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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
RFA
751
Resurgent Financial Advisors
Georgia
$144K +$145K +1,932 New
VCM
752
Vigilant Capital Management
Maine
$144K
M
753
Mirova
France
$143K -$1.68M -22,342 -92%
FFC
754
First Financial Corp
Indiana
$142K
AAP
755
Arax Advisory Partners
Colorado
$141K -$6.85K -91 -5%
KC
756
Kenfarb & Co
Kentucky
$134K
BFEC
757
Benjamin F. Edwards & Company
Missouri
$133K +$32K +425 +31%
PFPT
758
Pinnacle Financial Partners (Tennessee)
Tennessee
$133K
MFA
759
McClarren Financial Advisors
Pennsylvania
$127K
LC
760
Lindbrook Capital
California
$126K +$150 +2 +0.1%
NA
761
NewEdge Advisors
Louisiana
$122K +$102K +1,353 +7%
GCM
762
Gables Capital Management
Florida
$118K
MHR
763
Matthew Hamilton Rosenberg
$118K
CA
764
CoreCap Advisors
Michigan
$116K +$117K +1,559 New
CAL
765
Capital Advisors Ltd
Ohio
$116K +$3.69K +49 +3%
GIS
766
Grayhawk Investment Strategies
Alberta, Canada
$115K +$15K +199 +15%
FFA
767
Farther Finance Advisors
California
$115K +$116K +1,538 New
JEST
768
JTC Employer Solutions Trustee
Jersey
$112K
NHT
769
New Hampshire Trust
New Hampshire
$111K +$112K +1,492 New
MWC
770
MBM Wealth Consultants
Missouri
$108K
AP
771
Atwood & Palmer
Missouri
$108K
MPWT
772
MassMutual Private Wealth & Trust
Connecticut
$106K +$1.88K +25 +2%
VNA
773
Valley National Advisers
Pennsylvania
$103K
CA
774
Crewe Advisors
Utah
$98K -$3.46K -46 -3%
PFA
775
Pathway Financial Advisers
Indiana
$97.1K +$97.9K +1,302 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.