Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CANADIAN PACIFIC KANSAS CITY (CP)

925 + Investors. Track Smart Money conviction in CP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — CP

Based on 901 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
901 hedge funds hold CP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CP is almost the same as a year ago (-16 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

367 buying494 selling
Last quarter: 494 funds reduced or exited vs 367 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+53 vs last Q)

new funds entering per quarter
Funds opening a new CP position: 96 → 110 → 72 → 125. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
612 out of 901 hedge funds have held CP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~125 new funds/quarter

120 → 96 → 110 → 72 → 125 new funds/Q
New funds entering each quarter: 96 → 110 → 72 → 125. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 925 current holders: 640 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
45 of 901 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CP

How many hedge funds hold CP — quarterly history vs. share price
Quarterly hedge fund ownership of CP vs. share price

Market Analysis: CP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CP

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

81 top-rated funds 14 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: CP
2026 Q1 Stats Unlock in 21 days 925 + Investors

Track Smart Money conviction in CP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 925 910 1.65%
13F Shares 613M 614M -0.21%
Total Value $45.49B $46.73B -2.67%
New Positions 125 74 +51
Increased Positions 270 325 -55
Closed Positions 111 109 +2
Reduced Positions 422 393 +29
Total Calls 15 18 -16.67%
Total Puts 14 16 -12.5%
PUT/CALL Ratio 0.93 0.89 Neutral

Statistics: CP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

925 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CP. Verified SEC 13F-HR filings.

Top 25 institutional holders of CP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OAKLAND FINANCIAL CORP 5.73% 4,614 $363K
2 QV Investors Inc. 4.53% 712,976 $56K
3 Value Partners Investments Inc. 4.33% 722,870 $56.8M
4 Summerhill Capital Management lnc. 3.79% 55,281 $4.3M
5 Cardinal Capital Management, Inc. 3.53% 1,669,924 $131.0M
6 Cutter & CO Brokerage, Inc. 3.19% 191,875 $13.5M
7 KIRR MARBACH & CO LLC /IN/ 2.46% 171,095 $13.5M
8 Canoe Financial LP 2.18% 2,032,478 $159.9M
9 Gold Investment Management Ltd. 2.16% 88,886 $7.0M
10 Addenda Capital Inc. 2.16% 699,650 $76.8M
11 Walter Public Investments Inc. 2.14% 113,672 $8.9M
12 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 2.06% 89,663 $7.1M
13 CIDEL ASSET MANAGEMENT INC 1.70% 398,325 $31.2M
14 Marathon Asset Management Ltd 1.59% 527,024 $41.4M
15 Compass Wealth Management LLC 1.31% 67,513 $5.3M
16 Blue Zone Wealth Advisors, LLC 1.23% 76,960 $6.1M
17 Foster Victor Wealth Advisors, LLC 1.21% 258,238 $21.2M
18 Cherokee Insurance Co 1.14% 38,068 $3.0M
19 Hudson Value Partners, LLC 1.13% 48,390 $3.8M
20 Hamrick Investment Counsel, llc 0.83% 15,147 $1.1M
21 Parrish Capital LLC 0.79% 11,897 $876K
22 K.J. Harrison & Partners Inc 0.77% 59,607 $4.7M
23 Ninety One North America, Inc. 0.75% 214,384 $16.8M
24 STONEBRIDGE CAPITAL MANAGEMENT INC 0.73% 20,299 $1.6M
25 MERIDIAN INVESTMENT COUNSEL INC. 0.70% 37,310 $2.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CANADIAN PACIFIC KANSAS CITY (CP)

What does the Smart Money Trend signal show for CP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CP?

More sellers than buyers — 43% buying: Last quarter: 494 funds reduced or exited vs 367 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CP holders?

Elite ownership — 42% AUM from top-100 funds: 45 of 901 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CP?

68% of holders stayed for 2+ years: 612 out of 901 hedge funds have held CP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.