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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
CIC
51
Chilton Investment Company
Connecticut
$179M +$4.74M +59,976 +3%
Deutsche Bank
52
Deutsche Bank
Germany
$170M -$2.11M -26,781 -1%
BCIM
53
British Columbia Investment Management
British Columbia, Canada
$166M +$50M +633,126 +44%
Barclays
54
Barclays
United Kingdom
$166M +$12.8M +162,004 +9%
OAC
55
OMERS Administration Corp
Ontario, Canada
$165M
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$155M -$49.3M -624,016 -25%
TWC
57
TD Waterhouse Canada
Ontario, Canada
$152M +$11.2M +141,865 +11%
Wells Fargo
58
Wells Fargo
California
$150M +$3.62M +45,856 +3%
SGM
59
Skye Global Management
Florida
$147M +$53.1M +672,000 +58%
Amundi
60
Amundi
France
$145M -$759K -9,617 -0.5%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$140M +$125M +1,582,970 +1,037%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$137M -$3.84M -48,691 -3%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$124M -$369M -4,673,990 -75%
Baillie Gifford & Co
64
Baillie Gifford & Co
United Kingdom
$122M +$5.11M +64,666 +4%
TIM
65
Thornburg Investment Management
New Mexico
$115M +$1.43M +18,091 +1%
AM
66
AGF Management
Ontario, Canada
$113M -$18.8M -237,514 -15%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111M +$14.6M +184,441 +15%
GCC
68
Guardian Capital (Canada)
Ontario, Canada
$110M -$6.04M -76,458 -5%
GGHC
69
Gilder Gagnon Howe & Co
New York
$108M +$20.5M +259,797 +24%
JWBC
70
John W. Bristol & Co
New York
$108M -$874K -11,068 -0.8%
ESCM
71
Echo Street Capital Management
New York
$101M +$8.28M +104,845 +9%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$101M +$2.38M +30,172 +2%
CS
73
Credit Suisse
Switzerland
$97.4M +$88K +1,115 +0.1%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$94.7M +$64.8M +821,153 +232%
CCMIC
75
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$94.2M -$2.39M -30,280 -3%

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.