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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
BWL
601
Bogart Wealth LLC
Virginia
$522K
ASN
602
Advisory Services Network
Georgia
$521K +$11.7K +152 +2%
FC
603
Forte Capital
New York
$521K -$17.1K -222 -3%
IAA
604
Independent Advisor Alliance
North Carolina
$513K -$174K -2,261 -24%
MCM
605
MAI Capital Management
Ohio
$512K +$43.9K +570 +9%
V
606
ViaWealth
Kansas
$509K +$154K +1,996 +40%
ECM
607
Evergreen Capital Management
Washington
$507K +$56.5K +733 +12%
IWA
608
Icon Wealth Advisors
Texas
$505K -$74.3K -964 -12%
AWM
609
Accredited Wealth Management
Kentucky
$502K +$533K +6,921 New
NIM
610
NEOS Investment Management
Connecticut
$500K +$237K +3,074 +80%
TE
611
Tema ETFs
New York
$500K +$532K +6,911 New
CCIA
612
Campbell & Co Investment Adviser
Maryland
$493K +$525K +6,809 New
FHA
613
First Horizon Advisors
Tennessee
$492K +$1.23K +16 +0.2%
PNC
614
Park National Corp
Ohio
$492K +$524K +6,799 New
NG
615
Norden Group
Utah
$479K -$45.8K -594 -8%
PFS
616
Prospera Financial Services
Texas
$479K +$132K +1,715 +35%
CC
617
Centiva Capital
New York
$477K +$508K +6,598 New
KHCM
618
Kirtland Hills Capital Management
Ohio
$476K +$26.1K +339 +5%
SHFA
619
SS&H Financial Advisors
Michigan
$470K
A
620
Allianz
Germany
$463K +$492K +6,391 New
CIS
621
Continental Investors Services
Washington
$459K
RhumbLine Advisers
622
RhumbLine Advisers
Massachusetts
$451K -$27.6K -358 -5%
WAM
623
Walker Asset Management
Missouri
$450K
MFG
624
Midwest Financial Group
Kansas
$447K
SICM
625
Sustainable Insight Capital Management
New York
$441K +$61.6K +800 +15%

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.