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Canadian Pacific Kansas City

859 hedge funds and large institutions have $55.8B invested in Canadian Pacific Kansas City in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 270 increasing their positions, 296 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $47.3B → $55.8B (+$8.48B)

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

0.98% more ownership

Funds ownership: 71.79%72.77% (+0.98%)

9% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 296

6% less funds holding

Funds holding: 914859 (-55)

23% less call options, than puts

Call options by funds: $148M | Put options by funds: $192M

28% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 149

Holders
859
Holders Change
-55
Holders Change %
-6.02%
% of All Funds
13.55%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
0.66%
New
107
Increased
270
Reduced
296
Closed
149
Calls
$148M
Puts
$192M
Net Calls
-$43.6M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
801
Hexagon Capital Partners
Arkansas
$19K +$6.39K +85 +57%
PK
802
Pflug Koory
Nebraska
$18K
JFA
803
JNBA Financial Advisors
Minnesota
$17K
SWA
804
Sutton Wealth Advisors
Florida
$16.8K -$150 -2 -1%
GAM
805
Gemmer Asset Management
California
$16K -$8.65K -115 -37%
CT
806
Cambridge Trust
Massachusetts
$16K +$14.9K +198 New
HF
807
Halpern Financial
Virginia
$15.3K
AA
808
Addison Advisors
Vermont
$15K -$22.5K -299 -63%
BWM
809
BerganKDV Wealth Management
Minnesota
$15K -$376 -5 -3%
EL
810
EMFO LLC
Florida
$15K
Macquarie Group
811
Macquarie Group
Australia
$14.8K -$43.6M -579,033 -76%
JWM
812
Janiczek Wealth Management
Colorado
$14K +$11.4K +152 +691%
DC
813
DeDora Capital
California
$14K +$12.3K +164 New
JWA
814
JFS Wealth Advisors
Pennsylvania
$12K +$8.2K +109 +303%
T
815
TCWP
Ohio
$12K +$11.1K +148 New
EWA
816
EverSource Wealth Advisors
Alabama
$11K -$1.88K -25 -16%
TAIM
817
TD Ameritrade Investment Management
Nebraska
$11K -$752 -10 -7%
PP
818
Pacifica Partners
Canada
$11K
TFGT
819
TS Financial Group (TSFG)
Illinois
$11K
CAL
820
Capital Analysts LLC
Pennsylvania
$11K +$75 +1 +0.8%
BWA
821
BDO Wealth Advisors
Florida
$11K +$2.11K +28 +26%
FCA
822
FinTrust Capital Advisors
South Carolina
$11K +$7.07K +94 +254%
FMP
823
Financial Management Professionals
Texas
$10K +$3.99K +53 +75%
HWMA
824
Heritage Wealth Management (Arizona)
Arizona
$10K +$9.4K +125 New
SC
825
Stephens Consulting
Michigan
$7.84K

CP Hedge Fund Activity: Q1 2022 in Review

859 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2022, worth a combined $55.8B — up 18% from $47.3B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of CP and 107 opened new positions — a net loss of 42 holders — while 296 trimmed existing stakes and 270 added.

The largest buyer was Capital World Investors, adding an estimated $1.13B. The largest seller was Morgan Stanley, cutting an estimated $292M.

  • 859 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2022, down from 914 in Q4 2021.
  • Funds reported $55.8B of Canadian Pacific Kansas City stock for Q1 2022, up 18% quarter-over-quarter.
  • 107 funds opened new Canadian Pacific Kansas City positions in Q1 2022 and 149 closed out, a net change of -42 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2022 was Capital World Investors, an estimated $1.13B added.
  • The largest Canadian Pacific Kansas City seller in Q1 2022 was Morgan Stanley, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2022.