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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
MFA
451
Mayflower Financial Advisors
Massachusetts
$1.19M +$329 +4 +0%
CFGS
452
Concourse Financial Group Securities
Alabama
$1.18M -$6K -73 -0.5%
LIM
453
Leavell Investment Management
Alabama
$1.17M -$206K -2,500 -16%
FTDI
454
First Trust Direct Indexing
Massachusetts
$1.16M +$210K +2,552 +23%
NP
455
Ninepoint Partners
Ontario, Canada
$1.16M -$15.6K -190 -1%
SCM
456
Shelton Capital Management
Colorado
$1.15M
FHB
457
First Hawaiian Bank
Hawaii
$1.15M +$837K +10,186 +315%
PCM
458
Princeton Capital Management
New Jersey
$1.15M -$232K -2,818 -17%
FMWA
459
Forvis Mazars Wealth Advisors
Missouri
$1.14M +$1.89K +23 +0.2%
WA
460
Wealth Alliance
New York
$1.14M +$38K +462 +4%
CSC
461
Caldwell Sutter Capital
California
$1.13M
TRCT
462
Tower Research Capital (TRC)
New York
$1.12M -$122K -1,480 -10%
CCM
463
Coldstream Capital Management
Washington
$1.12M -$25.1K -305 -2%
MC
464
Maverick Capital
Texas
$1.11M +$1.07M +12,967 New
AWM
465
Apollon Wealth Management
South Carolina
$1.11M -$154K -1,877 -13%
AAM
466
Austin Asset Management
Texas
$1.1M -$3.7K -45 -0.3%
CIC
467
Carnegie Investment Counsel
Ohio
$1.09M
GIA
468
Guyasuta Investment Advisors
Pennsylvania
$1.08M +$132K +1,600 +14%
SA
469
SpiderRock Advisors
Delaware
$1.07M -$425K -5,165 -29%
QCM
470
QRG Capital Management
Illinois
$1.07M +$6.74K +82 +0.7%
SWM
471
Shelton Wealth Management
Texas
$1.06M +$77.9K +947 +8%
Calamos Advisors
472
Calamos Advisors
Illinois
$1.06M +$247 +3 +0%
WHC
473
Wulff, Hansen & Co
California
$1.06M +$31.2K +380 +3%
SACTSONJ
474
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.05M
IWC
475
Integrated Wealth Concepts
Massachusetts
$1.05M -$93.9K -1,142 -9%

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.