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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
JEST
801
JTC Employer Solutions Trustee
Jersey
$201K
First Eagle Investment Management
802
First Eagle Investment Management
New York
$201K +$1.68K +20 +0.9%
CAL
803
Capital Advisors Ltd
Ohio
$190K +$8.81K +105 +5%
BWP
804
Baldwin Wealth Partners
Massachusetts
$188K +$85.2K +1,015 +91%
AA
805
Ancora Advisors
Ohio
$184K -$25.8K -307 -13%
LFG
806
Larson Financial Group
Missouri
$183K +$169K +2,008 +2,953%
LC
807
Lindbrook Capital
California
$182K +$8.98K +107 +5%
CFO
808
CVA Family Office
Colorado
$182K
VNA
809
Valley National Advisers
Pennsylvania
$181K -$4.87K -58 -3%
PP
810
Pacifica Partners
Canada
$177K +$39.6K +472 +30%
AT
811
Arlington Trust
Alabama
$168K -$11.5K -137 -7%
Qube Research & Technologies (QRT)
812
Qube Research & Technologies (QRT)
United Kingdom
$162K -$3.36M -40,047 -96%
GIS
813
Grayhawk Investment Strategies
Alberta, Canada
$160K
FFA
814
Farther Finance Advisors
California
$159K +$7.13K +85 +5%
CA
815
Clearstead Advisors
Ohio
$157K -$1.43K -17 -0.9%
BBHC
816
Brown Brothers Harriman & Co
New York
$154K -$192K -2,290 -57%
HIA
817
Harbor Investment Advisory
Maryland
$151K +$672 +8 +0.5%
CA
818
CoreCap Advisors
Michigan
$144K +$137K +1,635 New
GWSG
819
GPS Wealth Strategies Group
Colorado
$135K
OC
820
Oakworth Capital
Alabama
$129K +$5.04K +60 +4%
HI
821
Harbour Investments
Wisconsin
$126K -$504 -6 -0.4%
MG
822
Mather Group
Illinois
$125K +$132K +1,575 New
MHR
823
Matthew Hamilton Rosenberg
$121K -$84 -1 -0.1%
GCM
824
Gables Capital Management
Florida
$114K
GI
825
GAMMA Investing
California
$108K +$11.2K +133 +12%

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.