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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
Allianz Asset Management
126
Allianz Asset Management
Germany
$33.2M +$1.06M +13,307 +3%
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$32M -$2.75M -34,724 -7%
NWM
128
Nicola Wealth Management
British Columbia, Canada
$31.4M -$333K -4,200 -1%
Ameriprise
129
Ameriprise
Minnesota
$31M +$22.2M +280,074 +211%
Citigroup
130
Citigroup
New York
$30.8M +$3.49M +44,014 +12%
CFB
131
Cullen/Frost Bankers
Texas
$30.4M -$336K -4,241 -1%
AllianceBernstein
132
AllianceBernstein
Tennessee
$29.3M +$164K +2,065 +0.5%
IIM
133
Intact Investment Management
Quebec, Canada
$29.2M -$12.8M -161,380 -29%
CRM
134
Cramer Rosenthal McGlynn
Connecticut
$29.1M +$1.98M +24,987 +7%
FFA
135
First Foundation Advisors
California
$26.6M -$4.36M -54,907 -13%
VPI
136
Value Partners Investments
Manitoba, Canada
$26.5M -$30.9K -389 -0.1%
Allspring Global Investments
137
Allspring Global Investments
North Carolina
$26.4M +$5.9M +74,360 +26%
Fisher Asset Management
138
Fisher Asset Management
Washington
$26.4M +$235K +2,967 +0.8%
LOAME
139
Lombard Odier Asset Management (Europe)
United Kingdom
$26M +$16.5M +207,644 +146%
CM
140
Cercano Management
Washington
$26M -$16M -201,956 -37%
PA
141
Pinnacle Associates
New York
$25.5M -$828K -10,435 -3%
DPIM
142
Duff & Phelps Investment Management
Illinois
$25.3M -$4.97M -62,600 -16%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$24.5M +$882K +11,125 +4%
MPMG
144
Minneapolis Portfolio Management Group
Minnesota
$24.4M -$1.03M -12,955 -4%
LA
145
LBP AM
France
$24.3M -$674K -8,496 -3%
WCA
146
Waratah Capital Advisors
Ontario, Canada
$22.3M +$21.4M +270,092 +910%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$21.9M +$1.79M +22,567 +8%
New York State Common Retirement Fund
148
New York State Common Retirement Fund
New York
$21.9M
ICG
149
InterOcean Capital Group
Tennessee
$21.9M +$2.77M +34,898 +13%
Two Sigma Investments
150
Two Sigma Investments
New York
$21.8M -$24.7M -311,700 -52%

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.