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Canadian Pacific Kansas City

901 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 316 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $131M | Put options by funds: $79.7M

42% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 284

2% more funds holding

Funds holding: 881901 (+20)

2.07% more ownership

Funds ownership: 71.5%73.57% (+2.1%)

5% less capital invested

Capital invested by funds: $53.9B → $51.2B (-$2.69B)

13% less funds holding in top 10

Funds holding in top 10: 5649 (-7)

Holders
901
Holders Change
+20
Holders Change %
+2.27%
% of All Funds
14.3%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
316
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
876
HWG Holdings
Texas
$5.51K
TJHA
877
Thomas J. Herzfeld Advisors
Florida
$5.28K
VCM
878
Versant Capital Management
Arizona
$5.28K
PCM
879
Penserra Capital Management
California
$5K -$217K -2,731 -97%
LCM
880
Logan Capital Management
Pennsylvania
$4.09K
CA
881
Centerpoint Advisors
Massachusetts
$4K
BWL
882
Bogart Wealth LLC
Virginia
$3.94K
YAL
883
Your Advocates Ltd
Texas
$3.35K
CWC
884
Carolinas Wealth Consulting
North Carolina
$3.26K -$20.9K -263 -85%
OLVIG
885
Oliver Lagore Vanvalin Investment Group
Michigan
$2.83K
GI
886
Gradient Investments
Minnesota
$2.68K
DIP
887
DT Investment Partners
Pennsylvania
$2.32K
TCA
888
Trifecta Capital Advisors
Illinois
$2.08K
AFG
889
Albion Financial Group
Utah
$2.08K +$2.22K +28 New
AWM
890
Abound Wealth Management
Tennessee
$1.94K
IRC
891
Investors Research Corp
Georgia
$1.94K
RG
892
Retirement Group
California
$1.49K
PCTC
893
Perkins Coie Trust Company
Washington
$1.34K +$1.43K +18 New
JFA
894
JNBA Financial Advisors
Minnesota
$1.12K
BWM
895
Baystate Wealth Management
Massachusetts
$754 -$2.46K -31 -76%
TWD
896
True Wealth Design
Ohio
$745
NSIM
897
North Star Investment Management
Illinois
$595
GFPC
898
Global Financial Private Client
Florida
$583
CTWM
899
Cherry Tree Wealth Management
Minnesota
$373
UFF
900
USA Financial Formulas
Michigan
$372

CP Hedge Fund Activity: Q3 2023 in Review

901 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2023, worth a combined $51.2B — down 5% from $53.9B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CP positions and 67 closed out — a net gain of 28 holders — while 316 added to existing stakes and 284 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $541M. The largest seller was Fidelity International, cutting an estimated $653M.

  • 901 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2023, up from 881 in Q2 2023.
  • Funds reported $51.2B of Canadian Pacific Kansas City stock for Q3 2023, down 5% quarter-over-quarter.
  • 95 funds opened new Canadian Pacific Kansas City positions in Q3 2023 and 67 closed out, a net change of +28 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2023 was WCM Investment Management, an estimated $541M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2023 was Fidelity International, an estimated $653M sold.

Based on aggregated 13F filings for Q3 2023.