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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
BA
551
Ballast Advisors
Minnesota
$687K +$23.5K +305 +3%
DA
552
Dover Advisors
Virginia
$684K +$228K +2,961 +46%
FMWA
553
Forvis Mazars Wealth Advisors
Missouri
$672K -$313K -4,060 -30%
VWM
554
Venturi Wealth Management
Texas
$660K +$220K +2,852 +46%
AMG
555
Asset Management Group
Connecticut
$655K
FAIM
556
Financial Advocates Investment Management
Washington
$654K -$124K -1,604 -15%
PCA
557
Private Capital Advisors
Connecticut
$651K -$39.8K -517 -5%
TIAA Trust, National Association
558
TIAA Trust, National Association
North Carolina
$647K -$31.5K -409 -4%
ACM
559
Accent Capital Management
Ohio
$644K
MCC
560
Malaga Cove Capital
California
$634K +$41.5K +539 +7%
MWM
561
MGB Wealth Management
Texas
$631K -$230K -2,980 -25%
NSEDCP
562
NJ State Employees Deferred Compensation Plan
New Jersey
$626K
MWP
563
Meriwether Wealth & Planning
Louisiana
$625K +$665K +8,634 New
IBOK
564
Independence Bank of Kentucky
Kentucky
$619K +$457K +5,929 +226%
GA
565
Geller Advisors
New York
$602K +$639K +8,299 New
SS
566
Sound Stewardship
Kansas
$598K +$385 +5 +0.1%
GAG
567
GM Advisory Group
New York
$597K
IA
568
IFP Advisors
Florida
$596K -$51.5K -668 -8%
Macquarie Group
569
Macquarie Group
Australia
$593K
SOW
570
State of Wyoming
Wyoming
$591K -$43.1K -560 -6%
FA
571
FDx Advisors
Illinois
$590K -$190K -2,472 -23%
AWM
572
Avior Wealth Management
Nebraska
$587K -$89.1K -1,156 -12%
CPIG
573
Chicago Partners Investment Group
Illinois
$587K +$770 +10 +0.1%
WIM
574
Waycross Investment Management
Washington
$584K -$12.8K -166 -2%
BCI
575
Blue Capital Inc
Nebraska
$584K +$622K +8,075 New

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.