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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
GT
151
Greenleaf Trust
Michigan
$22.1M -$224K -2,666 -1%
Pathstone Holdings
152
Pathstone Holdings
New Jersey
$21.7M +$9.96M +118,651 +93%
QI
153
QV Investors
Alberta, Canada
$21.5M +$216K +2,569 +1%
CIS
154
Capital International Sarl
California
$21.5M +$586K +6,983 +3%
CM
155
Cercano Management
Washington
$20.8M -$9.5M -113,229 -32%
FFA
156
First Foundation Advisors
California
$20.7M -$1.65M -19,653 -8%
DMIC
157
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.6M +$341K +4,066 +2%
WPI
158
Walter Public Investments
Canada
$20.4M +$120K +1,429 +0.6%
GU
159
Georgetown University
District of Columbia
$20.2M +$34.2K +408 +0.2%
UIM
160
USS Investment Management
United Kingdom
$20.1M +$1.26M +14,955 +7%
LOAME
161
Lombard Odier Asset Management (Europe)
United Kingdom
$20.1M +$1.2M +14,311 +7%
PFM
162
Premier Fund Managers
United Kingdom
$19.8M +$1.97M +23,445 +12%
CI
163
Capital International
California
$19.4M +$763K +9,095 +4%
BCI
164
Brinker Capital Investments
Pennsylvania
$19.1M +$4.4M +52,463 +32%
OPS
165
Orion Portfolio Solutions
Nebraska
$19.1M +$4.4M +52,463 +32%
Creative Planning
166
Creative Planning
Kansas
$19M +$620K +7,388 +4%
IIM
167
Intact Investment Management
Quebec, Canada
$18M -$25.1M -299,449 -59%
CK
168
Cohen Klingenstein
New York
$18M
NAM
169
NorthCrest Asset Manangement
Minnesota
$17.9M +$45.2K +539 +0.3%
Bank Julius Baer & Co
170
Bank Julius Baer & Co
Switzerland
$17.4M -$6.3M -75,104 -28%
LPL Financial
171
LPL Financial
California
$17.3M -$6.08M -72,476 -27%
Axa
172
Axa
France
$17.2M +$2.93M +34,945 +22%
TC
173
Tenere Capital
New York
$16.6M -$608K -7,238 -4%
SPS
174
Susquehanna Portfolio Strategies
Pennsylvania
$16.6M
BCM
175
Brasada Capital Management
Texas
$16.6M +$244K +2,902 +2%

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.