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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
TCI Fund Management
1
TCI Fund Management
United Kingdom
$4.15B
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.93B -$12M -151,521 -0.3%
WCM Investment Management
3
WCM Investment Management
California
$2.84B +$541M +6,819,305 +22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.51B +$38.3M +483,138 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.3B +$43.9M +553,163 +2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.73B -$235M -2,958,502 -11%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.6B -$27.6M -347,355 -2%
Capital World Investors
8
Capital World Investors
California
$1.55B +$10.7M +135,219 +0.7%
ECU
9
Egerton Capital (UK)
United Kingdom
$1.23B -$54.8M -690,917 -4%
PSCM
10
Pershing Square Capital Management
New York
$1.12B
Fidelity International
11
Fidelity International
Bermuda
$1.08B -$653M -8,228,938 -36%
TD Asset Management
12
TD Asset Management
Ontario, Canada
$1.07B -$5.7M -71,837 -0.5%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$997M -$6.62M -83,490 -0.6%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$984M -$110M -1,382,145 -9%
VAM
15
Veritas Asset Management
United Kingdom
$982M -$8.93M -112,565 -0.8%
Norges Bank
16
Norges Bank
Norway
$981M -$148M -1,869,195 -12%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$858M -$159M -2,004,996 -15%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$803M -$82.9M -1,045,550 -9%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$711M +$6.86M +86,525 +0.9%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$617M +$2.88M +36,287 +0.4%
SGA
21
Sustainable Growth Advisers
Connecticut
$584M +$375M +4,726,098 +151%
Artisan Partners
22
Artisan Partners
Wisconsin
$557M +$188M +2,365,744 +46%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$510M -$8.11M -102,211 -1%
Legal & General Group
24
Legal & General Group
United Kingdom
$481M +$511M +6,445,694 New
JP Morgan Chase
25
JP Morgan Chase
New York
$450M +$33.6M +423,023 +8%

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.