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Canadian Pacific Kansas City

881 hedge funds and large institutions have $53.9B invested in Canadian Pacific Kansas City in 2023 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 265 increasing their positions, 270 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

24% more funds holding in top 10

Funds holding in top 10: 4556 (+11)

6% more capital invested

Capital invested by funds: $50.9B → $53.9B (+$3.01B)

5% more funds holding

Funds holding: 837881 (+44)

1.33% more ownership

Funds ownership: 70.17%71.5% (+1.3%)

2% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 270

19% less call options, than puts

Call options by funds: $103M | Put options by funds: $127M

Holders
881
Holders Change
+44
Holders Change %
+5.26%
% of All Funds
13.83%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.88%
New
155
Increased
265
Reduced
270
Closed
103
Calls
$103M
Puts
$127M
Net Calls
-$24.3M
Net Calls Change
-$39.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
801
Kayne Anderson Rudnick Investment Management
California
$35.1K
Allianz Asset Management
802
Allianz Asset Management
Germany
$34.9K +$807K +10,221 +2%
M
803
MOTCO
Texas
$33.6K
BWA
804
BDO Wealth Advisors
Florida
$32.6K +$3.4K +43 +12%
ME
805
McIlrath & Eck
Washington
$32.5K +$31.7K +402 New
EDRH
806
Edmond de Rothschild Holding
Switzerland
$32.3K
LOIP
807
Live Oak Investment Partners
Texas
$30.5K
EBA
808
Eagle Bay Advisors
New York
$30.3K
OAJ
809
Ogorek Anthony Joseph
New York
$30K
AW
810
Avion Wealth
Texas
$28K
SCA
811
Stonebridge Capital Advisors
Minnesota
$27.5K
BWM
812
BerganKDV Wealth Management
Minnesota
$26.1K -$1.18K -15 -4%
SVCP
813
Silicon Valley Capital Partners
California
$25.1K +$24.6K +311 New
CWC
814
Carolinas Wealth Consulting
North Carolina
$25K +$24.4K +309 New
TFA
815
Toth Financial Advisory
Virginia
$24.4K
FMP
816
Financial Management Professionals
Texas
$23K +$2.13K +27 +11%
EWA
817
EverSource Wealth Advisors
Alabama
$22.6K +$3.55K +45 +19%
WIM
818
Westside Investment Management
California
$22.3K
FA
819
Fiduciary Alliance
South Carolina
$21.4K +$20.9K +265 New
RMC
820
Resources Management Corp
Connecticut
$20K -$58.4K -740 -75%
ST
821
Smithfield Trust
Pennsylvania
$19K
HCP
822
Hexagon Capital Partners
Arkansas
$18.4K -$7.58K -96 -30%
CBT
823
Central Bank & Trust
Kentucky
$17K -$22K -279 -57%
CPG
824
Cornerstone Planning Group
New Jersey
$16.4K +$16K +203 New
SS
825
Sunbelt Securities
Texas
$15.2K +$3.16K +40 +27%

CP Hedge Fund Activity: Q2 2023 in Review

881 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2023, worth a combined $53.9B — up 5.9% from $50.9B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new CP positions and 103 closed out — a net gain of 52 holders — while 265 added to existing stakes and 270 trimmed.

The largest buyer was TD Asset Management, opening a new position worth an estimated $1.14B. The largest seller was Fidelity International, cutting an estimated $596M.

  • 881 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2023, up from 837 in Q1 2023.
  • Funds reported $53.9B of Canadian Pacific Kansas City stock for Q2 2023, up 5.9% quarter-over-quarter.
  • 155 funds opened new Canadian Pacific Kansas City positions in Q2 2023 and 103 closed out, a net change of +52 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2023 was TD Asset Management, an estimated $1.14B added.
  • The largest Canadian Pacific Kansas City seller in Q2 2023 was Fidelity International, an estimated $596M sold.

Based on aggregated 13F filings for Q2 2023.