We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

914 hedge funds and large institutions have $47.3B invested in Canadian Pacific Kansas City in 2021 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 354 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,037% more first-time investments, than exits

New positions opened: 398 | Existing positions closed: 35

289% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 91

100% more funds holding in top 10

Funds holding in top 10: 1836 (+18)

63% more funds holding

Funds holding: 561914 (+353)

38% more capital invested

Capital invested by funds: $34.3B → $47.3B (+$13B)

6.49% less ownership

Funds ownership: 78.27%71.79% (-6.5%)

31% less call options, than puts

Call options by funds: $194M | Put options by funds: $282M

Holders
914
Holders Change
+353
Holders Change %
+62.92%
% of All Funds
14.07%
Holding in Top 10
36
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+100%
% of All Funds
0.55%
New
398
Increased
354
Reduced
91
Closed
35
Calls
$194M
Puts
$282M
Net Calls
-$88.5M
Net Calls Change
-$77.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
751
PFG Private Wealth Management
Florida
$98K +$23.1K +316 +30%
GWSG
752
GPS Wealth Strategies Group
Colorado
$98K +$63.1K +864 +173%
WIC
753
Water Island Capital
New York
$93K +$94.4K +1,293 New
FFA
754
Freedman Financial Associates
Massachusetts
$93K +$94.7K +1,297 New
FMII
755
Farmers & Merchants Investments Inc
Nebraska
$86K +$32.7K +447 +59%
LC
756
Lindbrook Capital
California
$81K +$7.82K +107 +11%
CCM
757
Covington Capital Management
California
$81K +$63.5K +870 +348%
BHWM
758
Beaird Harris Wealth Management
Texas
$81K +$81.9K +1,121 New
HI
759
Harbour Investments
Wisconsin
$76K -$149K -2,041 -66%
BFEC
760
Benjamin F. Edwards & Company
Missouri
$76K +$3.73K +51 +5%
NSB
761
Norway Savings Bank
Maine
$75K +$75.8K +1,038 New
IUHSA
762
Itau Unibanco Holding S.A.
Brazil
$72K -$7.96K -109 -10%
HC
763
Hoese & Co
Minnesota
$72K
OF
764
Outfitter Financial
Maine
$72K +$73K +1,000 New
MPWT
765
MassMutual Private Wealth & Trust
Connecticut
$70K +$58.9K +806 +501%
SWM
766
Selective Wealth Management
Virginia
$68K -$9.13K -125 -12%
MC
767
Maverick Capital
Texas
$66K -$242K -3,319 -78%
ATC
768
Adirondack Trust Company
New York
$62K
CFA
769
Carroll Financial Associates
North Carolina
$62K +$18.3K +250 +40%
HNWAG
770
High Net Worth Advisory Group
Florida
$62K +$63.2K +865 New
ARMC
771
American Research & Management Company
Massachusetts
$61K -$3.65K -50 -6%
NIC
772
Northwest Investment Counselors
Oregon
$60K +$60.6K +830 New
AFS
773
Annapolis Financial Services
Maryland
$59K +$42.1K +576 +230%
GEA
774
Glen Eagle Advisors
New Jersey
$58.1K +$31.6K +432 +115%
PB
775
Pinnacle Bancorp
Nebraska
$58K

CP Hedge Fund Activity: Q4 2021 in Review

914 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2021, worth a combined $47.3B — up 38% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 398 funds opened new CP positions and 35 closed out — a net gain of 363 holders — while 354 added to existing stakes and 91 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $1.05B. The largest seller was Viking Global Investors, exiting entirely with an estimated $224M sold.

  • 914 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2021, up from 561 in Q3 2021.
  • Funds reported $47.3B of Canadian Pacific Kansas City stock for Q4 2021, up 38% quarter-over-quarter.
  • 398 funds opened new Canadian Pacific Kansas City positions in Q4 2021 and 35 closed out, a net change of +363 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2021 was Massachusetts Financial Services, an estimated $1.05B added.
  • The largest Canadian Pacific Kansas City seller in Q4 2021 was Viking Global Investors, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2021.