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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
JEST
726
JTC Employer Solutions Trustee
Jersey
$184K
HIA
727
Harbor Investment Advisory
Maryland
$177K -$1.66K -21 -0.9%
First Eagle Investment Management
728
First Eagle Investment Management
New York
$173K +$2.84K +36 +2%
OC
729
Oakworth Capital
Alabama
$173K
NMG
730
New Millennium Group
Utah
$169K -$6.08K -77 -4%
AAP
731
Arax Advisory Partners
Colorado
$168K +$6.39K +81 +4%
CFO
732
CVA Family Office
Colorado
$167K
AP
733
Arlington Partners
Alabama
$164K
FFC
734
First Financial Corp
Indiana
$154K
QT
735
Quantbot Technologies
New York
$148K -$4.49M -56,926 -97%
KC
736
Kenfarb & Co
Kentucky
$145K
PFPT
737
Pinnacle Financial Partners (Tennessee)
Tennessee
$144K
GIS
738
Grayhawk Investment Strategies
Alberta, Canada
$143K
CAL
739
Capital Advisors Ltd
Ohio
$138K +$12.2K +154 +10%
MPWT
740
MassMutual Private Wealth & Trust
Connecticut
$138K +$14.4K +183 +12%
BFEC
741
Benjamin F. Edwards & Company
Missouri
$129K -$12.2K -155 -9%
FFA
742
Farther Finance Advisors
California
$127K +$2.45K +31 +2%
LC
743
Lindbrook Capital
California
$126K -$16.7K -212 -12%
GWSG
744
GPS Wealth Strategies Group
Colorado
$124K -$7.42K -94 -6%
MHR
745
Matthew Hamilton Rosenberg
$111K -$15.8K -200 -13%
VNA
746
Valley National Advisers
Pennsylvania
$109K
JWM
747
Janiczek Wealth Management
Colorado
$106K +$10.1K +128 +11%
GCM
748
Gables Capital Management
Florida
$105K +$102K +1,296 New
WP
749
WealthPLAN Partners
Nebraska
$103K +$101K +1,281 New
Robeco Institutional Asset Management
750
Robeco Institutional Asset Management
Netherlands
$96.5K -$121K -1,535 -56%

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.