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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
PS
576
Principal Securities
Iowa
$612K +$76.8K +934 +15%
BWM
577
BKM Wealth Management
Wisconsin
$608K -$1.54M -18,671 -72%
BG
578
Bollard Group
Massachusetts
$607K +$740 +9 +0.1%
CPIG
579
Chicago Partners Investment Group
Illinois
$606K -$2.88K -35 -0.5%
FAFN
580
First Affirmative Financial Network
Colorado
$606K +$81K +985 +16%
ACA
581
Affinity Capital Advisors
California
$593K
Kovitz Investment Group Partners
582
Kovitz Investment Group Partners
Illinois
$588K +$367K +4,458 +75%
QIM
583
Quantitative Investment Management
Virginia
$585K -$1.32M -16,093 -70%
FHA
584
First Horizon Advisors
Tennessee
$580K +$15.8K +192 +3%
ICM
585
IMS Capital Management
Oregon
$574K
AFG
586
Atomi Financial Group
New York
$566K +$199K +2,421 +58%
RhumbLine Advisers
587
RhumbLine Advisers
Massachusetts
$564K
MCM
588
MAI Capital Management
Ohio
$556K -$103K -1,250 -16%
DA
589
Dover Advisors
Virginia
$555K +$23.4K +285 +5%
SHFA
590
SS&H Financial Advisors
Michigan
$555K
IC
591
IEQ Capital
California
$555K +$39.7K +483 +8%
ASN
592
Advisory Services Network
Georgia
$554K
AGP
593
Autumn Glory Partners
Texas
$539K +$482K +5,863 New
ECM
594
Evergreen Capital Management
Washington
$536K +$73.3K +891 +17%
VWM
595
Venturi Wealth Management
Texas
$536K +$207K +2,523 +67%
CIS
596
Continental Investors Services
Washington
$534K
KHCM
597
Kirtland Hills Capital Management
Ohio
$534K +$3.21K +39 +0.6%
WAM
598
Walker Asset Management
Missouri
$532K
DTL
599
Dynamic Technology Lab
Singapore
$530K +$509K +6,191 New
MFG
600
Midwest Financial Group
Kansas
$528K

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.