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Canadian Pacific Kansas City
CP

Overview Fund Activity

961 hedge funds and large institutions have $52.7B invested in Canadian Pacific Kansas City in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
13.98%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.65%
New
96
Increased
308
Reduced
360
Closed
78
Calls
$104M
Puts
$66.2M
Net Calls
+$38.1M
Net Calls Change
-$22.5M

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$369M
2
UBS AM
UBS AM
Illinois
$218M
3
MU
Mirova US
Massachusetts
$168M
4
Charles Schwab
Charles Schwab
California
$153M
5
Bank of America
Bank of America
North Carolina
$531M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$342M
2
WCM Investment Management
WCM Investment Management
California
$2.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.19B
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Goldman Sachs
Goldman Sachs
New York
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$8.48M +$234K +2,969 +3%
BCP
227
Bluegrass Capital Partners
Florida
$8.27M +$394K +5,000 +5%
URS
228
Utah Retirement Systems
Utah
$8.22M -$425K -5,400 -5%
BCAM
229
Boston Common Asset Management
Massachusetts
$8.05M -$814K -10,345 -9%
SCM
230
Summerhill Capital Management
Ontario, Canada
$8.03M -$386K -4,899 -5%
LKIM
231
Lawson Kroeker Investment Management
Nebraska
$7.84M -$55.9K -710 -0.7%
ECM
232
Estabrook Capital Management
New York
$7.62M -$117K -1,485 -2%
OIA
233
OneDigital Investment Advisors
Kansas
$7.61M +$3.79M +48,125 +99%
William Blair & Company
234
William Blair & Company
Illinois
$7.42M +$146K +1,855 +2%
TAM
235
Trillium Asset Management
Massachusetts
$7.21M -$163K -2,069 -2%
AP
236
Appleton Partners
Massachusetts
$7.18M +$311K +3,953 +5%
O
237
Ossiam
France
$7.15M -$109K -1,390 -2%
KCM
238
Kornitzer Capital Management
Kansas
$7.1M +$51.8K +658 +0.7%
KJHP
239
K.J. Harrison & Partners
Ontario, Canada
$7.06M -$69K -876 -1%
SBWIC
240
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.01M +$2.1M +26,707 +43%
Truist Financial
241
Truist Financial
North Carolina
$6.92M -$210K -2,670 -3%
GIM
242
Gold Investment Management
Alberta, Canada
$6.75M -$682K -8,664 -9%
UOC
243
UBS O'Connor
Illinois
$6.53M -$6.06M -77,000 -48%
MGWM
244
Marks Group Wealth Management
Minnesota
$6.48M +$291K +3,694 +5%
FT
245
Fiduciary Trust
Massachusetts
$6.47M -$1.11M -14,083 -15%
OAM
246
Oppenheimer Asset Management
New York
$6.41M +$804K +10,217 +14%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$6.35M -$546K -6,929 -8%
CCB
248
Country Club Bank
Missouri
$6.23M -$51.7K -655 -0.8%
Wealth Enhancement Advisory Services
249
Wealth Enhancement Advisory Services
Minnesota
$6.22M -$133K -1,684 -2%
LSWM
250
Lorne Steinberg Wealth Management
Canada
$6.21M -$54.2K -689 -0.9%
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