We are live on ! Find out more
CP icon

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
OHWP
751
Oak Harbor Wealth Partners
North Carolina
$258K +$84 +1 +0%
TCOV
752
Trust Company of Vermont
Vermont
$256K +$54.6K +651 +29%
IA
753
Insight Advisors
Pennsylvania
$255K
BI
754
Berkeley Inc
Idaho
$254K
BWG
755
Boomfish Wealth Group
Georgia
$254K
FCBT
756
First Citizens Bank & Trust
North Carolina
$254K
R
757
Rebalance
California
$254K
SW
758
SMART Wealth
Nebraska
$254K
WAM
759
Westport Asset Management
Connecticut
$254K
JGIA
760
Jackson Grant Investment Advisers
Connecticut
$254K
MWM
761
Mission Wealth Management
California
$253K +$241K +2,870 New
DLA
762
Douglas Lane & Associates
New York
$250K -$30.2K -360 -11%
GSC
763
Grey Street Capital
Illinois
$249K +$237K +2,824 New
M
764
Mirova
France
$247K
HC
765
Hara Capital
Washington
$247K
NFG
766
Nations Financial Group
Iowa
$244K
FWP
767
FAS Wealth Partners
Kansas
$242K +$84 +1 +0%
FCP
768
Fidelis Capital Partners
Florida
$241K +$11.7K +139 +5%
EWM
769
Evercore Wealth Management
New York
$240K -$77.6K -925 -25%
MWM
770
Mattern Wealth Management
Kansas
$240K -$8.81K -105 -4%
DWT
771
Dorsey & Whitney Trust
South Dakota
$239K
VC
772
Veracity Capital
Georgia
$239K -$672 -8 -0.3%
AC
773
Avestar Capital
New York
$236K +$7.64K +91 +4%
1WA
774
180 Wealth Advisors
Washington
$235K +$8.06K +96 +4%
ESB
775
Essex Savings Bank
Connecticut
$234K

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.