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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
DWM
501
Dorchester Wealth Management
Quebec, Canada
$917K
GWMR
502
GC Wealth Management RIA
Massachusetts
$915K +$63.3K +770 +8%
FAIM
503
Financial Advocates Investment Management
Washington
$911K +$1.89K +23 +0.2%
II
504
Inspire Investing
Idaho
$910K -$79.8K -970 -8%
FA
505
FDx Advisors
Illinois
$908K -$34.3K -417 -4%
GWM
506
Gibbs Wealth Management
Georgia
$906K +$51.1K +621 +6%
LCWP
507
Legacy Capital Wealth Partners
Arkansas
$900K +$412K +5,014 +91%
AGWCA
508
Annis Gardner Whiting Capital Advisors
Florida
$887K +$142K +1,726 +20%
V
509
VeraBank
Texas
$883K
LFS
510
Legacy Financial Strategies
Kansas
$875K
CWM
511
Circle Wealth Management
New Jersey
$856K -$79.4K -966 -9%
GM
512
GeoWealth Management
Illinois
$851K +$58.6K +713 +8%
LFAS
513
Level Four Advisory Services
Texas
$851K +$906K +11,024 New
TPW
514
Transatlantique Private Wealth
New York
$847K +$49.6K +603 +6%
CFM
515
Capricorn Fund Managers
United Kingdom
$843K
SCM
516
Sterling Capital Management
North Carolina
$839K +$806K +9,808 New
AWP
517
Accretive Wealth Partners
New Jersey
$831K +$8.06K +98 +1%
SI
518
Scharf Investments
California
$826K -$194K -2,365 -20%
CG
519
Caprock Group
Idaho
$822K -$25.8K -314 -3%
SG Americas Securities
520
SG Americas Securities
New York
$816K -$3.63M -44,139 -82%
PCA
521
Private Capital Advisors
Connecticut
$814K
VSQM
522
V-Square Quantitative Management
Illinois
$808K
HC
523
Henshaw Capital
Massachusetts
$806K +$513K +6,237 +196%
IAA
524
Independent Advisor Alliance
North Carolina
$800K -$9.04K -110 -1%
TIAA Trust, National Association
525
TIAA Trust, National Association
North Carolina
$800K +$31.2K +380 +4%

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.