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Canadian Pacific Kansas City

997 hedge funds and large institutions have $47.6B invested in Canadian Pacific Kansas City in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 314 increasing their positions, 353 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $120M | Put options by funds: $75.8M

32% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 112

2% more funds holding

Funds holding: 978997 (+19)

1.4% less ownership

Funds ownership: 71.68%70.28% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 353

17% less capital invested

Capital invested by funds: $57.2B → $47.6B (-$9.62B)

21% less funds holding in top 10

Funds holding in top 10: 4838 (-10)

Holders
997
Holders Change
+19
Holders Change %
+1.94%
% of All Funds
13.13%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.5%
New
148
Increased
314
Reduced
353
Closed
112
Calls
$120M
Puts
$75.8M
Net Calls
+$44.3M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
901
Plante Moran Financial Advisors
Michigan
$36K +$2.54K +33 +7%
RMP
902
Richards, Merrill & Peterson
Washington
$35.7K +$38K +493 New
YP
903
YANKCOM Partnership
South Dakota
$35.6K +$37.9K +492 New
TFIPS
904
Towarzystwo Funduszy Inwestycyjnych PZU SA
$34.8K
SFGP
905
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$34.4K +$36.6K +475 New
KIM
906
Kestra Investment Management
Texas
$33.2K +$35.4K +459 New
LI
907
LRI Investments
Florida
$32.5K
ADL
908
Asset Dedication LLC
California
$32.4K
Kayne Anderson Rudnick Investment Management
909
Kayne Anderson Rudnick Investment Management
California
$31.5K
BWM
910
Bernard Wealth Management
Michigan
$31.5K +$33.5K +435 New
FWM
911
FSA Wealth Management
Massachusetts
$28.9K
OAJ
912
Ogorek Anthony Joseph
New York
$27K
LOIP
913
Live Oak Investment Partners
Texas
$26.9K
OP
914
ORG Partners
Indiana
$26.1K
AW
915
Avion Wealth
Texas
$25K
HWM
916
Hemington Wealth Management
Virginia
$24K
HCP
917
Hexagon Capital Partners
Arkansas
$24K +$462 +6 +2%
CWM
918
Crowley Wealth Management
Delaware
$23.6K +$25.1K +326 New
SVCP
919
Silicon Valley Capital Partners
California
$22.7K
TFA
920
Toth Financial Advisory
Virginia
$21.9K
EF
921
Empowered Funds
Pennsylvania
$21.8K +$23.2K +301 New
CA
922
Continuum Advisory
Idaho
$21.7K +$7.24K +94 +46%
GFPC
923
Global Financial Private Client
Florida
$21.5K -$3.7K -48 -14%
B
924
Birchbrook
Maine
$20.8K
TCM
925
TruNorth Capital Management
Michigan
$20.8K

CP Hedge Fund Activity: Q4 2024 in Review

997 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2024, worth a combined $47.6B — down 17% from $57.2B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new CP positions and 112 closed out — a net gain of 36 holders — while 314 added to existing stakes and 353 trimmed.

The largest buyer was Causeway Capital Management, adding an estimated $515M. The largest seller was Capital World Investors, exiting entirely with an estimated $1.11B sold.

  • 997 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2024, up from 978 in Q3 2024.
  • Funds reported $47.6B of Canadian Pacific Kansas City stock for Q4 2024, down 17% quarter-over-quarter.
  • 148 funds opened new Canadian Pacific Kansas City positions in Q4 2024 and 112 closed out, a net change of +36 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2024 was Causeway Capital Management, an estimated $515M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2024 was Capital World Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2024.