We are live on ! Find out more
CP icon

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
JEST
751
JTC Employer Solutions Trustee
Jersey
$169K
First Eagle Investment Management
752
First Eagle Investment Management
New York
$167K +$7.62K +96 +4%
Jones Financial Companies
753
Jones Financial Companies
Missouri
$155K +$165K +2,085 New
NMG
754
New Millennium Group
Utah
$155K -$793 -10 -0.5%
LC
755
Lindbrook Capital
California
$146K +$32.7K +412 +26%
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$142K +$16.3K +205 +12%
FFC
757
First Financial Corp
Indiana
$142K
CAL
758
Capital Advisors Ltd
Ohio
$136K +$9.84K +124 +7%
GIS
759
Grayhawk Investment Strategies
Alberta, Canada
$135K
KC
760
Kenfarb & Co
Kentucky
$134K
ITFISA
761
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$127K +$135K +1,697 New
MFA
762
McClarren Financial Advisors
Pennsylvania
$126K +$135K +1,697 New
BTI
763
Blue Trust Inc
Georgia
$123K +$50.4K +636 +73%
FFA
764
Farther Finance Advisors
California
$122K +$4.84K +61 +4%
BFEC
765
Benjamin F. Edwards & Company
Missouri
$119K
GWSG
766
GPS Wealth Strategies Group
Colorado
$114K
JWM
767
Janiczek Wealth Management
Colorado
$114K +$16.7K +211 +16%
HIA
768
Harbor Investment Advisory
Maryland
$109K -$58.4K -736 -34%
HI
769
Harbour Investments
Wisconsin
$107K +$36.1K +455 +47%
OC
770
Oakworth Capital
Alabama
$103K -$59.5K -750 -35%
MHR
771
Matthew Hamilton Rosenberg
$102K
VNA
772
Valley National Advisers
Pennsylvania
$100K
GCM
773
Gables Capital Management
Florida
$96.4K
PFA
774
Pathway Financial Advisers
Indiana
$89.6K +$95.5K +1,204 New
PB
775
Pinnacle Bancorp
Nebraska
$89.4K +$23.8K +300 +34%

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.