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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
EHC
251
Everett Harris & Co
California
$6.83M -$59.2K -705 -0.9%
BPA
252
Beacon Pointe Advisors
California
$6.73M -$39.1K -466 -0.6%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$6.6M +$84.9K +1,012 +1%
RCM
254
Ravenstone Capital Management
$6.57M +$86.5K +1,030 +1%
Cerity Partners
255
Cerity Partners
New York
$6.35M +$2.84M +33,790 +87%
CIA
256
Choate Investment Advisors
Massachusetts
$6.35M +$1.18M +14,037 +24%
MVIP
257
Mar Vista Investment Partners
California
$6.31M +$600K +7,144 +11%
OAM
258
Oppenheimer Asset Management
New York
$6.27M +$859K +10,234 +17%
CGH
259
Crossmark Global Holdings
Texas
$6.11M +$109K +1,303 +2%
Asset Management One
260
Asset Management One
Japan
$6M
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$5.95M -$223K -2,660 -4%
TGCMU
262
Titan Global Capital Management USA
New York
$5.89M -$276K -3,288 -5%
SIA
263
SkyView Investment Advisors
New Jersey
$5.79M +$669K +7,968 +14%
JAM
264
JCIC Asset Management
Ontario, Canada
$5.71M -$89.4K -1,065 -2%
Ensign Peak Advisors
265
Ensign Peak Advisors
Utah
$5.66M
ACM
266
Atika Capital Management
New York
$5.55M +$5.29M +63,000 New
SIM
267
Sterling Investment Management
Arizona
$5.51M -$93K -1,108 -2%
SBWIC
268
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.5M +$181K +2,158 +4%
Commonwealth Equity Services
269
Commonwealth Equity Services
Massachusetts
$5.43M +$197K +2,342 +4%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$5.34M -$1.75M -20,856 -26%
JFL
271
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.3M -$2.49M -29,616 -33%
PGDP
272
Pragma Gestao de Patrimonio
Brazil
$5.29M -$1.51M -18,000 -23%
PL
273
Parkwood LLC
Ohio
$5.22M +$4.97M +59,211 New
MCG
274
McCollum Christoferson Group
New York
$5.22M +$228K +2,720 +5%
JA
275
JLB & Associates
Michigan
$5.13M +$496K +5,906 +17%

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.