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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
EDRH
826
Edmond de Rothschild Holding
Switzerland
$29.8K -$28.2K -375 -48%
HCP
827
Hexagon Capital Partners
Arkansas
$29.6K -$4.21K -56 -12%
RBC
828
Romano Brothers & Co
Illinois
$29.4K +$29.6K +394 New
GI
829
Gradient Investments
Minnesota
$29.2K -$3.54K -47 -11%
EBA
830
Eagle Bay Advisors
New York
$28K -$9.4K -125 -25%
OAJ
831
Ogorek Anthony Joseph
New York
$27K
BWA
832
BDO Wealth Advisors
Florida
$26.9K +$24.4K +325 +929%
FMII
833
Farmers & Merchants Investments Inc
Nebraska
$26.7K
TWA
834
TCI Wealth Advisors
Arizona
$25.7K
SCA
835
Stonebridge Capital Advisors
Minnesota
$25.4K +$22.6K +300 +750%
CWC
836
Carolinas Wealth Consulting
North Carolina
$23.1K
AW
837
Avion Wealth
Texas
$23K
TFA
838
Toth Financial Advisory
Virginia
$22.5K
CPG
839
Cornerstone Planning Group
New Jersey
$22.3K +$21.5K +286 New
RMC
840
Resources Management Corp
Connecticut
$22K
GEA
841
Glen Eagle Advisors
New Jersey
$20.4K -$51.3K -682 -71%
FA
842
Fiduciary Alliance
South Carolina
$19.9K +$20.1K +267 New
PCTC
843
Perkins Coie Trust Company
Washington
$19.4K
CSPAM
844
Cary Street Partners Asset Management
Virginia
$19.3K
HWMA
845
Heritage Wealth Management (Arizona)
Arizona
$18.6K -$4.66K -62 -20%
TFS
846
TrustCore Financial Services
Tennessee
$18.3K
EWA
847
EverSource Wealth Advisors
Alabama
$18.1K -$150 -2 -0.8%
ST
848
Smithfield Trust
Pennsylvania
$18K
CAL
849
Capital Analysts LLC
Pennsylvania
$18K +$7.75K +103 +80%
HT
850
Headlands Technologies
Illinois
$17K +$17.4K +231 New

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.