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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
BMM
776
Buffington Mohr McNeal
Idaho
$234K
BFM
777
Boston Financial Management
Massachusetts
$234K +$222K +2,650 New
HWA
778
Heritage Wealth Advisors
Virginia
$231K
BS
779
Banco Santander
Spain
$231K +$220K +2,624 New
FW
780
FirstPurpose Wealth
Utah
$230K +$219K +2,611 New
BFO
781
Boston Family Office
Massachusetts
$228K
OWA
782
Opal Wealth Advisors
New York
$227K -$92.1K -1,097 -30%
IC
783
Inscription Capital
Texas
$225K +$214K +2,553 New
PL
784
Perpetual Ltd
Australia
$225K -$3.94K -47 -2%
QI
785
Qtron Investments
Massachusetts
$222K
OPTFSNA
786
Old Point Trust & Financial Services N A
Virginia
$220K
RIL
787
Rothschild Investment LLC
Illinois
$216K -$16.8K -200 -8%
SQA
788
Simon Quick Advisors
New Jersey
$215K +$205K +2,437 New
PWMAG
789
Pinnacle Wealth Management Advisory Group
New Jersey
$214K +$204K +2,429 New
BFEC
790
Benjamin F. Edwards & Company
Missouri
$214K +$8.06K +96 +4%
S
791
Sunpointe
Missouri
$213K +$202K +2,406 New
AP
792
Atwood & Palmer
Missouri
$212K
KTA
793
Keeley-Teton Advisors
Illinois
$211K +$201K +2,396 New
NHC
794
Nicholas Hoffman & Company
Georgia
$211K +$201K +2,395 New
WFI
795
West Family Investments
California
$209K +$199K +2,375 New
SIG
796
Stonegate Investment Group
Alabama
$208K +$198K +2,362 New
GT
797
Glenview Trust
Kentucky
$204K +$194K +2,315 New
SS
798
Sunbelt Securities
Texas
$204K +$5.46K +65 +3%
EPP
799
ETF Portfolio Partners
Kansas
$203K +$194K +2,307 New
ACM
800
Advisors Capital Management
New Jersey
$202K +$192K +2,288 New

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.