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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
PWPS
476
Pinnacle Wealth Planning Services
Ohio
$1.05M +$16.9K +206 +2%
BCM
477
Brookstone Capital Management
Illinois
$1.04M -$184K -2,244 -16%
HAG
478
HighPoint Advisor Group
Illinois
$1.03M -$31.5K -383 -3%
MPM
479
Meritage Portfolio Management
Kansas
$1.03M
ECM
480
EagleClaw Capital Management
Massachusetts
$1.03M +$661K +8,038 +200%
SFA
481
Sequoia Financial Advisors
Ohio
$1.02M +$46.1K +561 +5%
QCIG
482
Quad-Cities Investment Group
Iowa
$1.02M -$8.14K -99 -0.8%
SC
483
Syon Capital
California
$1.01M +$1.81K +22 +0.2%
OIS
484
Okabena Investment Services
Minnesota
$1.01M -$83.7K -1,018 -8%
MWM
485
MGB Wealth Management
Texas
$1M -$224K -2,722 -19%
CP
486
CenterBook Partners
Connecticut
$989K -$4.98M -60,551 -84%
FFA
487
Fortune Financial Advisors
Kansas
$976K -$11.9K -145 -1%
MIP
488
Marietta Investment Partners
Wisconsin
$973K
HTHT
489
Hemenway Trust Hemenway Trust
New Hampshire
$968K +$54.3K +660 +6%
First Manhattan
490
First Manhattan
New York
$963K
BRWA
491
B. Riley Wealth Advisors
Florida
$963K -$362K -4,401 -28%
SPIA
492
Steward Partners Investment Advisory
New York
$953K -$72.8K -886 -7%
Northwestern Mutual Wealth Management
493
Northwestern Mutual Wealth Management
Wisconsin
$952K +$70K +851 +8%
ATC
494
Argent Trust Co
Tennessee
$948K -$28.3K -344 -3%
AF
495
Allworth Financial
California
$948K +$2.06K +25 +0.2%
WPW
496
Waldron Private Wealth
Pennsylvania
$935K +$42K +511 +5%
ISWM
497
Independent Solutions Wealth Management
New York
$928K -$10.4K -126 -1%
PAG
498
Private Advisor Group
New Jersey
$925K -$8.55K -104 -1%
AL
499
Aspiriant LLC
California
$924K +$1.15K +14 +0.1%
ACH
500
ArrowMark Colorado Holdings
Colorado
$921K

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.