We are live on ! Find out more
CP icon

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
AWA
701
Arkadios Wealth Advisors
Georgia
$225K -$2.86K -38 -1%
State Board of Administration of Florida Retirement System
702
State Board of Administration of Florida Retirement System
Florida
$224K +$225K +2,997 New
VT
703
Vise Technologies
New York
$223K -$79.4K -1,056 -26%
ANBT
704
American National Bank & Trust
Texas
$222K +$224K +2,976 New
DWT
705
Dorsey & Whitney Trust
South Dakota
$219K +$181K +2,410 New
AAS
706
Ameritas Advisory Services
Nebraska
$219K +$221K +2,935 New
OIA
707
OneDigital Investment Advisors
Kansas
$218K +$220K +2,929 New
FWP
708
FAS Wealth Partners
Kansas
$218K +$220K +2,927 New
NGA
709
Naples Global Advisors
Florida
$218K +$220K +2,920 New
OHWP
710
Oak Harbor Wealth Partners
North Carolina
$218K +$220K +2,923 New
AWP
711
Abacus Wealth Partners
California
$218K +$220K +2,918 New
BPWM
712
Badgley Phelps Wealth Managers
Washington
$217K +$219K +2,915 New
BI
713
Berkeley Inc
Idaho
$215K +$217K +2,886 New
WAM
714
Westport Asset Management
Connecticut
$215K
SW
715
SMART Wealth
Nebraska
$215K +$217K +2,884 New
FCBT
716
First Citizens Bank & Trust
North Carolina
$215K +$217K +2,884 New
JGIA
717
Jackson Grant Investment Advisers
Connecticut
$215K
ESB
718
Essex Savings Bank
Connecticut
$214K +$216K +2,875 New
MCM
719
Marathon Capital Management
Maryland
$214K -$30.2K -402 -12%
OWP
720
Obermeyer Wealth Partners
Colorado
$212K -$193K -2,560 -47%
APWM
721
Argonautica Private Wealth Management
Massachusetts
$212K +$214K +2,839 New
MCC
722
Money Concepts Capital
Florida
$212K +$207K +2,748 +3,053%
FMTC
723
Farmers & Merchants Trust Company
California
$209K +$211K +2,808 New
PA
724
Probity Advisors
Texas
$209K +$211K +2,807 New
HWA
725
Heritage Wealth Advisors
Virginia
$209K

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.