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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
VCM
926
Versant Capital Management
Arizona
$15.8K +$9.95K +121 +192%
CA
927
Continuum Advisory
Idaho
$15.6K +$2.88K +35 +20%
HF
928
Halpern Financial
Virginia
$15.4K
SIS
929
Sound Income Strategies
Florida
$14.3K
SHIM
930
Stone House Investment Management
Pennsylvania
$13.6K
FCA
931
FinTrust Capital Advisors
South Carolina
$12.8K +$3.37K +41 +38%
JWA
932
JFS Wealth Advisors
Pennsylvania
$12.2K
FMII
933
Farmers & Merchants Investments Inc
Nebraska
$12.1K
OWP
934
ORG Wealth Partners
Texas
$11.8K +$11.3K +138 New
BIA
935
Bell Investment Advisors
California
$11.5K
CPG
936
Cornerstone Planning Group
New Jersey
$11K +$247 +3 +2%
RTL
937
Red Tortoise LLC
Georgia
$10.9K
CIA
938
Cape Investment Advisory
Georgia
$10.4K
TPW
939
Talon Private Wealth
Florida
$10.2K +$9.78K +119 New
PK
940
Pflug Koory
Nebraska
$9.84K +$9.46K +115 New
BIG
941
Brooklyn Investment Group
New York
$9.24K +$8.88K +108 New
CTWM
942
Cherry Tree Wealth Management
Minnesota
$8.98K
JIP
943
Jaffetilchin Investment Partners
Florida
$8.58K +$8.22K +100 New
EBA
944
Eagle Bay Advisors
New York
$8.04K -$2.55K -31 -25%
SC
945
Steph & Co
Wisconsin
$7.87K +$7.56K +92 New
KWAG
946
Kiely Wealth Advisory Group
North Carolina
$7.71K +$8.22K +100 New
NRG
947
Nemes Rush Group
Michigan
$7.49K
CAM
948
Creekmur Asset Management
Illinois
$7.13K +$2.71K +33 +66%
PWMG
949
Private Wealth Management Group
New Jersey
$7.1K
RWM
950
Reston Wealth Management
Virginia
$6.84K +$6.58K +80 New

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.