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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
CMS
701
Capital Market Strategies
Florida
$309K
NPT
702
Nixon Peabody Trust
Massachusetts
$309K
ECM
703
EagleClaw Capital Management
Massachusetts
$308K +$293K +3,488 New
CIA
704
Capital Investment Advisors
Georgia
$307K
NG
705
Norden Group
Utah
$306K +$291K +3,472 New
Mitsubishi UFJ Trust & Banking
706
Mitsubishi UFJ Trust & Banking
Japan
$305K -$8.39K -100 -3%
MGIA
707
Moneta Group Investment Advisors
Missouri
$302K -$76K -905 -26%
WCM
708
Wunderlich Capital Managemnt
Tennessee
$302K -$39.5K -470 -12%
MWM
709
Merriman Wealth Management
Washington
$302K -$2.35K -28 -0.8%
P
710
&Partners
Tennessee
$299K +$62.1K +740 +28%
LWP
711
LMG Wealth Partners
Louisiana
$296K
SWM
712
SeaCrest Wealth Management
New York
$295K +$2.02K +24 +0.7%
VAM
713
Verity Asset Management
North Carolina
$294K +$280K +3,335 New
BF
714
BOK Financial
Oklahoma
$292K -$4.2K -50 -1%
LSAG
715
Lake Street Advisors Group
New Hampshire
$292K -$4.2K -50 -1%
DAS
716
Dynamic Advisor Solutions
Arizona
$291K +$8.48K +101 +3%
SCP
717
Sivia Capital Partners
California
$289K +$1.93K +23 +0.7%
EH
718
Equitable Holdings
New York
$288K +$13.5K +161 +5%
TPCW
719
TD Private Client Wealth
New York
$288K +$3.02K +36 +1%
PA
720
Procyon Advisors
Connecticut
$288K +$41.8K +498 +18%
LAS
721
LWM Advisory Services
Florida
$287K +$273K +3,255 New
HPG
722
Harvest Portfolios Group
Ontario, Canada
$287K -$42K -500 -13%
WA1
723
Wimmer Associates 1
California
$284K
VFA
724
Valeo Financial Advisors
Indiana
$283K +$9.99K +119 +4%
KIA
725
Knollwood Investment Advisory
Maryland
$282K

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.