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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
PK
851
Pflug Koory
Nebraska
$16K
FMP
852
Financial Management Professionals
Texas
$16K +$3.31K +44 +25%
ONST
853
Old North State Trust
North Carolina
$15K +$15K +200 New
SWA
854
Sutton Wealth Advisors
Florida
$14.3K
HF
855
Halpern Financial
Virginia
$13.8K
AA
856
Addison Advisors
Vermont
$13.3K
EL
857
EMFO LLC
Florida
$13.3K
EARNEST Partners
858
EARNEST Partners
Georgia
$11.8K
JWA
859
JFS Wealth Advisors
Pennsylvania
$10.3K -$3.38K -45 -25%
RFG
860
RFP Financial Group
Georgia
$10.1K +$10.2K +135 New
Optiver Holding
861
Optiver Holding
Netherlands
$10K +$9.63K +128 New
ETC
862
Exchange Traded Concepts
Oklahoma
$9.62K -$5.34K -71 -36%
FCA
863
FinTrust Capital Advisors
South Carolina
$8.8K +$6.09K +81 +219%
IGWM
864
ICA Group Wealth Management
Colorado
$8.8K +$8.88K +118 New
BWM
865
BerganKDV Wealth Management
Minnesota
$8.58K -$5.04K -67 -37%
FGAM
866
Financial Gravity Asset Management
Texas
$8.12K -$85.1K -1,131 -94%
BIA
867
Bell Investment Advisors
California
$7.76K +$6.77K +90 +643%
RTL
868
Red Tortoise LLC
Georgia
$7.09K +$7.15K +95 New
LJHT
869
Laurie J. Hall Trustee
$7K -$4.51K -60 -39%
MWM
870
MinichMacGregor Wealth Management
New York
$5.97K +$6.02K +80 New
HCM
871
Hollencrest Capital Management
California
$5.74K +$5.79K +77 New
VCM
872
Versant Capital Management
Arizona
$5.3K
ZIG
873
Zullo Investment Group
Pennsylvania
$5.3K
TJHA
874
Thomas J. Herzfeld Advisors
Florida
$5.3K +$3.23K +43 +154%
IFAM
875
Institutional & Family Asset Management
Colorado
$5.15K

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.