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Canadian Pacific Kansas City
CP

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: 946 → 965 (+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: 49 → 49 (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

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$347M
2
Franklin Resources
Franklin Resources
California
+$317M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
4
Fidelity International
Fidelity International
Bermuda
+$196M
5
Goldman Sachs
Goldman Sachs
New York
+$172M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$297M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$231M
3
Parnassus Investments
Parnassus Investments
California
-$194M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$179M
5
UBS AM
UBS AM
Illinois
-$172M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
726
Global Retirement Partners
California
$282K +$19.6K +233 +8%
Jones Financial Companies
727
Jones Financial Companies
Missouri
$282K +$97.2K +1,158 +57%
PWM
728
Perigon Wealth Management
California
$280K +$267K +3,179 New
AGC
729
Aspen Grove Capital
Colorado
$279K – – –
SP
730
Successful Portfolios
Florida
$276K -$2.43K -29 -0.9%
AWM
731
Angeles Wealth Management
California
$276K +$504 +6 +0.2%
BC
732
Burney Company
Virginia
$276K – – –
HC
733
Henshaw Capital
Massachusetts
$274K – – –
MAS
734
Meeder Advisory Services
Ohio
$271K +$8.98K +107 +4%
BP
735
BBR Partners
New York
$271K +$32.7K +390 +15%
DAS
736
Diversify Advisory Services
Utah
$270K +$258K +3,077 New
SRC
737
Stone Run Capital
New York
$270K – – –
EWA
738
EP Wealth Advisors
California
$269K +$27.1K +323 +12%
FNT
739
First Nebraska Trust
Nebraska
$268K – – –
ES
740
ETF Store
Kansas
$268K +$255K +3,039 New
CBFP
741
Cedar Brook Financial Partners
Ohio
$268K +$5.37K +64 +2%
AAM
742
Aureus Asset Management
Massachusetts
$266K – – –
QWM
743
Quaker Wealth Management
New Jersey
$265K – – –
GPA
744
Garrison Point Advisors
California
$265K – – –
BBW
745
Blue Barn Wealth
Utah
$264K +$17.3K +206 +7%
WA
746
WBH Advisory
Maryland
$264K -$41K -488 -14%
ANBT
747
American National Bank & Trust
Texas
$262K – – –
AWP
748
Abacus Wealth Partners
California
$261K +$3.11K +37 +1%
PSP
749
Principal Street Partners
Tennessee
$260K +$251K +2,995 New
JWM
750
Janiczek Wealth Management
Colorado
$258K +$57.2K +682 +30%
28 29
30
31 32

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.