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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
LNC
526
Lincoln National Corp
Pennsylvania
$765K +$83.9K +999 +13%
NSEDCP
527
NJ State Employees Deferred Compensation Plan
New Jersey
$763K
AWP
528
Accretive Wealth Partners
New Jersey
$760K +$168 +2 +0%
AWM
529
Axxcess Wealth Management
California
$759K +$42.9K +511 +6%
SFP
530
Sweet Financial Partners
Minnesota
$752K
AO
531
Advisor OS
Illinois
$750K +$28.7K +342 +4%
HFA
532
Harbert Fund Advisors
Alabama
$749K +$713K +8,500 New
CL
533
Choreo LLC
Illinois
$737K +$32.4K +386 +5%
GWMR
534
GC Wealth Management RIA
Massachusetts
$734K +$157K +1,876 +29%
Pacer Advisors
535
Pacer Advisors
Pennsylvania
$728K -$25.9K -308 -4%
SS
536
Sound Stewardship
Kansas
$728K +$336 +4 +0%
GAG
537
GM Advisory Group
New York
$726K
WS
538
Wedbush Securities
California
$705K +$302K +3,600 +82%
TPW
539
Transatlantique Private Wealth
New York
$702K -$73.4K -875 -10%
QC
540
Quaero Capital
Switzerland
$697K +$663K +7,900 New
SWP
541
Stratos Wealth Partners
Ohio
$697K -$63.8K -760 -9%
RhumbLine Advisers
542
RhumbLine Advisers
Massachusetts
$689K +$7.97K +95 +1%
GCM
543
Greenland Capital Management
New York
$688K -$5.55M -66,139 -89%
Luther King Capital Management (LKCM)
544
Luther King Capital Management (LKCM)
Texas
$685K +$243K +2,891 +59%
GM
545
GeoWealth Management
Illinois
$685K +$166K +1,977 +34%
CPIG
546
Chicago Partners Investment Group
Illinois
$683K -$3.19K -38 -0.5%
MCM
547
MAI Capital Management
Ohio
$682K -$31.2K -372 -5%
HCA
548
Harbour Capital Advisors
Virginia
$680K
SWM
549
Shelton Wealth Management
Texas
$679K +$293K +3,485 +83%
DCP
550
DSM Capital Partners
Florida
$679K -$96.9K -1,155 -13%

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.