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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
PCM
676
Poehling Capital Management
Wisconsin
$353K
PP
677
PDS Planning
Ohio
$348K +$13.5K +161 +4%
PCM
678
Prelude Capital Management
New York
$347K +$330K +3,936 New
CICC
679
Capital Investment Counsel (Colorado)
Colorado
$346K
AWA
680
Arkadios Wealth Advisors
Georgia
$345K -$7.05K -84 -2%
OFS
681
OneAscent Financial Services
Alabama
$344K +$98K +1,167 +43%
LWCFA
682
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K
NIM
683
NEOS Investment Management
Connecticut
$339K +$12.9K +154 +4%
LFA
684
Legacy Financial Advisors
Kentucky
$337K -$18K -215 -5%
TSWM
685
Triangle Securities Wealth Management
North Carolina
$335K
PP
686
Patron Partners
Texas
$335K -$35.7K -425 -10%
EWA
687
Emergent Wealth Advisors
New York
$332K -$278K -3,310 -47%
FFM
688
Forum Financial Management
Illinois
$331K
PSB
689
Passumpsic Savings Bank
Vermont
$331K +$315K +3,749 New
M
690
MOTCO
Texas
$329K +$279K +3,319 +798%
SL
691
Salomon & Ludwin
Virginia
$327K
MF
692
Montis Financial
Massachusetts
$324K
APWM
693
Argonautica Private Wealth Management
Massachusetts
$321K -$17.8K -212 -5%
NB
694
NBT Bank
New York
$321K -$2.43K -29 -0.8%
SPL
695
Smart Portfolios LLC
Washington
$318K +$13.8K +165 +5%
PCMK
696
Paragon Capital Management (Kansas)
Kansas
$318K
SCG
697
Sonata Capital Group
Washington
$318K
CT
698
Coastline Trust
Rhode Island
$317K -$206K -2,457 -41%
UCFA
699
United Capital Financial Advisors
Texas
$316K +$6.71K +80 +2%
NGA
700
Naples Global Advisors
Florida
$312K +$51.4K +612 +21%

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.