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Canadian Pacific Kansas City

978 hedge funds and large institutions have $57.2B invested in Canadian Pacific Kansas City in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 349 increasing their positions, 329 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $135M | Put options by funds: $62M

29% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 73

8% more capital invested

Capital invested by funds: $52.7B → $57.2B (+$4.44B)

7% more funds holding in top 10

Funds holding in top 10: 4548 (+3)

1% more funds holding

Funds holding: 968978 (+10)

6% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 329

0.07% less ownership

Funds ownership: 71.75%71.68% (-0.07%)

Holders
978
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
14.04%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.69%
New
94
Increased
349
Reduced
329
Closed
73
Calls
$135M
Puts
$62M
Net Calls
+$73.5M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
401
Covenant Partners
Tennessee
$1.76M
PCS
402
Personal CFO Solutions
New Jersey
$1.76M -$45.2K -550 -3%
IA
403
Icon Advisers
Colorado
$1.75M +$534K +6,500 +46%
PCIA
404
Prime Capital Investment Advisors
Kansas
$1.74M -$21K -255 -1%
Thrivent Financial for Lutherans
405
Thrivent Financial for Lutherans
Minnesota
$1.69M +$623K +7,573 +62%
SVWAG
406
Sound View Wealth Advisors Group
Georgia
$1.65M +$261K +3,172 +20%
AG
407
AlTi Global
New York
$1.64M -$82 -1 -0%
RWM
408
Ritholtz Wealth Management
New York
$1.64M +$568K +6,913 +57%
JHP
409
James Hambro & Partners
United Kingdom
$1.62M
AUB
410
Atlantic Union Bankshares
Virginia
$1.62M -$315K -3,831 -17%
KAS
411
Kestra Advisory Services
Texas
$1.62M -$2.31M -28,147 -60%
Brown Advisory
412
Brown Advisory
Maryland
$1.61M -$52.5K -639 -3%
KPWS
413
Kestra Private Wealth Services
Texas
$1.6M +$935K +11,368 +154%
HA
414
Harbor Advisors
Florida
$1.6M
Hudson Bay Capital Management
415
Hudson Bay Capital Management
Connecticut
$1.58M +$1.52M +18,500 New
SYBT
416
Stock Yards Bank & Trust
Kentucky
$1.58M
KPF
417
K2 Principal Fund
Ontario, Canada
$1.57M +$1.51M +18,400 New
KFC
418
Klingenstein Fields & Co
New York
$1.57M
STA
419
Summit Trail Advisors
New York
$1.55M -$181K -2,205 -11%
Jones Financial Companies
420
Jones Financial Companies
Missouri
$1.51M +$676K +8,224 +87%
JIC
421
Johnson Investment Counsel
Ohio
$1.5M -$93.5K -1,137 -6%
CI
422
Cigna Investments
Connecticut
$1.5M -$6.74K -82 -0.5%
FRA
423
Frank Rimerman Advisors
California
$1.5M
BA
424
Bridgewater Associates
Connecticut
$1.49M -$381K -4,628 -21%
SCI
425
S&CO Inc
Massachusetts
$1.45M +$904K +11,000 +183%

CP Hedge Fund Activity: Q3 2024 in Review

978 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2024, worth a combined $57.2B — up 8.4% from $52.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new CP positions and 73 closed out — a net gain of 21 holders — while 349 added to existing stakes and 329 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $191M. The largest seller was WCM Investment Management, cutting an estimated $503M.

  • 978 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2024, up from 968 in Q2 2024.
  • Funds reported $57.2B of Canadian Pacific Kansas City stock for Q3 2024, up 8.4% quarter-over-quarter.
  • 94 funds opened new Canadian Pacific Kansas City positions in Q3 2024 and 73 closed out, a net change of +21 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2024 was Select Equity Group, an estimated $191M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2024 was WCM Investment Management, an estimated $503M sold.

Based on aggregated 13F filings for Q3 2024.