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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
PWM
876
Partnership Wealth Management
Maryland
$54.9K
CH
877
Canton Hathaway
Rhode Island
$53K
AWM
878
AllSquare Wealth Management
New York
$51.4K
MCM
879
Manchester Capital Management
Vermont
$50.3K +$10.4K +126 +27%
AA
880
AlphaMark Advisors
Kentucky
$49K
KC
881
Knuff & Co
California
$47K -$22.7K -276 -33%
HNB
882
Hilltop National Bank
Wyoming
$45.2K
VC
883
Vestor Capital
Illinois
$44K -$10.5K -128 -20%
HDIM
884
Hanson & Doremus Investment Management
Vermont
$43K
AIM
885
Anchor Investment Management
South Carolina
$42.8K
CHA
886
Carmichael Hill & Associates
Maryland
$42.8K
CT
887
Colonial Trust
South Carolina
$42.8K
FP
888
Financial Perspectives
Minnesota
$42.8K
KSB
889
Kennebec Savings Bank
Maine
$42.4K +$40.8K +496 New
RA
890
Rational Advisors
New York
$41.9K -$6.08K -74 -13%
PTC
891
Private Trust Company
Ohio
$41.7K -$329 -4 -0.8%
HNB
892
Huntington National Bank
Ohio
$41.4K -$15K -182 -27%
TFIPS
893
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.1K
EWA
894
EverSource Wealth Advisors
Alabama
$40.1K +$11.3K +138 +42%
PMFA
895
Plante Moran Financial Advisors
Michigan
$39.8K
ADL
896
Asset Dedication LLC
California
$38.2K +$36.8K +447 New
Kayne Anderson Rudnick Investment Management
897
Kayne Anderson Rudnick Investment Management
California
$37.2K
FWM
898
FSA Wealth Management
Massachusetts
$34.2K +$32.9K +400 New
LI
899
LRI Investments
Florida
$34.2K +$4.52K +55 +14%
AA
900
Addison Advisors
Vermont
$33.5K +$22.9K +279 +247%

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.