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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
DCM
951
DGS Capital Management
New Jersey
-$200K -2,481 Closed
CFO
952
CVA Family Office
Colorado
-$167K -2,062 Closed
AP
953
Arlington Partners
Alabama
-$164K -2,025 Closed
QT
954
Quantbot Technologies
New York
-$148K -1,834 Closed
WP
955
WealthPLAN Partners
Nebraska
-$103K -1,281 Closed
RI
956
Ridgewood Investments
New Jersey
-$56.9K -705 Closed
PI
957
PineBridge Investments
New York
-$74.9K -700 Closed
AIM
958
Achmea Investment Management
Netherlands
-$53K -658 Closed
AA
959
AlphaMark Advisors
Kentucky
-$47K -576 Closed
OP
960
ORG Partners
Indiana
-$39.4K -488 Closed
FA
961
Fiduciary Alliance
South Carolina
-$21.4K -265 Closed
MSFP
962
Mark Sheptoff Financial Planning
Connecticut
-$8.08K -100 Closed
SWM
963
Spire Wealth Management
Virginia
-$8.08K -100 Closed
IGWM
964
ICA Group Wealth Management
Colorado
-$6.06K -75 Closed
CA
965
Crewe Advisors
Utah
-$5.01K -62 Closed
RFA
966
Register Financial Advisors
Georgia
-$3.82K -47 Closed
CAM
967
Costello Asset Management
Pennsylvania
-$3.23K -40 Closed
CFFP
968
Center for Financial Planning
Michigan
-$2.18K -27 Closed
AWM
969
Atticus Wealth Management
Florida
-$1.86K -23 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.