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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
Invesco
26
Invesco
Georgia
$611M +$73.7M +877,892 +15%
Goldman Sachs
27
Goldman Sachs
New York
$610M +$172M +2,046,171 +42%
CCM
28
Causeway Capital Management
California
$596M +$100M +1,196,061 +22%
Artisan Partners
29
Artisan Partners
Wisconsin
$514M -$27.9M -331,898 -5%
Bank of Nova Scotia
30
Bank of Nova Scotia
Ontario, Canada
$501M -$152M -1,813,385 -24%
Franklin Resources
31
Franklin Resources
California
$499M +$317M +3,771,973 +200%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$494M +$3.24M +38,572 +0.7%
Morgan Stanley
33
Morgan Stanley
New York
$444M -$297M -3,533,858 -41%
Bank of America
34
Bank of America
North Carolina
$433M +$41.2M +491,235 +11%
RCWMU
35
Rothschild & Co Wealth Management (UK)
United Kingdom
$433M -$1.94M -23,159 -0.5%
BGC
36
Beutel, Goodman & Co
Ontario, Canada
$431M -$5.51M -65,600 -1%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$424M +$65.9M +785,677 +20%
Bessemer Group
38
Bessemer Group
New Jersey
$385M -$9.37M -111,584 -2%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$361M -$14.2M -168,602 -4%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$340M +$16.3M +194,537 +5%
William Blair Investment Management
41
William Blair Investment Management
Illinois
$323M -$48.5M -577,500 -14%
American Century Companies
42
American Century Companies
Missouri
$321M -$5.81M -69,224 -2%
CCM
43
Cantillon Capital Management
New York
$315M +$98.6M +1,174,200 +49%
NCMU
44
NAYA Capital Management (UK)
United Kingdom
$292M -$36.9M -439,508 -12%
SC
45
Scotia Capital
Ontario, Canada
$252M +$6.52M +77,618 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$248M -$18M -214,100 -7%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$245M +$21.8M +260,265 +10%
MG
48
Meritage Group
California
$237M +$5.13M +61,082 +2%
Northern Trust
49
Northern Trust
Illinois
$233M +$3.11M +37,009 +1%
FPP
50
Findlay Park Partners
United Kingdom
$230M +$23.8M +283,000 +12%

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.