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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
CIA
801
Concurrent Investment Advisors
Florida
$212K -$50.8K -618 -20%
TC
802
TwinBeech Capital
New York
$212K +$204K +2,483 New
OPOWM
803
One Plus One Wealth Management
Florida
$212K -$174K -2,117 -46%
Group One Trading
804
Group One Trading
Illinois
$212K +$203K +2,475 New
AAM
805
Aureus Asset Management
Massachusetts
$211K -$8.8K -107 -4%
KWM
806
Kingsview Wealth Management
Oregon
$211K +$203K +2,471 New
AWM
807
AE Wealth Management
Kansas
$211K -$23.8K -289 -10%
S
808
Sunpointe
Missouri
$211K -$21.2K -258 -9%
SEIA
809
Signature Estate & Investment Advisors
California
$211K +$203K +2,467 New
RIL
810
Rothschild Investment LLC
Illinois
$210K +$82 +1 +0%
EP
811
Edgestream Partners
New Jersey
$210K +$202K +2,454 New
GI
812
GAMMA Investing
California
$208K +$16K +195 +9%
PWMAG
813
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$200K +2,429 New
AP
814
Atwood & Palmer
Missouri
$205K
RCAG
815
Rehmann Capital Advisory Group
Michigan
$205K +$190K +2,314 New
KTA
816
Keeley-Teton Advisors
Illinois
$205K +$197K +2,396 New
CWP
817
Cyndeo Wealth Partners
Florida
$204K +$196K +2,389 New
WP
818
WMS Partners
Maryland
$204K +$196K +2,385 New
SWA
819
SFMG Wealth Advisors
Texas
$202K +$194K +2,365 New
NHC
820
Nicholas Hoffman & Company
Georgia
$201K +$194K +2,355 New
QWM
821
Quadcap Wealth Management
Texas
$201K +$194K +2,354 New
SS
822
Sunbelt Securities
Texas
$201K +$3.21K +39 +2%
HF
823
HRT Financial
New York
$201K -$441K -5,359 -69%
First Eagle Investment Management
824
First Eagle Investment Management
New York
$201K +$2.47K +30 +1%
CAL
825
Capital Advisors Ltd
Ohio
$195K +$1.73K +21 +0.9%

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.