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Canadian Pacific Kansas City

914 hedge funds and large institutions have $47.3B invested in Canadian Pacific Kansas City in 2021 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 354 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,037% more first-time investments, than exits

New positions opened: 398 | Existing positions closed: 35

289% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 91

100% more funds holding in top 10

Funds holding in top 10: 1836 (+18)

63% more funds holding

Funds holding: 561914 (+353)

38% more capital invested

Capital invested by funds: $34.3B → $47.3B (+$13B)

6.49% less ownership

Funds ownership: 78.27%71.79% (-6.5%)

31% less call options, than puts

Call options by funds: $194M | Put options by funds: $282M

Holders
914
Holders Change
+353
Holders Change %
+62.92%
% of All Funds
14.07%
Holding in Top 10
36
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+100%
% of All Funds
0.55%
New
398
Increased
354
Reduced
91
Closed
35
Calls
$194M
Puts
$282M
Net Calls
-$88.5M
Net Calls Change
-$77.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
876
Centerpoint Advisors
Massachusetts
$4K +$3.87K +53 New
AWA
877
Amplius Wealth Advisors
Pennsylvania
$4K +$4.67K +64 New
CFD
878
Creative Financial Designs
Indiana
$3K -$2.56K -35 -44%
1IA
879
1834 Investment Advisors
Wisconsin
$3K
YAL
880
Your Advocates Ltd
Texas
$3K
CFFP
881
Center for Financial Planning
Michigan
$3K +$2.56K +35 New
TF
882
Tompkins Financial
New York
$3K +$2.56K +35 New
JWA
883
JFS Wealth Advisors
Pennsylvania
$3K +$2.63K +36 New
PWMG
884
Prestige Wealth Management Group
New Jersey
$3K +$2.63K +36 New
FCA
885
FinTrust Capital Advisors
South Carolina
$3K +$2.7K +37 New
CWP
886
Concord Wealth Partners
Virginia
$3K +$3.29K +45 New
LWP
887
Lumature Wealth Partners
Georgia
$3K +$3.36K +46 New
SWA
888
SOA Wealth Advisors
New York
$3K +$3.36K +46 New
CIA
889
Cascade Investment Advisors
Oregon
$2.16K
IFAM
890
Institutional & Family Asset Management
Colorado
$2K
Federated Hermes
891
Federated Hermes
Pennsylvania
$2K +$1.61K +22 New
JWM
892
Janiczek Wealth Management
Colorado
$2K +$1.61K +22 New
GLLW
893
Graves Light Lenhart Wealth
Virginia
$2K +$1.68K +23 New
LWA
894
Lenox Wealth Advisors
New York
$2K +$1.68K +23 New
SC
895
Sierra Capital
Florida
$2K +$1.68K +23 New
BWM
896
Baystate Wealth Management
Massachusetts
$1K
CCC
897
Crescent Capital Consulting
Louisiana
$1K
SCA
898
Stonebridge Capital Advisors
Minnesota
$1K
S
899
Surevest
California
$1K +$584 +8 New
CAM
900
Costello Asset Management
Pennsylvania
$1K +$804 +11 New

CP Hedge Fund Activity: Q4 2021 in Review

914 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2021, worth a combined $47.3B — up 38% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 398 funds opened new CP positions and 35 closed out — a net gain of 363 holders — while 354 added to existing stakes and 91 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $1.05B. The largest seller was Viking Global Investors, exiting entirely with an estimated $224M sold.

  • 914 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2021, up from 561 in Q3 2021.
  • Funds reported $47.3B of Canadian Pacific Kansas City stock for Q4 2021, up 38% quarter-over-quarter.
  • 398 funds opened new Canadian Pacific Kansas City positions in Q4 2021 and 35 closed out, a net change of +363 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2021 was Massachusetts Financial Services, an estimated $1.05B added.
  • The largest Canadian Pacific Kansas City seller in Q4 2021 was Viking Global Investors, an estimated $224M sold.

Based on aggregated 13F filings for Q4 2021.