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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
OIA
776
Optimum Investment Advisors
Illinois
$57K +$57.9K +792 New
QC
777
Quent Capital
New York
$57K +$57.9K +793 New
EDRH
778
Edmond de Rothschild Holding
Switzerland
$55K
Jones Financial Companies
779
Jones Financial Companies
Missouri
$54K -$8.04K -110 -13%
PMFA
780
Plante Moran Financial Advisors
Michigan
$54K
DSC
781
Duncker Streett & Co
Missouri
$52K +$52.6K +720 New
HPC
782
HM Payson & Co
Maine
$52K +$52.7K +722 New
EBA
783
Eagle Bay Advisors
New York
$49K +$48.7K +667 New
TCM
784
Tradewinds Capital Management
Washington
$48K +$10.1K +138 +26%
CHC
785
City Holding Co
West Virginia
$48K +$21K +288 +72%
RCM
786
Regency Capital Management
Hawaii
$46K
BFC
787
Bedel Financial Consulting
Indiana
$46K +$46.7K +640 New
SC
788
Steph & Co
Wisconsin
$45K
GWS
789
Glassman Wealth Services
Virginia
$45K +$20.4K +279 +81%
CAM
790
CenterStar Asset Management
Illinois
$44K
GGI
791
Godsey & Gibb Inc
Virginia
$44K +$44.7K +612 New
AWM
792
AllSquare Wealth Management
New York
$43K
AIP
793
Ahrens Investment Partners
Louisiana
$43K +$43.8K +600 New
HDIM
794
Hanson & Doremus Investment Management
Vermont
$42K +$42.5K +582 New
AA
795
AlphaMark Advisors
Kentucky
$41K +$42.1K +576 New
KC
796
Knuff & Co
California
$41K +$42.1K +576 New
TWM
797
Tradition Wealth Management
Minnesota
$39K +$730 +10 +2%
SWM
798
Sugarloaf Wealth Management
Georgia
$38K +$38.5K +527 New
CHA
799
Carmichael Hill & Associates
Maryland
$36K
CFN
800
Cordasco Financial Network
Florida
$36K

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.