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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
Vontobel Holding
601
Vontobel Holding
Switzerland
$500K -$306K -3,644 -39%
OPOWM
602
One Plus One Wealth Management
Florida
$493K -$4.2K -50 -0.9%
ECM
603
Evergreen Capital Management
Washington
$492K +$40.8K +486 +10%
DA
604
Dover Advisors
Virginia
$488K +$246K +2,932 +112%
Susquehanna International Group
605
Susquehanna International Group
Pennsylvania
$488K +$128K +1,523 +38%
LFM
606
LGT Fund Management
Liechtenstein
$488K +$246K +2,927 +113%
SPC
607
Sigma Planning Corp
Michigan
$480K +$457K +5,447 New
RAM
608
Ramirez Asset Management
New York
$476K -$37.4K -446 -8%
FAFN
609
First Affirmative Financial Network
Colorado
$473K +$17.6K +210 +4%
HSA
610
HBK Sorce Advisory
Pennsylvania
$473K -$24.8K -296 -5%
CIA
611
Concurrent Investment Advisors
Florida
$472K -$219K -2,615 -33%
SIA
612
Schechter Investment Advisors
Michigan
$470K +$40.2K +479 +10%
VIP
613
Vista Investment Partners
Oklahoma
$469K +$1.68K +20 +0.4%
KPWS
614
Kestra Private Wealth Services
Texas
$464K -$57.6K -686 -12%
CDH
615
Charles D. Hyman
$462K
IWA
616
Icon Wealth Advisors
Texas
$457K +$31.7K +378 +8%
Kovitz Investment Group Partners
617
Kovitz Investment Group Partners
Illinois
$455K +$433K +5,158 New
WTC
618
WhitTier Trust Company
Nevada
$455K -$94.3K -1,123 -18%
EFMH
619
E Fund Management (HK)
Hong Kong
$450K +$428K +5,099 New
EFM
620
E Fund Management
China
$450K +$428K +5,099 New
CD
621
Chapin Davis
Maryland
$449K +$427K +5,088 New
LB
622
Legacy Bridge
Iowa
$448K -$21.7K -259 -5%
WTA
623
Washington Trust Advisors
Massachusetts
$447K -$365K -4,352 -46%
QCG
624
Quadrant Capital Group
Ohio
$446K -$28.8K -343 -6%
CNBTD
625
Citizens National Bank Trust Department
Mississippi
$445K

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.