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Canadian Pacific Kansas City

844 hedge funds and large institutions have $47B invested in Canadian Pacific Kansas City in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 245 increasing their positions, 299 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $144M | Put options by funds: $113M

1.42% more ownership

Funds ownership: 72.77%74.18% (+1.4%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

2% less funds holding

Funds holding: 859844 (-15)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

16% less capital invested

Capital invested by funds: $55.8B → $47B (-$8.81B)

18% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 299

Holders
844
Holders Change
-15
Holders Change %
-1.75%
% of All Funds
14.22%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
90
Increased
245
Reduced
299
Closed
96
Calls
$144M
Puts
$113M
Net Calls
+$30.5M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
701
GPS Wealth Strategies Group
Colorado
$108K +$13K +180 +13%
BTI
702
Blue Trust Inc
Georgia
$107K +$93.5K +1,291 New
HFA
703
HC Financial Advisors
California
$105K
JEST
704
JTC Employer Solutions Trustee
Jersey
$105K
MAM
705
Meeder Asset Management
Ohio
$103K -$46.5K -642 -30%
MWC
706
MBM Wealth Consultants
Missouri
$101K -$104K -1,442 -50%
WT
707
Washington Trust
Rhode Island
$101K -$41.1K -568 -28%
AP
708
Atwood & Palmer
Missouri
$101K
VNA
709
Valley National Advisers
Pennsylvania
$97K
LC
710
Lindbrook Capital
California
$94K +$4.42K +61 +5%
Jones Financial Companies
711
Jones Financial Companies
Missouri
$94K +$46.6K +643 +91%
BFEC
712
Benjamin F. Edwards & Company
Missouri
$90K +$17.3K +239 +23%
PFBT
713
Parkside Financial Bank & Trust
Missouri
$86K -$4.49K -62 -5%
WR
714
WD Rutherford
Oregon
$82K -$42.8K -591 -34%
BHWM
715
Beaird Harris Wealth Management
Texas
$78K
CA
716
Crewe Advisors
Utah
$78K +$81K +1,118 New
MPWT
717
MassMutual Private Wealth & Trust
Connecticut
$77K -$290 -4 -0.4%
GEA
718
Glen Eagle Advisors
New Jersey
$75.4K
ATC
719
Adirondack Trust Company
New York
$74K +$25.3K +350 +49%
NSB
720
Norway Savings Bank
Maine
$72K
TCWM
721
Total Clarity Wealth Management
Illinois
$70K -$787K -10,865 -92%
VVP
722
Venture Visionary Partners
Ohio
$66.8K +$69.2K +956 New
SWM
723
Selective Wealth Management
Virginia
$66K
Optiver Holding
724
Optiver Holding
Netherlands
$64K +$66.2K +914 New
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$63K -$11.2K -155 -15%

CP Hedge Fund Activity: Q2 2022 in Review

844 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2022, worth a combined $47B — down 16% from $55.8B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of CP and 90 opened new positions — a net loss of 6 holders — while 299 trimmed existing stakes and 245 added.

The largest buyer was Capital World Investors, adding an estimated $517M. The largest seller was Massachusetts Financial Services, cutting an estimated $169M.

  • 844 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2022, down from 859 in Q1 2022.
  • Funds reported $47B of Canadian Pacific Kansas City stock for Q2 2022, down 16% quarter-over-quarter.
  • 90 funds opened new Canadian Pacific Kansas City positions in Q2 2022 and 96 closed out, a net change of -6 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2022 was Capital World Investors, an estimated $517M added.
  • The largest Canadian Pacific Kansas City seller in Q2 2022 was Massachusetts Financial Services, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2022.