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
GC
501
Guggenheim Capital
Illinois
$894K -$177K -2,111 -17%
Lido Advisors
502
Lido Advisors
California
$892K -$4.95K -59 -0.6%
CCM
503
Chilton Capital Management
Texas
$882K
GIA
504
Guyasuta Investment Advisors
Pennsylvania
$875K
WB
505
WesBanco Bank
West Virginia
$868K -$22.4K -267 -3%
PAG
506
Private Advisor Group
New Jersey
$863K -$133K -1,588 -14%
PCA
507
Private Capital Advisors
Connecticut
$839K
BJL
508
Brighton Jones LLC
Washington
$837K -$252 -3 -0%
BA
509
Ballast Advisors
Minnesota
$836K -$38.9K -463 -5%
SI
510
Stephens Inc
Arkansas
$834K +$111K +1,325 +16%
ACM
511
Accent Capital Management
Ohio
$826K +$39.5K +470 +5%
CWM
512
Calamos Wealth Management
Illinois
$826K +$6.88K +82 +0.9%
Northwestern Mutual Wealth Management
513
Northwestern Mutual Wealth Management
Wisconsin
$825K +$97.9K +1,166 +14%
WIM
514
Waycross Investment Management
Washington
$824K +$121K +1,439 +18%
GIBU
515
Gulf International Bank (UK)
United Kingdom
$814K +$41.3K +492 +6%
BWL
516
Bogart Wealth LLC
Virginia
$803K +$760K +9,054 +17,083%
AMG
517
Asset Management Group
Connecticut
$800K -$8.23K -98 -1%
AS
518
Altshuler Shaham
Israel
$794K +$755K +9,000 New
VSQM
519
V-Square Quantitative Management
Illinois
$785K
AWM
520
Avior Wealth Management
Nebraska
$785K +$317K +3,773 +74%
TIAA Trust, National Association
521
TIAA Trust, National Association
North Carolina
$785K +$14.4K +172 +2%
AWS
522
Atria Wealth Solutions
New York
$783K +$253K +3,017 +52%
ASN
523
Advisory Services Network
Georgia
$781K -$67K -798 -8%
PM
524
Phraction Management
Connecticut
$775K -$3.69K -44 -0.5%
SP
525
Symmetry Partners
Connecticut
$772K

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.