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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
PFA
826
Pathway Financial Advisers
Indiana
$106K +$84 +1 +0.1%
CTA
827
Colonial Trust Advisors
South Carolina
$104K +$2.35K +28 +2%
AF
828
Advisornet Financial
Minnesota
$103K -$2.52K -30 -2%
HPC
829
HM Payson & Co
Maine
$102K
DJSG
830
D.J. St. Germain
Massachusetts
$99.2K
BHWM
831
Beaird Harris Wealth Management
Texas
$98.8K
PFBT
832
Parkside Financial Bank & Trust
Missouri
$98K -$1.18K -14 -1%
SN
833
Sittner & Nelson
Oregon
$97.1K
GJIA
834
Glass Jacobson Investment Advisors
Maryland
$97K
PB
835
Pinnacle Bancorp
Nebraska
$96K -$6.88K -82 -7%
CWC
836
Carolinas Wealth Consulting
North Carolina
$93K +$84.1K +1,002 +1,927%
SIC
837
Salem Investment Counselors
North Carolina
$90.5K +$672 +8 +0.8%
MPWT
838
MassMutual Private Wealth & Trust
Connecticut
$90.5K +$17.5K +209 +26%
WAG
839
Wiser Advisor Group
Arizona
$86.8K +$5.88K +70 +8%
GEA
840
Glen Eagle Advisors
New Jersey
$84.3K
IBOK
841
Independence Bank of Kentucky
Kentucky
$82.9K +$32.7K +390 +71%
GFL
842
Granite FO LLC
New Hampshire
$82.7K
QC
843
Quent Capital
New York
$80.7K -$84 -1 -0.1%
TFM
844
TFC Financial Management
Massachusetts
$79.4K
PAI
845
Pittenger & Anderson Inc
Nebraska
$76.3K
NIC
846
Northwest Investment Counselors
Oregon
$75.7K +$72K +858 New
KC
847
Knuff & Co
California
$72.8K -$15.8K -188 -19%
OIA
848
Optimum Investment Advisors
Illinois
$69.8K
CAM
849
Close Asset Management
United Kingdom
$68K +$64.6K +770 New
AAM
850
Advisors Asset Management
Colorado
$64.2K -$84 -1 -0.1%

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.