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Canadian Pacific Kansas City

901 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 316 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $131M | Put options by funds: $79.7M

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 284

2% more funds holding

Funds holding: 881901 (+20)

2.07% more ownership

Funds ownership: 71.5%73.57% (+2.1%)

5% less capital invested

Capital invested by funds: $53.9B → $51.2B (-$2.69B)

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

Holders
901
Holders Change
+20
Holders Change %
+2.27%
% of All Funds
14.3%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
316
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
801
Duncker Streett & Co
Missouri
$53.6K
CHC
802
City Holding Co
West Virginia
$51.2K
AAM
803
Advisors Asset Management
Colorado
$47.3K +$50.4K +635 New
CH
804
Canton Hathaway
Rhode Island
$47K
NRG
805
Nemes Rush Group
Michigan
$46.4K -$1.82K -23 -4%
ZB
806
Zions Bancorporation
Utah
$45.2K +$159 +2 +0.3%
AWM
807
AllSquare Wealth Management
New York
$44.8K
SN
808
Sittner & Nelson
Oregon
$44.8K
TFM
809
TFC Financial Management
Massachusetts
$44.6K
RA
810
Rational Advisors
New York
$44.2K -$1.27K -16 -3%
HDIM
811
Hanson & Doremus Investment Management
Vermont
$43K
VWM
812
Venturi Wealth Management
Texas
$42.9K
PPC
813
Park Place Capital
Alabama
$41.4K -$3.97K -50 -8%
AFS
814
Annapolis Financial Services
Maryland
$41.1K
SWM
815
Sugarloaf Wealth Management
Georgia
$39.2K
AF
816
Advisornet Financial
Minnesota
$38.6K +$33.7K +425 +452%
CT
817
Colonial Trust
South Carolina
$38.6K
AIM
818
Anchor Investment Management
South Carolina
$37.2K
CHA
819
Carmichael Hill & Associates
Maryland
$37.2K
FP
820
Financial Perspectives
Minnesota
$37.2K
CG
821
Cutler Group
California
$36K -$9.2K -116 -19%
CCA
822
Column Capital Advisors
Indiana
$35.1K
LSA
823
Leonteq Securities AG
Switzerland
$33.4K +$33.6K +424 +1,696%
KC
824
Knuff & Co
California
$32.6K -$10.9K -138 -24%
Kayne Anderson Rudnick Investment Management
825
Kayne Anderson Rudnick Investment Management
California
$32.4K

CP Hedge Fund Activity: Q3 2023 in Review

901 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2023, worth a combined $51.2B — down 5% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CP positions and 67 closed out — a net gain of 28 holders — while 316 added to existing stakes and 284 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $541M. The largest seller was Fidelity International, cutting an estimated $653M.

  • 901 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2023, up from 881 in Q2 2023.
  • Funds reported $51.2B of Canadian Pacific Kansas City stock for Q3 2023, down 5% quarter-over-quarter.
  • 95 funds opened new Canadian Pacific Kansas City positions in Q3 2023 and 67 closed out, a net change of +28 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2023 was WCM Investment Management, an estimated $541M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2023 was Fidelity International, an estimated $653M sold.

Based on aggregated 13F filings for Q3 2023.