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Canadian Pacific Kansas City

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: 901946 (+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: 4949 (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
Name Holding Trade Value Shares
Change
Change in
Stake
TCI Fund Management
1
TCI Fund Management
United Kingdom
$4.39B -$25.3M -346,000 -0.6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.11B -$63.7M -870,110 -2%
WCM Investment Management
3
WCM Investment Management
California
$2.78B -$219M -2,986,915 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.71B +$42.8M +585,049 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.21B -$222M -3,035,413 -10%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$1.68B +$500M +6,835,271 +48%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.58B -$12.1M -165,336 -0.8%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.48B -$332M -4,539,498 -20%
Capital World Investors
9
Capital World Investors
California
$1.2B -$412M -5,621,781 -27%
PSCM
10
Pershing Square Capital Management
New York
$1.19B
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$1.12B +$57.7M +787,608 +6%
VAM
12
Veritas Asset Management
United Kingdom
$1.06B +$17.8M +243,210 +2%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$1.06B -$2.53M -34,534 -0.3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.03B +$161M +2,201,162 +20%
Norges Bank
15
Norges Bank
Norway
$980M -$58.9M -805,095 -6%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$949M +$37.1M +507,177 +4%
ECU
17
Egerton Capital (UK)
United Kingdom
$901M -$374M -5,113,559 -31%
SGA
18
Sustainable Growth Advisers
Connecticut
$798M +$165M +2,249,452 +29%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$757M +$37.3K +510 +0%
Fidelity International
20
Fidelity International
Bermuda
$695M -$417M -5,700,740 -39%
Morgan Stanley
21
Morgan Stanley
New York
$678M +$313M +4,281,039 +100%
JP Morgan Chase
22
JP Morgan Chase
New York
$672M +$179M +2,446,141 +40%
ClearBridge Investments
23
ClearBridge Investments
New York
$599M +$148M +2,018,375 +36%
Bank of Nova Scotia
24
Bank of Nova Scotia
Ontario, Canada
$593M -$59.5M -813,056 -10%
Legal & General Group
25
Legal & General Group
United Kingdom
$579M +$61.6M +841,457 +13%

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.