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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
Macquarie Group
826
Macquarie Group
Australia
$15K -$623K -7,887 -98%
HF
827
Halpern Financial
Virginia
$14.9K
IFAM
828
Institutional & Family Asset Management
Colorado
$14.8K +$9K +114 +165%
AA
829
Addison Advisors
Vermont
$14.4K
EL
830
EMFO LLC
Florida
$14.4K
SWA
831
Sutton Wealth Advisors
Florida
$14.1K -$474 -6 -3%
PK
832
Pflug Koory
Nebraska
$13.3K +$13K +165 New
SHIM
833
Stone House Investment Management
Pennsylvania
$12.8K
KHC
834
Koesten Hirschmann & Crabtree
Kansas
$11.6K +$11.4K +144 New
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$11.5K
ETC
836
Exchange Traded Concepts
Oklahoma
$11.3K +$474 +6 +4%
SSB
837
Sandy Spring Bank
Maryland
$11.1K +$10.8K +137 New
RFG
838
RFP Financial Group
Georgia
$10.9K
JWA
839
JFS Wealth Advisors
Pennsylvania
$10.7K +$10.4K +132 New
CAM
840
Chesapeake Asset Management
New York
$10K
CAL
841
Capital Analysts LLC
Pennsylvania
$10K -$8.69K -110 -46%
EARNEST Partners
842
EARNEST Partners
Georgia
$9.45K
BIA
843
Bell Investment Advisors
California
$8.88K +$1.03K +13 +13%
FCA
844
FinTrust Capital Advisors
South Carolina
$8.8K +$9.32K +118 New
SWM
845
Spire Wealth Management
Virginia
$8.08K -$37.3K -472 -83%
MSFP
846
Mark Sheptoff Financial Planning
Connecticut
$8.08K +$7.89K +100 New
RTL
847
Red Tortoise LLC
Georgia
$7.67K
AF
848
Advisornet Financial
Minnesota
$7.59K
CFD
849
Creative Financial Designs
Indiana
$6.87K +$3.16K +40 +89%
IGWM
850
ICA Group Wealth Management
Colorado
$6.06K -$7.89K -100 -57%

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.