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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
BONST
151
Bank of Nova Scotia Trust
Ontario, Canada
$21.7M -$228K -2,880 -1%
BC
152
Bartlett & Co
Ohio
$21.6M -$457K -5,756 -2%
JGC
153
J. Goldman & Co
New York
$21.6M -$5.96M -75,109 -21%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$21.6M -$457K -5,756 -2%
YL
155
YCG LLC
Texas
$20.9M +$6.65M +83,777 +42%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$20.6M +$3.48M +43,922 +19%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$20.3M +$678K +8,552 +3%
LPL Financial
158
LPL Financial
California
$20.3M -$1.43M -18,012 -6%
BCM
159
Bornite Capital Management
New York
$19.7M -$3.97M -50,000 -16%
UIM
160
USS Investment Management
United Kingdom
$18.1M +$130K +1,641 +0.7%
QI
161
QV Investors
Alberta, Canada
$18.1M -$45.2K -570 -0.2%
GT
162
Greenleaf Trust
Michigan
$17.9M +$45.1K +569 +0.2%
CI
163
Capital International
California
$17.2M -$103K -1,302 -0.6%
CIS
164
Capital International Sarl
California
$17.1M +$1.29M +16,211 +8%
WPI
165
Walter Public Investments
Canada
$17.1M +$4.05M +51,027 +29%
DMIC
166
Dixon Mitchell Investment Counsel
British Columbia, Canada
$17M -$55.4K -698 -0.3%
1CP
167
11 Capital Partners
Connecticut
$17M +$1.74M +21,965 +11%
GU
168
Georgetown University
District of Columbia
$17M +$32K +403 +0.2%
JMPWA
169
JP Morgan Private Wealth Advisors
California
$16M +$17M +213,804 New
PIC
170
PCJ Investment Counsel
Ontario, Canada
$15.9M -$3.08M -38,840 -15%
IMPI
171
Ilmarinen Mutual Pension Insurance
Finland
$15.6M
OCAM
172
Onex Canada Asset Management
Ontario, Canada
$15.6M -$6.12M -77,128 -27%
Creative Planning
173
Creative Planning
Kansas
$15.5M +$646K +8,144 +4%
Osaic Holdings
174
Osaic Holdings
Arizona
$15.4M +$5.01M +63,147 +44%
CK
175
Cohen Klingenstein
New York
$15.2M -$388K -4,894 -2%

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.