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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
M
826
MOTCO
Texas
$31K
Sands Capital Management
827
Sands Capital Management
Virginia
$30.7K +$32.8K +413 New
EDRH
828
Edmond de Rothschild Holding
Switzerland
$30.1K
ME
829
McIlrath & Eck
Washington
$29.9K
CAC
830
Core Alternative Capital
Georgia
$29K +$30.9K +390 New
NFSG
831
Newbridge Financial Services Group
Florida
$28.8K -$6.03K -76 -16%
LOIP
832
Live Oak Investment Partners
Texas
$28.1K
EBA
833
Eagle Bay Advisors
New York
$27.9K
OAJ
834
Ogorek Anthony Joseph
New York
$27K
AW
835
Avion Wealth
Texas
$26K
TFA
836
Toth Financial Advisory
Virginia
$25.7K +$3.41K +43 +14%
SCA
837
Stonebridge Capital Advisors
Minnesota
$23.8K -$1.59K -20 -6%
SVCP
838
Silicon Valley Capital Partners
California
$23.2K
WT
839
Washington Trust
Rhode Island
$22.3K +$23.8K +300 New
PBK
840
Peoples Bank (Kansas)
Kansas
$21.4K +$22.8K +288 New
HCP
841
Hexagon Capital Partners
Arkansas
$21K +$4.28K +54 +24%
WIM
842
Westside Investment Management
California
$20.6K
HGERS
843
Householder Group Estate & Retirement Specialist
Arizona
$19.8K +$21.1K +266 New
GBT
844
Grove Bank & Trust
Florida
$18.1K +$19.3K +243 New
ST
845
Smithfield Trust
Pennsylvania
$18K
RMC
846
Resources Management Corp
Connecticut
$17K -$1.98K -25 -10%
CBT
847
Central Bank & Trust
Kentucky
$15.7K
EWA
848
EverSource Wealth Advisors
Alabama
$15.3K -$5.95K -75 -27%
SC
849
SouthState Corp
Florida
$14.9K +$15.9K +200 New
SS
850
Sunbelt Securities
Texas
$14K

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.