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Canadian Pacific Kansas City

901 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 316 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $131M | Put options by funds: $79.7M

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 284

2% more funds holding

Funds holding: 881901 (+20)

2.07% more ownership

Funds ownership: 71.5%73.57% (+2.1%)

5% less capital invested

Capital invested by funds: $53.9B → $51.2B (-$2.69B)

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

Holders
901
Holders Change
+20
Holders Change %
+2.27%
% of All Funds
14.3%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
316
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M
Name Holding Trade Value Shares
Change
Change in
Stake
M
726
Mirova
France
$221K -$58.7K -740 -20%
EWA
727
EP Wealth Advisors
California
$220K +$235K +2,959 New
NGA
728
Naples Global Advisors
Florida
$218K
JWM
729
Jackson Wealth Management
Florida
$217K -$303K -3,815 -57%
TCOV
730
Trust Company of Vermont
Vermont
$216K
GRP
731
Global Retirement Partners
California
$216K +$555 +7 +0.2%
JGIA
732
Jackson Grant Investment Advisers
Connecticut
$215K
BI
733
Berkeley Inc
Idaho
$215K
VC
734
Veracity Capital
Georgia
$215K +$229K +2,884 New
SW
735
SMART Wealth
Nebraska
$215K
WAM
736
Westport Asset Management
Connecticut
$215K
IA
737
Insight Advisors
Pennsylvania
$214K
WC
738
Wexford Capital
Florida
$213K +$227K +2,866 New
MWM
739
Mattern Wealth Management
Kansas
$210K
SA
740
Sunesis Advisors
Kansas
$206K +$220K +2,770 New
CBFP
741
Cedar Brook Financial Partners
Ohio
$206K +$219K +2,762 New
1WA
742
180 Wealth Advisors
Washington
$204K +$21.7K +273 +11%
FWP
743
FAS Wealth Partners
Kansas
$204K +$3.65K +46 +2%
AA
744
Ancora Advisors
Ohio
$201K -$18.7K -236 -8%
HC
745
Henshaw Capital
Massachusetts
$201K
HWA
746
Heritage Wealth Advisors
Virginia
$195K -$13.9K -175 -6%
CTB
747
Country Trust Bank
Illinois
$194K
AAP
748
Arax Advisory Partners
Colorado
$185K +$33.2K +418 +20%
BF
749
BOK Financial
Oklahoma
$181K -$224K -2,825 -53%
AP
750
Atwood & Palmer
Missouri
$179K

CP Hedge Fund Activity: Q3 2023 in Review

901 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2023, worth a combined $51.2B — down 5% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CP positions and 67 closed out — a net gain of 28 holders — while 316 added to existing stakes and 284 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $541M. The largest seller was Fidelity International, cutting an estimated $653M.

  • 901 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2023, up from 881 in Q2 2023.
  • Funds reported $51.2B of Canadian Pacific Kansas City stock for Q3 2023, down 5% quarter-over-quarter.
  • 95 funds opened new Canadian Pacific Kansas City positions in Q3 2023 and 67 closed out, a net change of +28 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2023 was WCM Investment Management, an estimated $541M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2023 was Fidelity International, an estimated $653M sold.

Based on aggregated 13F filings for Q3 2023.