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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
JWM
776
Janiczek Wealth Management
Colorado
$94.1K +$6.09K +81 +7%
PFBT
777
Parkside Financial Bank & Trust
Missouri
$91.4K -$75 -1 -0.1%
WR
778
WD Rutherford
Oregon
$87K
HNB
779
Huntington National Bank
Ohio
$86.7K -$10.6K -141 -11%
CTA
780
Colonial Trust Advisors
South Carolina
$86K +$86.7K +1,153 New
Capstone Investment Advisors
781
Capstone Investment Advisors
New York
$84.8K +$85.5K +1,137 New
DJSG
782
D.J. St. Germain
Massachusetts
$83.9K +$84.6K +1,125 New
BHWM
783
Beaird Harris Wealth Management
Texas
$83.6K
GJIA
784
Glass Jacobson Investment Advisors
Maryland
$82K +$82.8K +1,100 New
NSB
785
Norway Savings Bank
Maine
$77.4K
HI
786
Harbour Investments
Wisconsin
$72.1K +$25.1K +334 +53%
PI
787
PineBridge Investments
New York
$70.7K +$52.7K +700 New
PMFA
788
Plante Moran Financial Advisors
Michigan
$66.8K +$11K +146 +19%
PB
789
Pinnacle Bancorp
Nebraska
$66K
PAI
790
Pittenger & Anderson Inc
Nebraska
$64.5K
NIC
791
Northwest Investment Counselors
Oregon
$61.9K
QC
792
Quent Capital
New York
$59.2K
OIA
793
Optimum Investment Advisors
Illinois
$59.1K
ZB
794
Zions Bancorporation
Utah
$57.2K +$677 +9 +1%
DSC
795
Duncker Streett & Co
Missouri
$53.7K
CHC
796
City Holding Co
West Virginia
$51.3K
GWS
797
Glassman Wealth Services
Virginia
$47.6K -$8.73K -116 -15%
PPC
798
Park Place Capital
Alabama
$47K +$47.2K +627 New
TWM
799
Tradition Wealth Management
Minnesota
$46K
RA
800
Rational Advisors
New York
$45.5K +$1.2K +16 +3%

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.