We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

997 hedge funds and large institutions have $47.6B invested in Canadian Pacific Kansas City in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 314 increasing their positions, 353 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $120M | Put options by funds: $75.8M

32% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 112

2% more funds holding

Funds holding: 978997 (+19)

1.4% less ownership

Funds ownership: 71.68%70.28% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 353

17% less capital invested

Capital invested by funds: $57.2B → $47.6B (-$9.62B)

21% less funds holding in top 10

Funds holding in top 10: 4838 (-10)

Holders
997
Holders Change
+19
Holders Change %
+1.94%
% of All Funds
13.13%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.5%
New
148
Increased
314
Reduced
353
Closed
112
Calls
$120M
Puts
$75.8M
Net Calls
+$44.3M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
726
Forum Financial Management
Illinois
$273K +$1.7K +22 +0.6%
EWA
727
Emergent Wealth Advisors
New York
$273K
Group One Trading
728
Group One Trading
Illinois
$273K +$99.8K +1,295 +52%
PSB
729
Passumpsic Savings Bank
Vermont
$271K
OFS
730
OneAscent Financial Services
Alabama
$271K +$12.9K +167 +5%
WTC
731
WhitTier Trust Company
Nevada
$266K -$117K -1,514 -29%
OFA
732
Oak Family Advisors
Illinois
$262K +$279K +3,621 New
AAMC
733
Asset Allocation & Management Company
Illinois
$262K +$279K +3,618 New
LIM
734
Leavell Investment Management
Alabama
$262K -$770K -10,000 -73%
SCG
735
Sonata Capital Group
Washington
$261K
CT
736
Coastline Trust
Rhode Island
$261K
NPT
737
Nixon Peabody Trust
Massachusetts
$259K +$6.55K +85 +2%
AO
738
Advisor OS
Illinois
$259K -$194K -2,521 -41%
GGA
739
Granite Group Advisors
Connecticut
$259K -$36.6K -475 -12%
WS
740
Wedbush Securities
California
$257K -$1.62K -21 -0.6%
FGWP
741
Founders Grove Wealth Partners
Virginia
$257K +$273K +3,548 New
CIA
742
Concurrent Investment Advisors
Florida
$255K +$80.1K +1,039 +42%
PWM
743
Perigon Wealth Management
California
$254K -$11.8K -153 -4%
CMS
744
Capital Market Strategies
Florida
$253K
AT
745
American Trust
Kentucky
$252K -$80.1K -1,040 -23%
LGW
746
Leslie Global Wealth
Illinois
$252K +$268K +3,481 New
SPC
747
Sigma Planning Corp
Michigan
$250K -$25K -325 -9%
HIIFS
748
Harel Insurance Investments & Financial Services
Israel
$249K +$265K +3,435 New
PCMK
749
Paragon Capital Management (Kansas)
Kansas
$247K -$14.9K -193 -5%
SA
750
Sovran Advisors
California
$244K +$253K +3,290 New

CP Hedge Fund Activity: Q4 2024 in Review

997 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2024, worth a combined $47.6B — down 17% from $57.2B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CP positions and 112 closed out — a net gain of 36 holders — while 314 added to existing stakes and 353 trimmed.

The largest buyer was Causeway Capital Management, adding an estimated $515M. The largest seller was Capital World Investors, exiting entirely with an estimated $1.11B sold.

  • 997 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2024, up from 978 in Q3 2024.
  • Funds reported $47.6B of Canadian Pacific Kansas City stock for Q4 2024, down 17% quarter-over-quarter.
  • 148 funds opened new Canadian Pacific Kansas City positions in Q4 2024 and 112 closed out, a net change of +36 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2024 was Causeway Capital Management, an estimated $515M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2024 was Capital World Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2024.