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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
E
726
Ergoteles
New York
$207K +$209K +2,773 New
WFI
727
West Family Investments
California
$206K +$208K +2,763 New
BAM
728
Belpointe Asset Management
Nevada
$205K -$9.48K -126 -4%
CPIG
729
Chicago Partners Investment Group
Illinois
$202K +$195K +2,595 New
HC
730
Henshaw Capital
Massachusetts
$201K -$87K -1,157 -30%
AAM
731
Aureus Asset Management
Massachusetts
$201K +$202K +2,689 New
BL
732
Balentine LLC
Georgia
$200K -$33.2K -441 -14%
CC
733
Commons Capital
Massachusetts
$200K +$202K +2,681 New
CTB
734
Country Trust Bank
Illinois
$195K +$196K +2,612 New
CA
735
Clearstead Advisors
Ohio
$195K +$56.4K +750 +40%
BTI
736
Blue Trust Inc
Georgia
$183K +$78K +1,037 +60%
Allspring Global Investments
737
Allspring Global Investments
North Carolina
$179K +$5.27K +70 +3%
AWM
738
Accurate Wealth Management
Florida
$176K +$174K +2,308 New
First Eagle Investment Management
739
First Eagle Investment Management
New York
$175K +$37K +492 +27%
HIA
740
Harbor Investment Advisory
Maryland
$165K +$56.9K +757 +52%
NMG
741
New Millennium Group
Utah
$162K +$1.5K +20 +0.9%
Jones Financial Companies
742
Jones Financial Companies
Missouri
$160K -$7.52K -100 -4%
OC
743
Oakworth Capital
Alabama
$160K +$6.77K +90 +4%
CH
744
Canton Hathaway
Rhode Island
$159K +$160K +2,125 New
ATC
745
Adirondack Trust Company
New York
$157K +$28.2K +375 +22%
LOIP
746
Live Oak Investment Partners
Texas
$157K
GRP
747
Global Retirement Partners
California
$155K +$8.58K +114 +6%
CFO
748
CVA Family Office
Colorado
$154K
AP
749
Arlington Partners
Alabama
$151K
USCWA
750
U.S. Capital Wealth Advisors
Texas
$149K +$150K +1,994 New

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.