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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
HGERS
901
Householder Group Estate & Retirement Specialist
Arizona
$21.2K
IGWM
902
ICA Group Wealth Management
Colorado
$21.1K -$4.11K -49 -17%
RMC
903
Resources Management Corp
Connecticut
$20K
IFAM
904
Institutional & Family Asset Management
Colorado
$18.6K +$1.85K +22 +12%
FFO
905
Fortitude Family Office
Arizona
$18.1K
SC
906
SouthState Corp
Florida
$17.6K
CA
907
Continuum Advisory
Idaho
$16.4K +$16.7K +199 New
AGWCA
908
Annis Gardner Whiting Capital Advisors
Florida
$16.3K +$15.4K +184 New
HF
909
Halpern Financial
Virginia
$16.2K
AA
910
Addison Advisors
Vermont
$15.7K
EL
911
EMFO LLC
Florida
$15.7K
VL
912
Vima LLC
Michigan
$15.4K
FMP
913
Financial Management Professionals
Texas
$15K +$252 +3 +2%
SIS
914
Sound Income Strategies
Florida
$14.7K +$14K +167 New
SHIM
915
Stone House Investment Management
Pennsylvania
$14K
JWA
916
JFS Wealth Advisors
Pennsylvania
$13.7K +$168 +2 +1%
PCMC
917
Planning Capital Management Corporation
Pennsylvania
$13.5K
SAM
918
Smartleaf Asset Management
Massachusetts
$13.3K +$12.6K +150 New
RFA
919
Register Financial Advisors
Georgia
$12.7K +$12.1K +144 New
FMII
920
Farmers & Merchants Investments Inc
Nebraska
$12.5K
LSA
921
Leonteq Securities AG
Switzerland
$12.1K +$10.4K +124 +954%
CFD
922
Creative Financial Designs
Indiana
$12K
CB
923
Centennial Bank
Arkansas
$11.9K
BIA
924
Bell Investment Advisors
California
$11.3K +$2.02K +24 +23%
RTL
925
Red Tortoise LLC
Georgia
$11.2K +$10.7K +127 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.