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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
PTC
801
Private Trust Company
Ohio
$45K -$1.88K -25 -4%
AWM
802
AllSquare Wealth Management
New York
$44.8K
TFM
803
TFC Financial Management
Massachusetts
$44.8K +$45.1K +600 New
HPC
804
HM Payson & Co
Maine
$44.2K
AA
805
AlphaMark Advisors
Kentucky
$43K
HDIM
806
Hanson & Doremus Investment Management
Vermont
$43K
KC
807
Knuff & Co
California
$43K
WI
808
WJ Interests
Texas
$43K +$43.3K +576 New
CLOS
809
Compagnie Lombard Odier SCmA
Switzerland
$42K +$42K +558 New
SWM
810
Spire Wealth Management
Virginia
$41K +$4.96K +66 +14%
AFS
811
Annapolis Financial Services
Maryland
$40.2K
SWM
812
Sugarloaf Wealth Management
Georgia
$39.3K
PP
813
Pacifica Partners
Canada
$38.9K
WT
814
Washington Trust
Rhode Island
$37.3K -$18.8K -250 -33%
AIM
815
Anchor Investment Management
South Carolina
$37.3K
CHA
816
Carmichael Hill & Associates
Maryland
$37.3K
FP
817
Financial Perspectives
Minnesota
$37.3K
HNWAG
818
High Net Worth Advisory Group
Florida
$37.3K
CT
819
Colonial Trust
South Carolina
$37.3K +$37.6K +500 New
SC
820
Seldon Capital
California
$36.5K
CCA
821
Column Capital Advisors
Indiana
$35.2K
Dimensional Fund Advisors
822
Dimensional Fund Advisors
Texas
$34.6K +$414K +5,500 +1%
NFSG
823
Newbridge Financial Services Group
Florida
$34.5K
Kayne Anderson Rudnick Investment Management
824
Kayne Anderson Rudnick Investment Management
California
$32.4K
ME
825
McIlrath & Eck
Washington
$30K

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.