We are live on ! Find out more
CP icon

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
MCM
426
Mitchell Capital Management
Kansas
$1.34M +$84.7K +1,009 +7%
CCMW
427
Cypress Capital Management (Wyoming)
Wyoming
$1.34M +$1.28M +15,217 New
AFS
428
Aft Forsyth & Sober
Florida
$1.33M
ITFISA
429
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.32M
BCM
430
Brookstone Capital Management
Illinois
$1.32M +$446K +5,308 +55%
CFGS
431
Concourse Financial Group Securities
Alabama
$1.3M -$672 -8 -0.1%
CFM
432
Capricorn Fund Managers
United Kingdom
$1.3M +$599K +7,138 +94%
AWM
433
Apollon Wealth Management
South Carolina
$1.29M -$129K -1,532 -9%
IAA
434
Independent Advisor Alliance
North Carolina
$1.28M -$97.4K -1,160 -7%
SWS
435
SYSTM Wealth Solutions
Illinois
$1.28M -$92.7K -1,104 -7%
MWM
436
MGB Wealth Management
Texas
$1.27M
IWC
437
Integrated Wealth Concepts
Massachusetts
$1.26M +$6.8K +81 +0.6%
SAM
438
Shell Asset Management
Netherlands
$1.26M -$3.03M -36,060 -69%
Brown Advisory
439
Brown Advisory
Maryland
$1.25M -$38.8K -462 -3%
AIA
440
Alera Investment Advisors
Illinois
$1.24M -$15.4K -184 -1%
USCWA
441
U.S. Capital Wealth Advisors
Texas
$1.24M +$1.18M +14,032 New
IA
442
Icon Advisers
Colorado
$1.23M
CIC
443
Carnegie Investment Counsel
Ohio
$1.21M -$92.3K -1,100 -7%
MFA
444
Mayflower Financial Advisors
Massachusetts
$1.21M -$21.3K -254 -2%
RWM
445
Ritholtz Wealth Management
New York
$1.19M +$643K +7,656 +131%
SCM
446
Shelton Capital Management
Colorado
$1.19M
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
$1.18M +$5.29K +63 +0.5%
CSC
448
Caldwell Sutter Capital
California
$1.17M
JHP
449
James Hambro & Partners
United Kingdom
$1.15M
WA
450
Wealth Alliance
New York
$1.15M +$107K +1,270 +11%

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.