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Canadian Pacific Kansas City

881 hedge funds and large institutions have $53.9B invested in Canadian Pacific Kansas City in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 265 increasing their positions, 270 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

24% more funds holding in top 10

Funds holding in top 10: 4556 (+11)

6% more capital invested

Capital invested by funds: $50.9B → $53.9B (+$3.01B)

5% more funds holding

Funds holding: 837881 (+44)

1.33% more ownership

Funds ownership: 70.17%71.5% (+1.3%)

2% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 270

19% less call options, than puts

Call options by funds: $103M | Put options by funds: $127M

Holders
881
Holders Change
+44
Holders Change %
+5.26%
% of All Funds
13.83%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.88%
New
155
Increased
265
Reduced
270
Closed
103
Calls
$103M
Puts
$127M
Net Calls
-$24.3M
Net Calls Change
-$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
676
Garrison Point Advisors
California
$242K
HNB
677
Huntington National Bank
Ohio
$242K +$213K +2,692 +880%
State Board of Administration of Florida Retirement System
678
State Board of Administration of Florida Retirement System
Florida
$242K
ANBT
679
American National Bank & Trust
Texas
$240K
GRP
680
Global Retirement Partners
California
$238K +$11.2K +142 +5%
AA
681
Ancora Advisors
Ohio
$237K -$45.5K -576 -16%
AWM
682
Axxcess Wealth Management
California
$236K -$430K -5,446 -65%
NGA
683
Naples Global Advisors
Florida
$236K +$231K +2,920 New
TCOV
684
Trust Company of Vermont
Vermont
$234K -$33.4K -423 -13%
AGC
685
Aspen Grove Capital
Colorado
$234K +$4.26K +54 +2%
BI
686
Berkeley Inc
Idaho
$233K
SW
687
SMART Wealth
Nebraska
$233K
WAM
688
Westport Asset Management
Connecticut
$233K
FCBT
689
First Citizens Bank & Trust
North Carolina
$233K
JGIA
690
Jackson Grant Investment Advisers
Connecticut
$233K
IA
691
Insight Advisors
Pennsylvania
$232K -$21.3K -270 -9%
EH
692
Equitable Holdings
New York
$232K +$226K +2,867 New
SWM
693
SeaCrest Wealth Management
New York
$231K +$225K +2,854 New
EVM
694
Evelyn V. Moreno
$228K
MWM
695
Mattern Wealth Management
Kansas
$228K
BPWM
696
Badgley Phelps Wealth Managers
Washington
$227K -$7.89K -100 -3%
HWA
697
Heritage Wealth Advisors
Virginia
$226K
PCM
698
Penserra Capital Management
California
$226K -$6.79K -86 -3%
CWP
699
Capital Wealth Planning
Florida
$223K -$6.79K -86 -3%
HC
700
Henshaw Capital
Massachusetts
$218K

CP Hedge Fund Activity: Q2 2023 in Review

881 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2023, worth a combined $53.9B — up 5.9% from $50.9B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new CP positions and 103 closed out — a net gain of 52 holders — while 265 added to existing stakes and 270 trimmed.

The largest buyer was TD Asset Management, opening a new position worth an estimated $1.14B. The largest seller was Fidelity International, cutting an estimated $596M.

  • 881 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $53.9B of Canadian Pacific Kansas City stock for Q2 2023, up 5.9% quarter-over-quarter.
  • 155 funds opened new Canadian Pacific Kansas City positions in Q2 2023 and 103 closed out, a net change of +52 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2023 was TD Asset Management, an estimated $1.14B added.
  • The largest Canadian Pacific Kansas City seller in Q2 2023 was Fidelity International, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2023.