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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
BG
551
Bahl & Gaynor
Ohio
$671K -$8.39K -100 -1%
CCM
552
Cohen Capital Management
California
$661K
WWM
553
Whalen Wealth Management
Nevada
$654K -$34.7K -413 -5%
Nomura Holdings
554
Nomura Holdings
Japan
$652K -$445K -5,300 -42%
UB
555
Umpqua Bank
Oregon
$651K +$620K +7,384 New
BFM
556
Boothbay Fund Management
New York
$650K
RA
557
RFG Advisory
Alabama
$646K -$3.78K -45 -0.6%
ONB
558
Old National Bancorp
Indiana
$644K -$252 -3 -0%
MFS
559
Mirabella Financial Services
United Kingdom
$644K -$8.29M -98,791 -93%
RIM
560
Redwood Investment Management
Arizona
$639K +$609K +7,251 New
FC
561
Forte Capital
New York
$632K +$1.93K +23 +0.3%
SICM
562
Sustainable Insight Capital Management
New York
$626K -$50.4K -600 -8%
AIM
563
Aigen Investment Management
New York
$618K -$379K -4,510 -39%
GCM
564
Graham Capital Management
Connecticut
$617K +$588K +7,000 New
ACA
565
Affinity Capital Advisors
California
$611K +$582K +6,935 New
TP
566
Tranquility Partners
Tennessee
$585K
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$581K -$756K -9,011 -58%
FHA
568
First Horizon Advisors
Tennessee
$581K +$33.5K +399 +6%
ACA
569
Anchor Capital Advisors
Massachusetts
$579K -$3.36K -40 -0.6%
SHFA
570
SS&H Financial Advisors
Michigan
$572K
GGA
571
Granite Group Advisors
Connecticut
$564K
BWM
572
BKM Wealth Management
Wisconsin
$563K +$117K +1,393 +28%
JSW
573
Journey Strategic Wealth
New Jersey
$558K +$531K +6,322 New
CIS
574
Continental Investors Services
Washington
$557K
CG
575
Caprock Group
Idaho
$557K +$8.06K +96 +2%

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.