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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
CMP
851
Coston McIsaac & Partners
Maine
$6K
HH
852
HWG Holdings
Texas
$5.98K +$5.84K +74 New
MAWCM
853
Mine & Arao Wealth Creation & Management
California
$5.98K +$5.84K +74 New
VCM
854
Versant Capital Management
Arizona
$5.74K
TJHA
855
Thomas J. Herzfeld Advisors
Florida
$5.74K +$5.61K +71 New
LFG
856
Larson Financial Group
Missouri
$5.49K
CA
857
Crewe Advisors
Utah
$5.01K -$53.2K -674 -92%
LCM
858
Logan Capital Management
Pennsylvania
$4.44K
BWL
859
Bogart Wealth LLC
Virginia
$4.28K
CA
860
Centerpoint Advisors
Massachusetts
$4K
RFA
861
Register Financial Advisors
Georgia
$3.82K
YAL
862
Your Advocates Ltd
Texas
$3.63K
BWM
863
Baystate Wealth Management
Massachusetts
$3.32K
CAM
864
Costello Asset Management
Pennsylvania
$3.23K -$868 -11 -22%
OLVIG
865
Oliver Lagore Vanvalin Investment Group
Michigan
$3.07K
GI
866
Gradient Investments
Minnesota
$2.91K -$28.1K -356 -91%
DIP
867
DT Investment Partners
Pennsylvania
$2.52K
TCA
868
Trifecta Capital Advisors
Illinois
$2.26K
CFFP
869
Center for Financial Planning
Michigan
$2.18K
AWM
870
Abound Wealth Management
Tennessee
$2.1K +$2.05K +26 New
IRC
871
Investors Research Corp
Georgia
$2.1K
LSA
872
Leonteq Securities AG
Switzerland
$2.02K +$1.97K +25 New
AWM
873
Atticus Wealth Management
Florida
$1.86K +$1.82K +23 New
RG
874
Retirement Group
California
$1.61K
JFA
875
JNBA Financial Advisors
Minnesota
$1.21K +$1.18K +15 New

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.