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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
CWM
276
Compass Wealth Management
Connecticut
$5.02M -$37.9K -451 -0.8%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$5.02M -$262K -3,117 -5%
TG
278
TCW Group
California
$4.92M -$2.26M -26,932 -33%
TF
279
Threadgill Financial
Texas
$4.88M +$50.5K +602 +1%
Cetera Investment Advisers
280
Cetera Investment Advisers
Illinois
$4.87M +$3.39M +40,380 +272%
CB
281
Commerce Bank
Missouri
$4.77M -$120K -1,431 -3%
NCM
282
Narwhal Capital Management
Georgia
$4.77M +$50.6K +603 +1%
HVP
283
Hudson Value Partners
Florida
$4.76M +$3.32M +39,516 +273%
FPGK
284
Financial Partners Group (Kansas)
Kansas
$4.63M +$140K +1,667 +3%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$4.63M +$827K +9,853 +23%
TVWM
286
Tower View Wealth Management
Wisconsin
$4.51M +$65.1K +775 +2%
MYIA
287
Mount Yale Investment Advisors
Colorado
$4.48M -$205K -2,441 -5%
CBC
288
Coombe, Bender & Co
New York
$4.46M +$223K +2,659 +6%
AG
289
AIA Group
Hong Kong
$4.45M +$513K +6,115 +14%
RC
290
Riposte Capital
New York
$4.41M -$10.5M -125,000 -71%
SF
291
Synovus Financial
Georgia
$4.41M -$12.1K -144 -0.3%
KAS
292
Kestra Advisory Services
Texas
$4.37M +$1.74M +20,678 +71%
OCA
293
Otter Creek Advisors
Florida
$4.35M -$579K -6,900 -12%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$4.33M -$9.99K -119 -0.2%
OIA
295
OneDigital Investment Advisors
Kansas
$4.28M -$130K -1,545 -3%
RPGK
296
Retirement Planning Group (Kansas)
Kansas
$4.2M +$29.9K +356 +0.8%
CGIM
297
Capital Group Investment Management
Singapore
$4.2M
CP
298
CenterBook Partners
Connecticut
$4.19M +$1.8M +21,415 +82%
BZWA
299
Blue Zone Wealth Advisors
California
$4.16M +$3.96M +47,178 New
PC
300
Pecaut & Co
Iowa
$4.16M +$511K +6,086 +15%

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.