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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
FWP
701
FAS Wealth Partners
Kansas
$218K -$18.3K -232 -8%
BP
702
BBR Partners
New York
$216K
LA
703
LVW Advisors
New York
$215K +$210K +2,661 New
BMM
704
Buffington Mohr McNeal
Idaho
$214K
RIL
705
Rothschild Investment LLC
Illinois
$214K +$209K +2,650 New
PA
706
Probity Advisors
Texas
$214K +$209K +2,648 New
DWT
707
Dorsey & Whitney Trust
South Dakota
$213K -$5.53K -70 -3%
ESB
708
Essex Savings Bank
Connecticut
$212K -$19.7K -250 -9%
CG
709
Corundum Group
Colorado
$212K +$207K +2,622 New
AAM
710
Aureus Asset Management
Massachusetts
$211K
CTB
711
Country Trust Bank
Illinois
$211K
CA
712
Clearstead Advisors
Ohio
$211K
Grantham, Mayo, Van Otterloo & Co (GMO)
713
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$211K +$206K +2,609 New
BFO
714
Boston Family Office
Massachusetts
$210K +$204K +2,588 New
LFM
715
LGT Fund Management
Liechtenstein
$210K
Walleye Capital
716
Walleye Capital
New York
$206K +$202K +2,554 New
OWP
717
Obermeyer Wealth Partners
Colorado
$205K -$23.8K -302 -11%
FNBOH
718
First National Bank of Hutchinson
Kansas
$205K +$201K +2,543 New
NFGCM
719
Norman Fields Gottscho Capital Management
New York
$204K +$199K +2,520 New
P
720
&Partners
Tennessee
$202K +$197K +2,500 New
OPTFSNA
721
Old Point Trust & Financial Services N A
Virginia
$202K +$197K +2,500 New
1WA
722
180 Wealth Advisors
Washington
$202K +$195K +2,472 New
VT
723
Vise Technologies
New York
$201K +$197K +2,493 New
DCM
724
DGS Capital Management
New Jersey
$200K -$9.55K -121 -5%
AP
725
Atwood & Palmer
Missouri
$194K +$75.6K +957 +66%

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.