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Canadian Pacific Kansas City
CP

946 hedge funds and large institutions have $53.8B invested in Canadian Pacific Kansas City in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 300 increasing their positions, 333 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 72

5% more funds holding

Funds holding: 901 → 946 (+45)

5% more capital invested

Capital invested by funds: $51.2B → $53.8B (+$2.56B)

0% more funds holding in top 10

Funds holding in top 10: 49 → 49 (0)

0.82% less ownership

Funds ownership: 73.57% → 72.74% (-0.82%)

9% less call options, than puts

Call options by funds: $82.3M | Put options by funds: $90.5M

10% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 333

Holders
946
Holders Change
+45
Holders Change %
+4.99%
% of All Funds
13.79%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
131
Increased
300
Reduced
333
Closed
72
Calls
$82.3M
Puts
$90.5M
Net Calls
-$8.26M
Net Calls Change
-$59.9M

Top Buyers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
+$500M
2
Morgan Stanley
Morgan Stanley
New York
+$313M
3
DZ Bank
DZ Bank
Germany
+$278M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$210M
5
MG
Meritage Group
California
+$192M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$417M
2
Capital World Investors
Capital World Investors
California
-$412M
3
ECU
Egerton Capital (UK)
United Kingdom
-$374M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$332M
5
Parnassus Investments
Parnassus Investments
California
-$232M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
926
Bogart Wealth LLC
Virginia
$4.19K – – –
CWC
927
Carolinas Wealth Consulting
North Carolina
$4.09K +$439 +6 +13%
W
928
WealthCollab
Washington
$4.03K +$3.73K +51 New
YAL
929
Your Advocates Ltd
Texas
$3.56K – – –
FFA
930
Frazier Financial Advisors
Ohio
$3.48K +$3.22K +44 New
BGAI
931
Bruce G. Allen Investments
Colorado
$3.08K +$2.85K +39 New
OLVIG
932
Oliver Lagore Vanvalin Investment Group
Michigan
$3K – – –
GI
933
Gradient Investments
Minnesota
$2.85K – – –
DIP
934
DT Investment Partners
Pennsylvania
$2.46K – – –
TCA
935
Trifecta Capital Advisors
Illinois
$2.21K – – –
AWM
936
Abound Wealth Management
Tennessee
$2.06K – – –
IRC
937
Investors Research Corp
Georgia
$2.06K – – –
RG
938
Retirement Group
California
$1.58K – – –
JFA
939
JNBA Financial Advisors
Minnesota
$1.19K – – –
LSA
940
Leonteq Securities AG
Switzerland
$1.03K -$31.9K -436 -97%
BWM
941
Baystate Wealth Management
Massachusetts
$802 – – –
TWD
942
True Wealth Design
Ohio
$791 – – –
GFPC
943
Global Financial Private Client
Florida
$632 – – –
VAMG
944
Voisard Asset Management Group
Michigan
$475 +$439 +6 New
SSB
945
Sandy Spring Bank
Maryland
$317 – – –
PA
946
PSI Advisors
Florida
$158 – – –
FGAM
947
Financial Gravity Asset Management
Texas
$96 +$73 +1 +100%
JFGIW
948
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65 – – –
OAC
949
OMERS Administration Corp
Ontario, Canada
– -$153M -2,042,886 Closed
ESCM
950
Echo Street Capital Management
New York
– -$90.3M -1,214,920 Closed
36 37
38
39 40

CP Hedge Fund Activity: Q4 2023 in Review

946 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2023, worth a combined $53.8B — up 5% from $51.2B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new CP positions and 72 closed out — a net gain of 59 holders — while 300 added to existing stakes and 333 trimmed.

The largest buyer was TD Asset Management, adding an estimated $500M. The largest seller was Fidelity International, cutting an estimated $417M.

  • 946 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2023, up from 901 in Q3 2023.
  • Funds reported $53.8B of Canadian Pacific Kansas City stock for Q4 2023, up 5% quarter-over-quarter.
  • 131 funds opened new Canadian Pacific Kansas City positions in Q4 2023 and 72 closed out, a net change of +59 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2023 was TD Asset Management, an estimated $500M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2023 was Fidelity International, an estimated $417M sold.

Based on aggregated 13F filings for Q4 2023.