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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
EFS
651
Essex Financial Services
Connecticut
$405K +$6.41K +78 +2%
QCG
652
Quadrant Capital Group
Ohio
$403K -$3.21K -39 -0.8%
SCM
653
Schnieders Capital Management
California
$402K
BFS
654
Bradley Foster & Sargent
Connecticut
$402K +$15.9K +193 +4%
MWM
655
Meridian Wealth Management
Kentucky
$400K +$1.89K +23 +0.5%
FG
656
Foster Group
Iowa
$398K +$4.03K +49 +1%
IGAM
657
iA Global Asset Management
Quebec, Canada
$397K +$9.78K +119 +3%
BST
658
Bath Savings Trust
Maine
$393K
DWP
659
Daymark Wealth Partners
Ohio
$391K +$4.28K +52 +1%
AT
660
American Trust
Kentucky
$387K -$23.8K -290 -6%
BC
661
Barnett & Company
Tennessee
$387K
DTC
662
Davidson Trust Company
Washington
$386K -$2.88K -35 -0.8%
XF
663
XML Financial
Maryland
$386K +$82 +1 +0%
9WM
664
9258 Wealth Management
Ohio
$381K
TSS
665
Two Sigma Securities
New York
$381K -$13K -158 -3%
SPL
666
Smart Portfolios LLC
Washington
$378K +$411 +5 +0.1%
BCM
667
Barometer Capital Management
Ontario, Canada
$374K +$266K +3,230 New
MA
668
Montag & Associates
Georgia
$373K
DAS
669
Dynamic Advisor Solutions
Arizona
$371K +$15.6K +190 +5%
DWM
670
Diversify Wealth Management
Utah
$370K -$14.5K -176 -4%
LFA
671
Legacy Financial Advisors
Kentucky
$369K +$46.8K +569 +15%
EW
672
Elyxium Wealth
California
$367K +$352K +4,287 New
AI
673
Atom Investors
Texas
$365K +$1.23K +15 +0.4%
NRW
674
Nova R Wealth
Kansas
$364K +$493 +6 +0.1%
JFG
675
Jefferies Financial Group
New York
$363K -$1.83M -22,200 -84%

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.