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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
FFM
701
Forum Financial Management
Illinois
$321K -$164 -2 -0.1%
NFG
702
Nations Financial Group
Iowa
$321K +$83.1K +1,011 +37%
PSB
703
Passumpsic Savings Bank
Vermont
$321K
MF
704
Montis Financial
Massachusetts
$314K
PCMK
705
Paragon Capital Management (Kansas)
Kansas
$309K
UCFA
706
United Capital Financial Advisors
Texas
$308K -$7.56K -92 -2%
SCG
707
Sonata Capital Group
Washington
$308K
CT
708
Coastline Trust
Rhode Island
$308K
MAS
709
Meeder Advisory Services
Ohio
$308K +$19.6K +238 +7%
C
710
Certuity
Florida
$307K +$68.6K +834 +30%
OFS
711
OneAscent Financial Services
Alabama
$307K +$10K +122 +4%
WS
712
Wedbush Securities
California
$306K -$390K -4,746 -57%
SCP
713
Sivia Capital Partners
California
$305K +$28.1K +342 +11%
EH
714
Equitable Holdings
New York
$305K -$329 -4 -0.1%
PWM
715
Perigon Wealth Management
California
$305K +$34.9K +424 +13%
CMS
716
Capital Market Strategies
Florida
$299K
NPT
717
Nixon Peabody Trust
Massachusetts
$299K
CIA
718
Capital Investment Advisors
Georgia
$299K +$493 +6 +0.2%
M
719
Murchinson
Ontario, Canada
$296K +$285K +3,463 New
MGIA
720
Moneta Group Investment Advisors
Missouri
$295K +$73.3K +892 +35%
SFG
721
Sterling Financial Group
California
$294K
BBW
722
Blue Barn Wealth
Utah
$292K +$11.4K +139 +4%
LWP
723
LMG Wealth Partners
Louisiana
$288K
VFA
724
Valeo Financial Advisors
Indiana
$284K +$164 +2 +0.1%
ACA
725
Anchor Capital Advisors
Massachusetts
$283K -$3.37K -41 -1%

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.