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Canadian Pacific Kansas City
CP

844 hedge funds and large institutions have $47B invested in Canadian Pacific Kansas City in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 245 increasing their positions, 299 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $144M | Put options by funds: $113M

1.42% more ownership

Funds ownership: 72.77% → 74.18% (+1.4%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

2% less funds holding

Funds holding: 859 → 844 (-15)

5% less funds holding in top 10

Funds holding in top 10: 42 → 40 (-2)

16% less capital invested

Capital invested by funds: $55.8B → $47B (-$8.81B)

18% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 299

Holders
844
Holders Change
-15
Holders Change %
-1.75%
% of All Funds
14.22%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
90
Increased
245
Reduced
299
Closed
96
Calls
$144M
Puts
$113M
Net Calls
+$30.5M
Net Calls Change
+$74.2M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$517M
2
DZ Bank
DZ Bank
Germany
+$183M
3
Bessemer Group
Bessemer Group
New Jersey
+$155M
4
Morgan Stanley
Morgan Stanley
New York
+$141M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$120M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$169M
2
MG
Meritage Group
California
-$149M
3
WCM Investment Management
WCM Investment Management
California
-$133M
4
JSP
Jackson Square Partners
California
-$122M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Sugarloaf Wealth Management
Georgia
$37K +$38.2K +527 New
CHA
752
Carmichael Hill & Associates
Maryland
$35K – – –
CFN
753
Cordasco Financial Network
Florida
$35K – – –
HNWAG
754
High Net Worth Advisory Group
Florida
$35K – – –
AIM
755
Anchor Investment Management
South Carolina
$34.9K – – –
FP
756
Financial Perspectives
Minnesota
$34.9K – – –
IBOK
757
Independence Bank of Kentucky
Kentucky
$34K – – –
JFGIW
758
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
SC
759
Seldon Capital
California
$34K – – –
CCA
760
Column Capital Advisors
Indiana
$33K – – –
NFSG
761
Newbridge Financial Services Group
Florida
$32K +$9.7K +134 +41%
MGIM
762
M&G Investment Management
United Kingdom
$31K +$167K +2,300 +0.5%
ME
763
McIlrath & Eck
Washington
$28K – – –
GI
764
Gradient Investments
Minnesota
$27K – – –
OAJ
765
Ogorek Anthony Joseph
New York
$26K – – –
SPWG
766
Sage Private Wealth Group
Illinois
$26K – – –
AW
767
Avion Wealth
Texas
$25K – – –
TWA
768
TCI Wealth Advisors
Arizona
$24K – – –
SFO
769
Standard Family Office
South Dakota
$24K +$25.2K +348 New
ACM
770
Antonetti Capital Management
Florida
$22K – – –
CWC
771
Carolinas Wealth Consulting
North Carolina
$22K – – –
RMC
772
Resources Management Corp
Connecticut
$21K – – –
TFA
773
Toth Financial Advisory
Virginia
$21K – – –
ETC
774
Exchange Traded Concepts
Oklahoma
$20K -$12.4K -171 -38%
FBT
775
First Bank & Trust
South Dakota
$20K – – –
29 30
31
32 33

CP Hedge Fund Activity: Q2 2022 in Review

844 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2022, worth a combined $47B — down 16% from $55.8B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of CP and 90 opened new positions — a net loss of 6 holders — while 299 trimmed existing stakes and 245 added.

The largest buyer was Capital World Investors, adding an estimated $517M. The largest seller was Massachusetts Financial Services, cutting an estimated $169M.

  • 844 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2022, down from 859 in Q1 2022.
  • Funds reported $47B of Canadian Pacific Kansas City stock for Q2 2022, down 16% quarter-over-quarter.
  • 90 funds opened new Canadian Pacific Kansas City positions in Q2 2022 and 96 closed out, a net change of -6 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2022 was Capital World Investors, an estimated $517M added.
  • The largest Canadian Pacific Kansas City seller in Q2 2022 was Massachusetts Financial Services, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2022.