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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
CPG
951
Cornerstone Planning Group
New Jersey
$9.85K -$1.46K -19 -13%
RTL
952
Red Tortoise LLC
Georgia
$9.25K
TC
953
Tacita Capital
Ontario, Canada
$9.03K -$462K -5,992 -98%
CAS
954
Coppell Advisory Solutions
Texas
$8.99K +$7.17K +93 +291%
TPW
955
Talon Private Wealth
Florida
$8.61K
PK
956
Pflug Koory
Nebraska
$8.32K
KWAG
957
Kiely Wealth Advisory Group
North Carolina
$7.81K
CTWM
958
Cherry Tree Wealth Management
Minnesota
$7.6K
API
959
Asset Planning Inc
California
$7.24K +$7.71K +100 New
FMP
960
Financial Management Professionals
Texas
$7.17K -$8.78K -114 -54%
CIA
961
Cape Investment Advisory
Georgia
$6.88K -$2.08K -27 -22%
OA
962
Operose Advisors
Wisconsin
$6.88K +$7.32K +95 New
ME
963
McIlrath & Eck
Washington
$6.44K -$17.6K -228 -72%
EBA
964
Eagle Bay Advisors
New York
$6.22K -$616 -8 -9%
KA
965
Kozak & Associates
Colorado
$6.21K +$6.47K +84 New
PWMG
966
Private Wealth Management Group
New Jersey
$6.01K
CMP
967
Coston McIsaac & Partners
Maine
$6K
CWC
968
Carolinas Wealth Consulting
North Carolina
$5.73K +$1.23K +16 +25%
MTIC
969
Missouri Trust & Investment Company
Missouri
$5.43K +$5.78K +75 New
PWA
970
Physician Wealth Advisors
Utah
$5.28K +$5.62K +73 New
RWS
971
Retirement Wealth Solutions
Wisconsin
$5K +$5.16K +67 New
HBW
972
Hazlett, Burt & Watson
West Virginia
$5K
PCM
973
Penserra Capital Management
California
$5K
SSB
974
Sandy Spring Bank
Maryland
$4.49K +$4.78K +62 New
CAM
975
Creekmur Asset Management
Illinois
$3.65K -$2.54K -33 -40%

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.