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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
QI
676
Qtron Investments
Massachusetts
$279K
SL
677
Salomon & Ludwin
Virginia
$278K
OWA
678
Opal Wealth Advisors
New York
$277K +$36.5K +460 +14%
NIM
679
NEOS Investment Management
Connecticut
$275K +$293K +3,696 New
AWA
680
Arkadios Wealth Advisors
Georgia
$275K +$20.1K +253 +7%
MF
681
Montis Financial
Massachusetts
$274K
MA
682
Montag & Associates
Georgia
$269K
PCMK
683
Paragon Capital Management (Kansas)
Kansas
$269K +$15.3K +193 +6%
SCG
684
Sonata Capital Group
Washington
$268K
IPW
685
Inlet Private Wealth
Florida
$268K
Mitsubishi UFJ Trust & Banking
686
Mitsubishi UFJ Trust & Banking
Japan
$265K +$23.8K +300 +9%
VFA
687
Valeo Financial Advisors
Indiana
$265K +$11.2K +141 +4%
LFA
688
Legacy Financial Advisors
Kentucky
$263K -$36.1K -455 -11%
STC
689
Sarah T. Connolly
$260K
CIA
690
Capital Investment Advisors
Georgia
$259K +$277K +3,486 New
WA
691
WBH Advisory
Maryland
$259K -$2.7K -34 -1%
AGC
692
Aspen Grove Capital
Colorado
$258K +$45.5K +574 +20%
CMS
693
Capital Market Strategies
Florida
$257K
BL
694
Balentine LLC
Georgia
$256K +$6.42K +81 +2%
VWA
695
V Wealth Advisors
Kansas
$256K -$1.35M -17,031 -83%
MGIA
696
Moneta Group Investment Advisors
Missouri
$255K +$39.6K +499 +17%
FW
697
FirstPurpose Wealth
Utah
$253K +$12.2K +154 +5%
LWP
698
LMG Wealth Partners
Louisiana
$250K
MFS
699
Mirabella Financial Services
United Kingdom
$249K +$265K +3,344 New
MWM
700
Merriman Wealth Management
Washington
$248K

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.