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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
PFBT
751
Parkside Financial Bank & Trust
Missouri
$95.6K +$93.5K +1,184 New
RFA
752
Resurgent Financial Advisors
Georgia
$95.5K -$5.76K -73 -6%
CTA
753
Colonial Trust Advisors
South Carolina
$93.1K
HPC
754
HM Payson & Co
Maine
$93K +$91K +1,152 New
DJSG
755
D.J. St. Germain
Massachusetts
$90.9K +$88.8K +1,125 New
BHWM
756
Beaird Harris Wealth Management
Texas
$90.5K
GJIA
757
Glass Jacobson Investment Advisors
Maryland
$88.8K +$86.8K +1,100 New
GFL
758
Granite FO LLC
New Hampshire
$80.9K
CCP
759
Carmel Capital Partners
California
$80.8K -$7.89K -100 -9%
PTC
760
Private Trust Company
Ohio
$79.2K +$21.2K +269 +38%
HI
761
Harbour Investments
Wisconsin
$79K +$77.2K +978 New
GEA
762
Glen Eagle Advisors
New Jersey
$77.2K
VCM
763
Vigilant Capital Management
Maine
$75K
PI
764
PineBridge Investments
New York
$74.9K
PB
765
Pinnacle Bancorp
Nebraska
$71.2K
PAI
766
Pittenger & Anderson Inc
Nebraska
$69.9K
NIC
767
Northwest Investment Counselors
Oregon
$69.3K
BTI
768
Blue Trust Inc
Georgia
$67K -$142K -1,801 -67%
QC
769
Quent Capital
New York
$64.1K
OIA
770
Optimum Investment Advisors
Illinois
$64K
PMFA
771
Plante Moran Financial Advisors
Michigan
$60.6K
DSC
772
Duncker Streett & Co
Missouri
$58.2K
RI
773
Ridgewood Investments
New Jersey
$56.9K
PP
774
Pacifica Partners
Canada
$56.5K +$1.58K +20 +3%
CHC
775
City Holding Co
West Virginia
$55.6K

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.