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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
TCI Fund Management
1
TCI Fund Management
United Kingdom
$4.7B
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.4B +$11.1M +135,355 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.1B +$52.3M +636,260 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.24B -$131M -1,589,557 -6%
WCM Investment Management
5
WCM Investment Management
California
$2.07B -$503M -6,119,853 -20%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$1.86B -$1.45M -17,623 -0.1%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.7B -$2.95M -35,878 -0.2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.41B -$109M -1,324,341 -7%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$1.29B +$110M +1,334,508 +10%
PSCM
10
Pershing Square Capital Management
New York
$1.27B -$7.23M -87,990 -0.6%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$1.24B +$52.4M +637,827 +5%
Norges Bank
12
Norges Bank
Norway
$1.11B +$2.4M +29,134 +0.2%
Capital World Investors
13
Capital World Investors
California
$1.11B -$37.9M -461,512 -3%
Fidelity International
14
Fidelity International
Bermuda
$1.05B +$179M +2,181,187 +22%
VAM
15
Veritas Asset Management
United Kingdom
$1.04B -$7.15M -86,934 -0.7%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$973M -$16.1M -195,737 -2%
DZ Bank
17
DZ Bank
Germany
$956M +$175M +2,125,308 +23%
SGA
18
Sustainable Growth Advisers
Connecticut
$774M -$17.6M -213,752 -2%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$772M -$33.7M -410,422 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$750M +$31.4M +381,594 +5%
CCM
21
Causeway Capital Management
California
$748M +$59.5M +723,783 +9%
Invesco
22
Invesco
Georgia
$724M +$43.8M +532,976 +7%
ClearBridge Investments
23
ClearBridge Investments
New York
$693M +$21.2M +257,357 +3%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$692M +$46.1M +560,836 +7%
ECU
25
Egerton Capital (UK)
United Kingdom
$672M -$114M -1,380,900 -15%

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.