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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
HBW
876
Hazlett, Burt & Watson
West Virginia
$1K +$474 +6 +60%
TWD
877
True Wealth Design
Ohio
$808
GFPC
878
Global Financial Private Client
Florida
$653
NSIM
879
North Star Investment Management
Illinois
$646
UFF
880
USA Financial Formulas
Michigan
$404
CTWM
881
Cherry Tree Wealth Management
Minnesota
$404 +$395 +5 New
PA
882
PSI Advisors
Florida
$162
Legal & General Group
883
Legal & General Group
United Kingdom
-$469M -6,093,872 Closed
SI
884
Scharf Investments
California
-$83.8M -1,089,333 Closed
Renaissance Technologies
885
Renaissance Technologies
New York
-$38.3M -498,460 Closed
Canada Life
886
Canada Life
Manitoba, Canada
-$26.4M -343,768 Closed
WBC
887
Westpac Banking Corp
Australia
-$21.9M -256,243 Closed
JMPWA
888
JP Morgan Private Wealth Advisors
California
-$17.5M -227,548 Closed
UB
889
UMB Bank
Missouri
-$13.4M -174,453 Closed
IAIM
890
Industrial Alliance Investment Management
Quebec, Canada
-$12.1M -157,190 Closed
CSS
891
Cubist Systematic Strategies
Connecticut
-$11.6M -150,457 Closed
CSCSIM
892
Clear Sky Carbon Solutions Investment Management
Texas
-$11.2M -145,000 Closed
EN1L
893
Engine No 1 LLC
California
-$9.97M -129,537 Closed
DKCM
894
Davidson Kempner Capital Management
New York
-$8.85M -115,000 Closed
QC
895
Quadrature Capital
United Kingdom
-$8.33M -108,300 Closed
AIM
896
Artemis Investment Management
United Kingdom
-$7.87M -102,500 Closed
CG
897
Carmignac Gestion
France
-$7.68M -99,844 Closed
Janney Montgomery Scott
898
Janney Montgomery Scott
Pennsylvania
-$7.66M -99,524 Closed
Squarepoint
899
Squarepoint
New York
-$7.28M -92,215 Closed
RC
900
RDST Capital
Washington
-$6.52M -84,790 Closed

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.