304 New
SFA
679
Sequoia Financial Advisors
Ohio
$236K +$239K +3,276 New
SP
680
Successful Portfolios
Florida
$236K +$240K +3,279 New
RFA
681
Reilly Financial Advisors
California
$235K +$151K +2,067 +172%
FNT
682
First Nebraska Trust
Nebraska
$234K +$238K +3,255 New
OIA
683
OneDigital Investment Advisors
Kansas
$234K +$237K +3,246 New
AF
684
Allworth Financial
California
$232K +$159K +2,180 +208%
BS
685
Boenning & Scattergood
Pennsylvania
$231K +$1.46K +20 +0.6%
GW
686
GW & Wade
Massachusetts
$229K +$233K +3,188 New
LIM
687
Leavell Investment Management
Alabama
$228K +$231K +3,167 New
NFG
688
Next Financial Group
Texas
$227K -$24.3K -333 -10%
SPC
689
Sigma Planning Corp
Michigan
$227K +$231K +3,159 New
PFO
690
Pathstone Family Office
New Jersey
$226K +$231K +3,158 New
AF
691
Aldebaran Financial
$225K +$229K +3,134 New
SO
692
STRS Ohio
Ohio
$223K -$22.2M -303,947 -99%
BSW
693
Buckingham Strategic Wealth
Missouri
$220K +$223K +3,053 New
FWM
694
Frontier Wealth Management
Missouri
$220K +$223K +3,056 New
ESB
695
Essex Savings Bank
Connecticut
$220K +$224K +3,065 New
JEST
696
JTC Employer Solutions Trustee
Jersey
$219K +$109K +1,496 New
TC
697
Titleist Capital
Texas
$219K +$223K +3,048 New
HNB
698
Huntington National Bank
Ohio
$216K +$195K +2,669 +794%
TWI
699
Thomas White International
Illinois
$216K +$219K +2,999 New
PCM
700
Pennsylvania Capital Management
Pennsylvania
$215K -$197K -2,695 -47%

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.