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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
BCV
651
Banque Cantonale Vaudoise
Switzerland
$392K +$373K +4,446 New
BL
652
Balentine LLC
Georgia
$391K +$19.9K +237 +6%
EWA
653
Exencial Wealth Advisors
Oklahoma
$390K -$330K -3,934 -47%
BFS
654
Bradley Foster & Sargent
Connecticut
$386K
WTB
655
Washington Trust Bank
Washington
$385K -$23.1K -275 -6%
MA
656
Montag & Associates
Georgia
$385K
SWA
657
SFMG Wealth Advisors
Texas
$384K +$23.8K +283 +7%
BFG
658
Bleakley Financial Group
New Jersey
$383K +$13.5K +161 +4%
SW
659
Simplicity Wealth
New Jersey
$380K +$362K +4,314 New
SOW
660
State of Wyoming
Wyoming
$379K +$361K +4,300 New
TI
661
Tidal Investments
Wisconsin
$379K -$55.3K -659 -13%
NRW
662
Nova R Wealth
Kansas
$374K +$504 +6 +0.1%
BBA
663
BLB&B Advisors
Pennsylvania
$373K
CAM
664
Cubic Asset Management
Massachusetts
$370K
BIM
665
Baldwin Investment Management
Pennsylvania
$370K -$336 -4 -0.1%
IAA
666
Ironsides Asset Advisors
North Carolina
$365K +$348K +4,140 New
PAA
667
Peregrine Asset Advisers
Oregon
$364K
DIM
668
Delta Investment Management
California
$363K +$10.6K +126 +3%
LC
669
LCNB Corp
Ohio
$361K
AFG
670
Atomi Financial Group
New York
$361K +$53.5K +637 +18%
VA
671
Vident Advisory
Georgia
$359K +$23K +274 +7%
CWP
672
Cyndeo Wealth Partners
Florida
$356K +$1.43K +17 +0.4%
WGAM
673
Wilkinson Global Asset Management
New York
$356K
AAP
674
Arax Advisory Partners
Colorado
$354K -$3.27K -39 -1%
Millennium Management
675
Millennium Management
New York
$353K -$14.4M -171,913 -98%

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.