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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
FWP
776
FAS Wealth Partners
Kansas
$235K
VC
777
Veracity Capital
Georgia
$235K +$7.65K +93 +4%
MWM
778
Mattern Wealth Management
Kansas
$233K
GIBU
779
Gulf International Bank (UK)
United Kingdom
$232K -$256K -3,109 -53%
VAS
780
Vestmark Advisory Solutions
Massachusetts
$228K +$219K +2,669 New
CAG
781
Crestwood Advisors Group
Massachusetts
$227K +$219K +2,659 New
EWM
782
Evercore Wealth Management
New York
$227K
BMM
783
Buffington Mohr McNeal
Idaho
$227K -$1.23K -15 -0.6%
BS
784
Banco Santander
Spain
$226K +$1.73K +21 +0.8%
WA
785
WBH Advisory
Maryland
$225K -$25.9K -315 -11%
HWA
786
Heritage Wealth Advisors
Virginia
$225K
IBOK
787
Independence Bank of Kentucky
Kentucky
$225K +$18.5K +225 +9%
1WA
788
180 Wealth Advisors
Washington
$224K -$3.95K -48 -2%
FCP
789
Fidelis Capital Partners
Florida
$222K +$4.6K +56 +2%
GAMC
790
Garner Asset Management Corp
Texas
$222K +$1.64K +20 +0.8%
IC
791
Iconiq Capital
California
$222K +$213K +2,592 New
EWA
792
EP Wealth Advisors
California
$221K +$213K +2,589 New
BFO
793
Boston Family Office
Massachusetts
$221K
AA
794
Alta Advisers
United Kingdom
$220K +$212K +2,573 New
BTI
795
Blue Trust Inc
Georgia
$219K -$261K -3,175 -53%
LC
796
Lindbrook Capital
California
$217K +$65.3K +794 +46%
IA
797
Insight Advisors
Pennsylvania
$217K +$209K +2,538 New
LSAG
798
Lake Street Advisors Group
New Hampshire
$216K -$28.4K -346 -12%
LFG
799
Larson Financial Group
Missouri
$215K +$35.4K +430 +21%
LWCFA
800
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$214K -$101K -1,228 -31%

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.