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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
Robeco Institutional Asset Management
776
Robeco Institutional Asset Management
Netherlands
$88.9K
PFBT
777
Parkside Financial Bank & Trust
Missouri
$86.4K -$1.82K -23 -2%
CTA
778
Colonial Trust Advisors
South Carolina
$85.8K
HPC
779
HM Payson & Co
Maine
$85.7K
DJSG
780
D.J. St. Germain
Massachusetts
$83.7K
BHWM
781
Beaird Harris Wealth Management
Texas
$83.4K
GJIA
782
Glass Jacobson Investment Advisors
Maryland
$81.9K
PPWM
783
PFG Private Wealth Management
Florida
$81.1K +$86.5K +1,090 New
OA
784
Operose Advisors
Wisconsin
$78.4K +$83.5K +1,053 New
RW
785
RVW Wealth
California
$76.9K +$81.9K +1,033 New
CCP
786
Carmel Capital Partners
California
$76K +$1.67K +21 +2%
SIC
787
Salem Investment Counselors
North Carolina
$75.8K +$80.7K +1,017 New
GFL
788
Granite FO LLC
New Hampshire
$74.7K
IUHSA
789
Itau Unibanco Holding S.A.
Brazil
$74.5K +$79.4K +1,001 New
RFA
790
Resurgent Financial Advisors
Georgia
$74.4K -$14.4K -182 -15%
TWM
791
Tradition Wealth Management
Minnesota
$73K +$26.9K +339 +53%
GEA
792
Glen Eagle Advisors
New Jersey
$71.2K
QC
793
Quent Capital
New York
$68.3K +$9.6K +121 +15%
PAI
794
Pittenger & Anderson Inc
Nebraska
$64.4K
NIC
795
Northwest Investment Counselors
Oregon
$63.8K
PTC
796
Private Trust Company
Ohio
$63.4K -$10.2K -129 -13%
OIA
797
Optimum Investment Advisors
Illinois
$58.9K
PMFA
798
Plante Moran Financial Advisors
Michigan
$55.8K
GWS
799
Glassman Wealth Services
Virginia
$55.7K +$6.82K +86 +13%
PP
800
Pacifica Partners
Canada
$55.7K +$5K +63 +9%

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.