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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
MFG
626
Merit Financial Group
Georgia
$444K +$468K +5,572 New
ACGA
627
Atlanta Consulting Group Advisors
Georgia
$443K +$422K +5,024 New
FCFC
628
First Commonwealth Financial Corp
Pennsylvania
$441K
EFS
629
Essex Financial Services
Connecticut
$438K +$4.45K +53 +1%
SW
630
SVB Wealth
Massachusetts
$436K +$43.5K +518 +12%
BP
631
Ballentine Partners
Massachusetts
$435K -$152K -1,805 -27%
PFPT
632
Pinnacle Financial Partners (Tennessee)
Tennessee
$433K +$1.68K +20 +0.4%
PI
633
PFG Investments
New York
$432K +$411K +4,898 New
V
634
ViaWealth
Kansas
$431K
PWG
635
Portside Wealth Group
Utah
$430K +$74K +882 +22%
IGAM
636
iA Global Asset Management
Quebec, Canada
$420K -$5.02M -59,830 -93%
A
637
Allianz
Germany
$418K +$294K +3,504 New
HAIM
638
Hunter Associates Investment Management
Pennsylvania
$417K +$397K +4,727 New
HNB
639
Huntington National Bank
Ohio
$416K +$135K +1,612 +52%
SCM
640
Schnieders Capital Management
California
$414K
DWP
641
Daymark Wealth Partners
Ohio
$409K +$5.79K +69 +2%
BST
642
Bath Savings Trust
Maine
$405K
FG
643
Foster Group
Iowa
$405K +$385K +4,590 New
XF
644
XML Financial
Maryland
$404K
KP
645
Keel Point
Alabama
$401K +$382K +4,552 New
DTC
646
Davidson Trust Company
Washington
$401K
BC
647
Barnett & Company
Tennessee
$399K
MCC
648
Malaga Cove Capital
California
$394K
PFS
649
Prospera Financial Services
Texas
$394K +$6.38K +76 +2%
9WM
650
9258 Wealth Management
Ohio
$393K

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.