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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
LFG
876
Larson Financial Group
Missouri
$5.07K
FCB
877
First Command Bank
Texas
$5K
FCFS
878
First Command Financial Services
Texas
$5K
GBT
879
Grove Bank & Trust
Florida
$5K +$5.34K +71 New
SC
880
Schubert & Co
Texas
$4.1K -$451 -6 -10%
LCM
881
Logan Capital Management
Pennsylvania
$4.1K
CA
882
Centerpoint Advisors
Massachusetts
$4K
CAM
883
Costello Asset Management
Pennsylvania
$3.8K -$5.64K -75 -60%
RFA
884
Register Financial Advisors
Georgia
$3.53K +$3.54K +47 New
CWP
885
Concord Wealth Partners
Virginia
$3.38K +$3.38K +45 New
CFD
886
Creative Financial Designs
Indiana
$3.36K
YAL
887
Your Advocates Ltd
Texas
$3.36K
PCM
888
Penserra Capital Management
California
$3K +$3.76K +50 New
CFFP
889
Center for Financial Planning
Michigan
$2.61K
DIP
890
DT Investment Partners
Pennsylvania
$2.31K
AF
891
Advisornet Financial
Minnesota
$2.24K
MSCM
892
McElhenny Sheffield Capital Management
Texas
$2.24K +$2.26K +30 New
TCA
893
Trifecta Capital Advisors
Illinois
$2.09K +$2.11K +28 New
TAIM
894
TD Ameritrade Investment Management
Nebraska
$2K -$2.56K -34 -57%
IRC
895
Investors Research Corp
Georgia
$1.94K
MPCL
896
My Personal CFO LLC
Washington
$1.49K +$1.5K +20 New
OLVIG
897
Oliver Lagore Vanvalin Investment Group
Michigan
$1.34K
BCMLT
898
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K +$1.05K +14 New
BWL
899
Bogart Wealth LLC
Virginia
$1.04K +$1.05K +14 New
BWM
900
Baystate Wealth Management
Massachusetts
$1K

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.