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Canadian Pacific Kansas City
CP

837 hedge funds and large institutions have $50.9B invested in Canadian Pacific Kansas City in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 275 increasing their positions, 301 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $170M | Put options by funds: $155M

1% less capital invested

Capital invested by funds: $51.4B → $50.9B (-$498M)

9% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 301

3.56% less ownership

Funds ownership: 73.72% → 70.17% (-3.6%)

8% less funds holding

Funds holding: 909 → 837 (-72)

18% less funds holding in top 10

Funds holding in top 10: 55 → 45 (-10)

41% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 134

Holders
837
Holders Change
-72
Holders Change %
-7.92%
% of All Funds
13.34%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.72%
New
79
Increased
275
Reduced
301
Closed
134
Calls
$170M
Puts
$155M
Net Calls
+$15.3M
Net Calls Change
+$1.93M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$266M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$147M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
4
SGA
Sustainable Growth Advisers
Connecticut
+$123M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$113M

Top Sellers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
-$990M
2
Artisan Partners
Artisan Partners
Wisconsin
-$333M
3
DZ Bank
DZ Bank
Germany
-$328M
4
AIM
Allen Investment Management
New York
-$298M
5
Capital World Investors
Capital World Investors
California
-$287M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
801
Red Tortoise LLC
Georgia
$7.31K – – –
AF
802
Advisornet Financial
Minnesota
$7.23K +$4.94K +64 +213%
SSC
803
Syverson Strege & Co
Iowa
$6.69K +$6.72K +87 New
CMP
804
Coston McIsaac & Partners
Maine
$6K – – –
HGERS
805
Householder Group Estate & Retirement Specialist
Arizona
$6K +$5.79K +75 +1,500%
HCM
806
Hollencrest Capital Management
California
$5.92K – – –
VCM
807
Versant Capital Management
Arizona
$5.46K – – –
IFAM
808
Institutional & Family Asset Management
Colorado
$5.31K – – –
LFG
809
Larson Financial Group
Missouri
$5.23K – – –
AC
810
AMS Capital
Brazil
$4.24K -$466K -6,036 -10%
SC
811
Schubert & Co
Texas
$4.23K – – –
LCM
812
Logan Capital Management
Pennsylvania
$4.23K – – –
BWL
813
Bogart Wealth LLC
Virginia
$4.08K +$3.01K +39 +279%
CA
814
Centerpoint Advisors
Massachusetts
$4K – – –
CAM
815
Costello Asset Management
Pennsylvania
$3.92K – – –
Commonwealth Equity Services
816
Commonwealth Equity Services
Massachusetts
$3.86K +$525K +6,802 +16%
RFA
817
Register Financial Advisors
Georgia
$3.64K – – –
CFD
818
Creative Financial Designs
Indiana
$3.46K – – –
YAL
819
Your Advocates Ltd
Texas
$3.46K – – –
BWM
820
Baystate Wealth Management
Massachusetts
$3.16K +$2.39K +31 +310%
MFT
821
Moisand Fitzgerald Tamayo
Florida
$3.08K +$3.09K +40 New
OLVIG
822
Oliver Lagore Vanvalin Investment Group
Michigan
$2.92K +$1.54K +20 +111%
DIP
823
DT Investment Partners
Pennsylvania
$2.46K – – –
CIA
824
Cascade Investment Advisors
Oregon
$2.31K +$2.32K +30 New
TCA
825
Trifecta Capital Advisors
Illinois
$2.15K – – –
31 32
33
34 35

CP Hedge Fund Activity: Q1 2023 in Review

837 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2023, worth a combined $50.9B — down 0.97% from $51.4B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of CP and 79 opened new positions — a net loss of 55 holders — while 301 trimmed existing stakes and 275 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $266M. The largest seller was TD Asset Management, exiting entirely with an estimated $990M sold.

  • 837 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2023, down from 909 in Q4 2022.
  • Funds reported $50.9B of Canadian Pacific Kansas City stock for Q1 2023, down 0.97% quarter-over-quarter.
  • 79 funds opened new Canadian Pacific Kansas City positions in Q1 2023 and 134 closed out, a net change of -55 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2023 was T. Rowe Price Associates, an estimated $266M added.
  • The largest Canadian Pacific Kansas City seller in Q1 2023 was TD Asset Management, an estimated $990M sold.

Based on aggregated 13F filings for Q1 2023.