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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
DSC
851
Duncker Streett & Co
Missouri
$63.5K
NRG
852
Nemes Rush Group
Michigan
$60.9K +$5.62K +67 +11%
CHC
853
City Holding Co
West Virginia
$60.7K
WIA
854
Wetzel Investment Advisors
Indiana
$60.6K -$13.3K -158 -18%
PWM
855
Partnership Wealth Management
Maryland
$56.6K
VC
856
Vestor Capital
Illinois
$56K -$5.29K -63 -9%
CH
857
Canton Hathaway
Rhode Island
$55K
AWM
858
AllSquare Wealth Management
New York
$53K
ZB
859
Zions Bancorporation
Utah
$52.7K -$755 -9 -1%
RA
860
Rational Advisors
New York
$52.4K
T
861
TOBAM
France
$51K +$48.1K +573 New
AA
862
AlphaMark Advisors
Kentucky
$51K +$48.3K +576 New
VWM
863
Venturi Wealth Management
Texas
$50.8K
Optiver Holding
864
Optiver Holding
Netherlands
$49.6K +$47.3K +563 New
PPC
865
Park Place Capital
Alabama
$49K
CT
866
Caldwell Trust
Florida
$47.2K +$44.9K +535 New
HNB
867
Hilltop National Bank
Wyoming
$45.2K +$43.1K +513 New
AIM
868
Anchor Investment Management
South Carolina
$44.1K
CHA
869
Carmichael Hill & Associates
Maryland
$44.1K
CT
870
Colonial Trust
South Carolina
$44.1K
FP
871
Financial Perspectives
Minnesota
$44.1K
FIM
872
Fernwood Investment Management
Massachusetts
$44.1K +$42K +500 New
HDIM
873
Hanson & Doremus Investment Management
Vermont
$44K
Sands Capital Management
874
Sands Capital Management
Virginia
$44K +$7.97K +95 +24%
MSC
875
MUFG Securities (Canada)
New York
$42.7K +$40.6K +484 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.