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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
GWS
776
Glassman Wealth Services
Virginia
$53.6K +$52.3K +663 New
AIM
777
Achmea Investment Management
Netherlands
$53K
NRG
778
Nemes Rush Group
Michigan
$52.3K +$51.1K +647 New
TWM
779
Tradition Wealth Management
Minnesota
$52K
CH
780
Canton Hathaway
Rhode Island
$50K
RA
781
Rational Advisors
New York
$49.3K -$1.9K -24 -4%
CG
782
Cutler Group
California
$49K +$48.2K +610 New
PPC
783
Park Place Capital
Alabama
$48.9K
ZB
784
Zions Bancorporation
Utah
$48.9K -$632 -8 -1%
SN
785
Sittner & Nelson
Oregon
$48.5K +$7.89K +100 +20%
TFM
786
TFC Financial Management
Massachusetts
$48.5K
AA
787
AlphaMark Advisors
Kentucky
$47K
HDIM
788
Hanson & Doremus Investment Management
Vermont
$47K
KC
789
Knuff & Co
California
$46.5K
VWM
790
Venturi Wealth Management
Texas
$46.5K
AWM
791
AllSquare Wealth Management
New York
$46.3K
AFS
792
Annapolis Financial Services
Maryland
$44.7K +$43.7K +553 New
SWM
793
Sugarloaf Wealth Management
Georgia
$42.6K
AIM
794
Anchor Investment Management
South Carolina
$40.4K
CHA
795
Carmichael Hill & Associates
Maryland
$40.4K
CT
796
Colonial Trust
South Carolina
$40.4K
FP
797
Financial Perspectives
Minnesota
$40.4K
OP
798
ORG Partners
Indiana
$39.4K +$38.5K +488 New
CCA
799
Column Capital Advisors
Indiana
$38.1K
NFSG
800
Newbridge Financial Services Group
Florida
$37.4K

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.