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Canadian Pacific Kansas City

965 hedge funds and large institutions have $59.4B invested in Canadian Pacific Kansas City in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 326 increasing their positions, 319 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $102M | Put options by funds: $41.7M

41% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 82

11% more capital invested

Capital invested by funds: $53.8B → $59.4B (+$5.66B)

2% more funds holding

Funds holding: 946965 (+19)

2% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 319

0% more funds holding in top 10

Funds holding in top 10: 4949 (0)

0.63% less ownership

Funds ownership: 72.74%72.12% (-0.63%)

Holders
965
Holders Change
+19
Holders Change %
+2.01%
% of All Funds
13.9%
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.71%
New
116
Increased
326
Reduced
319
Closed
82
Calls
$102M
Puts
$41.7M
Net Calls
+$60.5M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
226
Baird Financial Group
Wisconsin
$9.24M +$663K +7,893 +8%
LKIM
227
Lawson Kroeker Investment Management
Nebraska
$8.84M -$38.8K -462 -0.5%
BCP
228
Bluegrass Capital Partners
Florida
$8.82M -$1.43M -17,000 -15%
LIM
229
Lingotto Investment Management
United Kingdom
$8.75M +$8.33M +99,293 New
Verition Fund Management
230
Verition Fund Management
Connecticut
$8.73M +$6.14M +73,135 +282%
ECM
231
Estabrook Capital Management
New York
$8.67M
FT
232
Fiduciary Trust
Massachusetts
$8.48M -$212K -2,529 -3%
GIM
233
Gold Investment Management
Alberta, Canada
$8.32M +$22.8K +272 +0.3%
SI
234
Scharf Investments
California
$8.31M -$91.1M -1,084,771 -92%
TAM
235
Trillium Asset Management
Massachusetts
$8.25M +$36.7K +437 +0.5%
William Blair & Company
236
William Blair & Company
Illinois
$8.15M -$171K -2,043 -2%
O
237
Ossiam
France
$8.14M -$702K -8,368 -8%
KJHP
238
K.J. Harrison & Partners
Ontario, Canada
$7.99M +$48.1K +573 +0.6%
Truist Financial
239
Truist Financial
North Carolina
$7.98M -$2.95M -35,114 -28%
KCM
240
Kornitzer Capital Management
Kansas
$7.89M -$18.6K -221 -0.2%
BCM
241
Barometer Capital Management
Ontario, Canada
$7.86M +$6.11M +72,790 New
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$7.72M -$764K -9,102 -9%
AP
243
Appleton Partners
Massachusetts
$7.69M -$116K -1,386 -2%
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$7.12M +$2.02M +24,063 +42%
SG Americas Securities
245
SG Americas Securities
New York
$7.07M -$1.35M -16,060 -17%
OCAM
246
Onex Canada Asset Management
Ontario, Canada
$7.04M -$1.47M -17,560 -18%
FFAM
247
Forge First Asset Management
Canada
$7.02M -$8.34M -99,400 -56%
LSWM
248
Lorne Steinberg Wealth Management
Canada
$7.01M +$115K +1,374 +2%
CCB
249
Country Club Bank
Missouri
$7.01M +$413K +4,926 +7%
MGWM
250
Marks Group Wealth Management
Minnesota
$6.93M +$539K +6,423 +9%

CP Hedge Fund Activity: Q1 2024 in Review

965 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2024, worth a combined $59.4B — up 11% from $53.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new CP positions and 82 closed out — a net gain of 34 holders — while 326 added to existing stakes and 319 trimmed.

The largest buyer was DZ Bank, adding an estimated $347M. The largest seller was Morgan Stanley, cutting an estimated $297M.

  • 965 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2024, up from 946 in Q4 2023.
  • Funds reported $59.4B of Canadian Pacific Kansas City stock for Q1 2024, up 11% quarter-over-quarter.
  • 116 funds opened new Canadian Pacific Kansas City positions in Q1 2024 and 82 closed out, a net change of +34 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2024 was DZ Bank, an estimated $347M added.
  • The largest Canadian Pacific Kansas City seller in Q1 2024 was Morgan Stanley, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2024.