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Canadian Pacific Kansas City

844 hedge funds and large institutions have $47B invested in Canadian Pacific Kansas City in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 245 increasing their positions, 299 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $144M | Put options by funds: $113M

1.42% more ownership

Funds ownership: 72.77%74.18% (+1.4%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

2% less funds holding

Funds holding: 859844 (-15)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

16% less capital invested

Capital invested by funds: $55.8B → $47B (-$8.81B)

18% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 299

Holders
844
Holders Change
-15
Holders Change %
-1.75%
% of All Funds
14.22%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.67%
New
90
Increased
245
Reduced
299
Closed
96
Calls
$144M
Puts
$113M
Net Calls
+$30.5M
Net Calls Change
+$74.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
801
EARNEST Partners
Georgia
$8K +$2.32K +32 +38%
CAC
802
Core Alternative Capital
Georgia
$8K +$8.26K +114 New
EWA
803
EverSource Wealth Advisors
Alabama
$7K -$2.32K -32 -25%
SC
804
Stephens Consulting
Michigan
$6.63K
MCC
805
Money Concepts Capital
Florida
$6K -$80.1K -1,106 -92%
BIA
806
Bell Investment Advisors
California
$6K +$5.79K +80 New
TSWM
807
Tyler-Stone Wealth Management
Ohio
$6K +$5.79K +80 New
VCM
808
Versant Capital Management
Arizona
$5K
ZIG
809
Zullo Investment Group
Pennsylvania
$5K
LFG
810
Larson Financial Group
Missouri
$5K +$4.92K +68 New
TAIM
811
TD Ameritrade Investment Management
Nebraska
$4K -$5.21K -72 -56%
LCM
812
Logan Capital Management
Pennsylvania
$4K
PCG
813
Private Capital Group
Connecticut
$4K
CA
814
Centerpoint Advisors
Massachusetts
$4K +$3.84K +53 New
SC
815
Schubert & Co
Texas
$4K +$4.49K +62 New
CWP
816
Concord Wealth Partners
Virginia
$3K
CFD
817
Creative Financial Designs
Indiana
$3K
HR
818
Howe & Rusling
New York
$3K
YAL
819
Your Advocates Ltd
Texas
$3K
CMP
820
Coston McIsaac & Partners
Maine
$3K +$2.9K +40 New
FMB
821
Field & Main Bank
Kentucky
$3K +$3.55K +49 New
CIA
822
Cascade Investment Advisors
Oregon
$2.1K
AF
823
Advisornet Financial
Minnesota
$2K -$21.7K -300 -91%
BWA
824
BDO Wealth Advisors
Florida
$2K -$7.24K -100 -74%
CFFP
825
Center for Financial Planning
Michigan
$2K

CP Hedge Fund Activity: Q2 2022 in Review

844 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2022, worth a combined $47B — down 16% from $55.8B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of CP and 90 opened new positions — a net loss of 6 holders — while 299 trimmed existing stakes and 245 added.

The largest buyer was Capital World Investors, adding an estimated $517M. The largest seller was Massachusetts Financial Services, cutting an estimated $169M.

  • 844 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2022, down from 859 in Q1 2022.
  • Funds reported $47B of Canadian Pacific Kansas City stock for Q2 2022, down 16% quarter-over-quarter.
  • 90 funds opened new Canadian Pacific Kansas City positions in Q2 2022 and 96 closed out, a net change of -6 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2022 was Capital World Investors, an estimated $517M added.
  • The largest Canadian Pacific Kansas City seller in Q2 2022 was Massachusetts Financial Services, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2022.