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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
FA
401
FDx Advisors
Illinois
$1.59M -$70.6K -841 -4%
SA
402
SpiderRock Advisors
Delaware
$1.59M +$1.49M +17,693 New
ISL
403
Ingalls & Snyder LLC
New York
$1.58M +$27K +322 +2%
CAN
404
Cetera Advisor Networks
California
$1.58M +$20.1K +240 +1%
FHB
405
First Hawaiian Bank
Hawaii
$1.56M -$232K -2,767 -14%
GCP
406
GSA Capital Partners
United Kingdom
$1.54M +$1.47M +17,520 New
CI
407
Cigna Investments
Connecticut
$1.53M -$5.46K -65 -0.4%
GA
408
Geller Advisors
New York
$1.49M -$114K -1,360 -7%
GJWM
409
Gilliland Jeter Wealth Management
Arkansas
$1.48M -$25.9K -309 -2%
MFIM
410
Mesirow Financial Investment Management
Illinois
$1.44M +$98.3K +1,171 +8%
QCM
411
Quantinno Capital Management
New York
$1.44M +$360K +4,286 +36%
OIS
412
Okabena Investment Services
Minnesota
$1.43M -$293K -3,495 -18%
PCM
413
Peregrine Capital Management
Minnesota
$1.42M
CCS
414
Concentric Capital Strategies
Connecticut
$1.42M +$1.35M +16,115 New
YCM
415
Yousif Capital Management
Michigan
$1.42M -$49.7K -592 -4%
CCM
416
Coldstream Capital Management
Washington
$1.4M +$208K +2,474 +19%
BBA
417
Baader Bank Aktiengesellschaft
Germany
$1.39M -$280K -3,331 -17%
FIM
418
Fruth Investment Management
Texas
$1.38M
SMH
419
Sanders Morris Harris
Texas
$1.38M +$21K +250 +2%
IWM
420
IHT Wealth Management
Illinois
$1.37M -$47.4K -565 -4%
BG
421
Bollard Group
Massachusetts
$1.36M -$914K -10,887 -41%
CCM
422
Conway Capital Management
California
$1.35M -$21K -250 -2%
SVWAG
423
Sound View Wealth Advisors Group
Georgia
$1.35M -$38.8K -462 -3%
BCM
424
Becker Capital Management
Oregon
$1.35M
BRWA
425
B. Riley Wealth Advisors
Florida
$1.35M +$250K +2,976 +20%

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.