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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
AUB
376
Atlantic Union Bankshares
Virginia
$2.07M -$288K -3,436 -13%
LWAM
377
Legacy Wealth Asset Management
Minnesota
$2.05M +$19.8K +236 +1%
LI
378
Louisbourg Investments
New Brunswick, Canada
$2.03M -$1.31M -15,558 -40%
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$2.01M +$41.6K +496 +2%
IA
380
IFP Advisors
Florida
$1.97M -$106K -1,268 -5%
S
381
SignatureFD
Georgia
$1.96M +$255K +3,033 +16%
PGIM
382
Pacific Global Investment Management
California
$1.95M -$4.78K -57 -0.3%
WW
383
Waterfront Wealth
Kansas
$1.92M +$25.9K +309 +1%
NP
384
Ninepoint Partners
Ontario, Canada
$1.92M
GLA
385
Great Lakes Advisors
Illinois
$1.92M -$28.3K -337 -2%
PCIA
386
Prime Capital Investment Advisors
Kansas
$1.91M -$111K -1,327 -6%
Cambridge Investment Research Advisors
387
Cambridge Investment Research Advisors
Iowa
$1.89M +$133K +1,586 +8%
MRCM
388
M&R Capital Management
New Jersey
$1.87M -$6.29K -75 -0.4%
CP
389
Covenant Partners
Tennessee
$1.82M
WT
390
Whittier Trust
California
$1.81M +$215K +2,565 +14%
FAM
391
Formidable Asset Management
Ohio
$1.76M +$1.06M +12,637 +172%
Mercer Global Advisors
392
Mercer Global Advisors
Colorado
$1.76M -$72.8K -867 -4%
DWM
393
Dakota Wealth Management
Florida
$1.72M +$169K +2,016 +12%
FFH
394
Fairfax Financial Holdings
Ontario, Canada
$1.68M
HA
395
Harbor Advisors
Florida
$1.65M
JIC
396
Johnson Investment Counsel
Ohio
$1.65M -$45.7K -544 -3%
SYBT
397
Stock Yards Bank & Trust
Kentucky
$1.63M
HTC
398
Haverford Trust Company
Pennsylvania
$1.63M
Citadel Advisors
399
Citadel Advisors
Florida
$1.62M -$49.9M -594,225 -97%
KFC
400
Klingenstein Fields & Co
New York
$1.62M

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.