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Canadian Pacific Kansas City

997 hedge funds and large institutions have $47.6B invested in Canadian Pacific Kansas City in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 314 increasing their positions, 353 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $120M | Put options by funds: $75.8M

32% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 112

2% more funds holding

Funds holding: 978997 (+19)

1.4% less ownership

Funds ownership: 71.68%70.28% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 353

17% less capital invested

Capital invested by funds: $57.2B → $47.6B (-$9.62B)

21% less funds holding in top 10

Funds holding in top 10: 4838 (-10)

Holders
997
Holders Change
+19
Holders Change %
+1.94%
% of All Funds
13.13%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.5%
New
148
Increased
314
Reduced
353
Closed
112
Calls
$120M
Puts
$75.8M
Net Calls
+$44.3M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Ritholtz Wealth Management
New York
$918K -$497K -6,453 -34%
IWM
502
IHT Wealth Management
Illinois
$907K -$248K -3,218 -20%
PMWMG
503
Parr McKnight Wealth Management Group
Minnesota
$903K +$962K +12,483 New
SFA
504
Sequoia Financial Advisors
Ohio
$902K +$37.2K +483 +4%
GM
505
GeoWealth Management
Illinois
$900K +$192K +2,486 +25%
CCA
506
Corps Capital Advisors
Texas
$895K +$953K +12,367 New
SACTSONJ
507
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$890K
BCM
508
Brookstone Capital Management
Illinois
$886K +$5.78K +75 +0.6%
WA
509
Wealth Alliance
New York
$878K -$90.6K -1,176 -9%
CAM
510
Cresset Asset Management
Illinois
$877K -$1.21M -15,756 -57%
GIA
511
Guyasuta Investment Advisors
Pennsylvania
$874K -$46.2K -600 -5%
MPM
512
Meritage Portfolio Management
Kansas
$873K
SRA
513
Secured Retirement Advisors
Minnesota
$873K +$930K +12,066 New
IWC
514
Integrated Wealth Concepts
Massachusetts
$873K -$14.3K -185 -2%
FFA
515
Fortune Financial Advisors
Kansas
$869K +$45.7K +593 +5%
QCIG
516
Quad-Cities Investment Group
Iowa
$866K
II
517
Inspire Investing
Idaho
$863K +$99.1K +1,286 +12%
MIP
518
Marietta Investment Partners
Wisconsin
$821K -$2.54K -33 -0.3%
QT
519
Quantbot Technologies
New York
$818K -$2.18M -28,251 -71%
First Manhattan
520
First Manhattan
New York
$814K
TFS
521
Thoroughbred Financial Services
Tennessee
$810K -$426K -5,526 -33%
YCM
522
Yousif Capital Management
Michigan
$806K -$215K -2,795 -20%
IUHSA
523
Itau Unibanco Holding S.A.
Brazil
$804K +$861K +11,175 New
ATC
524
Argent Trust Co
Tennessee
$802K
ISWM
525
Independent Solutions Wealth Management
New York
$785K

CP Hedge Fund Activity: Q4 2024 in Review

997 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2024, worth a combined $47.6B — down 17% from $57.2B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CP positions and 112 closed out — a net gain of 36 holders — while 314 added to existing stakes and 353 trimmed.

The largest buyer was Causeway Capital Management, adding an estimated $515M. The largest seller was Capital World Investors, exiting entirely with an estimated $1.11B sold.

  • 997 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2024, up from 978 in Q3 2024.
  • Funds reported $47.6B of Canadian Pacific Kansas City stock for Q4 2024, down 17% quarter-over-quarter.
  • 148 funds opened new Canadian Pacific Kansas City positions in Q4 2024 and 112 closed out, a net change of +36 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2024 was Causeway Capital Management, an estimated $515M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2024 was Capital World Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2024.