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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
MCM
1026
Marathon Capital Management
Maryland
-$230K -2,905 Closed
SA
1027
Sunesis Advisors
Kansas
-$219K -2,770 Closed
OWP
1028
Obermeyer Wealth Partners
Colorado
-$201K -2,543 Closed
AP
1029
Arlington Partners
Alabama
-$160K -2,025 Closed
NMG
1030
New Millennium Group
Utah
-$159K -2,006 Closed
GAMC
1031
Garner Asset Management Corp
Texas
-$161K -1,899 Closed
MFA
1032
McClarren Financial Advisors
Pennsylvania
-$134K -1,697 Closed
RFA
1033
Resurgent Financial Advisors
Georgia
-$79.6K -1,007 Closed
TWM
1034
Tradition Wealth Management
Minnesota
-$78K -982 Closed
GWS
1035
Glassman Wealth Services
Virginia
-$55.5K -702 Closed
MSWM
1036
McGlone Suttner Wealth Management
Wisconsin
-$44.7K -565 Closed
AFS
1037
Annapolis Financial Services
Maryland
-$42.6K -539 Closed
SWM
1038
Sugarloaf Wealth Management
Georgia
-$41.7K -527 Closed
CG
1039
Cutler Group
California
-$23K -300 Closed
WT
1040
Washington Trust
Rhode Island
-$23.7K -300 Closed
CBT
1041
Central Bank & Trust
Kentucky
-$16.7K -211 Closed
EC
1042
EdgeRock Capital
Colorado
-$11.5K -138 Closed
CAM
1043
Chesapeake Asset Management
New York
-$9.8K -124 Closed
ETC
1044
Exchange Traded Concepts
Oklahoma
-$5.38K -68 Closed
PWA
1045
Provenance Wealth Advisors
Florida
-$4.51K -57 Closed
W
1046
WealthCollab
Washington
-$4.03K -51 Closed
VAMG
1047
Voisard Asset Management Group
Michigan
-$475 -6 Closed

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.