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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
AT
926
Arden Trust
Delaware
-$473K -5,848 Closed
CDH
927
Charles D. Hyman
-$423K -5,240 Closed
QIM
928
Quantitative Investment Management
Virginia
-$383K -4,746 Closed
PTC
929
Petrus Trust Company
Texas
-$361K -4,470 Closed
KIA
930
KCM Investment Advisors
California
-$324K -4,013 Closed
KWM
931
Kolinsky Wealth Management
New Jersey
-$249K -3,136 Closed
AF
932
Aldebaran Financial
-$253K -3,134 Closed
EI
933
Ethic Inc
New York
-$250K -3,094 Closed
BPWM
934
Badgley Phelps Wealth Managers
Washington
-$227K -2,815 Closed
CWP
935
Capital Wealth Planning
Florida
-$223K -2,756 Closed
BP
936
BBR Partners
New York
-$216K -2,679 Closed
LA
937
LVW Advisors
New York
-$215K -2,661 Closed
BMM
938
Buffington Mohr McNeal
Idaho
-$214K -2,650 Closed
RIL
939
Rothschild Investment LLC
Illinois
-$214K -2,650 Closed
PA
940
Probity Advisors
Texas
-$214K -2,648 Closed
ESB
941
Essex Savings Bank
Connecticut
-$212K -2,625 Closed
CG
942
Corundum Group
Colorado
-$212K -2,622 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
943
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$211K -2,609 Closed
LFM
944
LGT Fund Management
Liechtenstein
-$210K -2,600 Closed
BFO
945
Boston Family Office
Massachusetts
-$210K -2,588 Closed
FNBOH
946
First National Bank of Hutchinson
Kansas
-$205K -2,543 Closed
OWP
947
Obermeyer Wealth Partners
Colorado
-$205K -2,543 Closed
OPTFSNA
948
Old Point Trust & Financial Services N A
Virginia
-$202K -2,500 Closed
P
949
&Partners
Tennessee
-$202K -2,500 Closed
VT
950
Vise Technologies
New York
-$201K -2,493 Closed

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.