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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
DA
676
Dover Advisors
Virginia
$255K +$256K +3,408 New
KWM
677
Kolinsky Wealth Management
New Jersey
$254K -$1.88K -25 -0.7%
BP
678
BBR Partners
New York
$253K
CCIA
679
Campbell & Co Investment Adviser
Maryland
$253K +$255K +3,391 New
DLA
680
Douglas Lane & Associates
New York
$252K
MFS
681
Mirabella Financial Services
United Kingdom
$251K -$27.6K -367 -10%
MWM
682
Merriman Wealth Management
Washington
$249K +$250K +3,327 New
TCOV
683
Trust Company of Vermont
Vermont
$248K +$3.99K +53 +2%
SI
684
Stephens Inc
Arkansas
$247K -$13.8K -184 -5%
SW
685
SVB Wealth
Massachusetts
$246K -$5.34K -71 -2%
NHC
686
Nicholas Hoffman & Company
Georgia
$246K +$248K +3,295 New
VFA
687
Valeo Financial Advisors
Indiana
$245K +$17.4K +231 +8%
KPWS
688
Kestra Private Wealth Services
Texas
$243K -$43.8K -582 -15%
FW
689
FirstPurpose Wealth
Utah
$242K +$16.9K +225 +7%
WA1
690
Wimmer Associates 1
California
$240K
LIM
691
Leavell Investment Management
Alabama
$236K
SP
692
Successful Portfolios
Florida
$236K
AWM
693
Angeles Wealth Management
California
$236K -$65.7K -873 -22%
EVM
694
Evelyn V. Moreno
$235K
CS
695
Comerica Securities
Michigan
$234K -$18.7K -249 -7%
AF
696
Aldebaran Financial
$234K
AWS
697
Atria Wealth Solutions
New York
$233K -$175K -2,326 -43%
FNT
698
First Nebraska Trust
Nebraska
$233K
BWP
699
Baldwin Wealth Partners
Massachusetts
$233K +$65.7K +873 +39%
SWM
700
SeaCrest Wealth Management
New York
$226K -$527 -7 -0.2%

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.