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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
AWM
526
Avior Wealth Management
Nebraska
$793K +$131K +1,599 +21%
WI
527
Wahed Invest
New York
$787K +$116K +1,413 +13%
BA
528
Ballast Advisors
Minnesota
$786K -$69.6K -846 -8%
DDC
529
DF Dent & Co
Maryland
$786K -$106K -1,293 -12%
AMG
530
Asset Management Group
Connecticut
$774K -$2.47K -30 -0.3%
CWM
531
Calamos Wealth Management
Illinois
$773K +$411 +5 +0.1%
TCA
532
Transcend Capital Advisors
New Jersey
$766K +$67.6K +822 +10%
Lido Advisors
533
Lido Advisors
California
$765K -$134K -1,624 -15%
IA
534
IFP Advisors
Florida
$761K -$415K -5,043 -36%
ACM
535
Accent Capital Management
Ohio
$760K -$38.6K -470 -5%
MOS
536
MGO One Seven
Ohio
$754K -$110K -1,342 -13%
SOW
537
State of Wyoming
Wyoming
$747K +$310K +3,770 +76%
PM
538
Phraction Management
Connecticut
$741K
SC
539
Saturna Capital
Washington
$740K
NSEDCP
540
NJ State Employees Deferred Compensation Plan
New Jersey
$740K
SFP
541
Sweet Financial Partners
Minnesota
$729K
JSW
542
Journey Strategic Wealth
New Jersey
$725K +$44.1K +536 +7%
MWM
543
Modera Wealth Management
New Jersey
$725K +$225K +2,739 +48%
SLAM
544
Swiss Life Asset Management
$712K +$684K +8,322 New
IB
545
Intrust Bank
Kansas
$707K
SS
546
Sound Stewardship
Kansas
$707K +$329 +4 +0%
GAG
547
GM Advisory Group
New York
$706K
WIM
548
Waycross Investment Management
Washington
$705K -$90.2K -1,097 -12%
MCC
549
Malaga Cove Capital
California
$703K +$141K +1,715 +26%
Macquarie Group
550
Macquarie Group
Australia
$701K

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.