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Canadian Pacific Kansas City
CP

Overview Fund Activity

938 hedge funds and large institutions have $53.7B invested in Canadian Pacific Kansas City in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 298 increasing their positions, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+43
Holders Change %
+4.8%
% of All Funds
13.75%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
129
Increased
298
Reduced
330
Closed
72
Calls
$82.3M
Puts
$90.5M
Net Calls
-$8.26M
Net Calls Change
-$59.9M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$543M
2
Morgan Stanley
Morgan Stanley
New York
+$338M
3
DZ Bank
DZ Bank
Germany
+$302M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$227M
5
MG
Meritage Group
California
+$208M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$451M
2
Capital World Investors
Capital World Investors
California
-$444M
3
ECU
Egerton Capital (UK)
United Kingdom
-$404M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$359M
5
Parnassus Investments
Parnassus Investments
California
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
251
Canal Insurance Company
South Carolina
$6.72M -$1.19M -15,000 -15%
Public Sector Pension Investment Board (PSP Investments)
252
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.71M -$3.56M -44,942 -35%
TG
253
TCW Group
California
$6.56M +$6.56M +82,736 New
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$6.45M +$1.9M +24,001 +42%
IMCOOI
255
Investment Management Corp of Ontario (IMCO)
Canada
$6.42M +$6.42M +81,149 New
LSWM
256
Lorne Steinberg Wealth Management
Canada
$6.19M +$679K +8,575 +12%
EHC
257
Everett Harris & Co
California
$6.18M +$31.6K +400 +0.5%
PGDP
258
Pragma Gestao de Patrimonio
Brazil
$6.17M +$1.82M +23,000 +42%
BPA
259
Beacon Pointe Advisors
California
$6.08M -$77.3K -978 -1%
CCB
260
Country Club Bank
Missouri
$5.92M +$3.3M +41,662 +126%
GCM
261
Greenland Capital Management
New York
$5.85M +$3.58M +45,337 +159%
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$5.84M -$401K -5,076 -6%
MGWM
263
Marks Group Wealth Management
Minnesota
$5.71M +$291K +3,675 +5%
TGCMU
264
Titan Global Capital Management USA
New York
$5.55M +$536K +6,774 +11%
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$5.54M – – –
Asset Management One
266
Asset Management One
Japan
$5.39M +$5.39M +68,000 New
CGH
267
Crossmark Global Holdings
Texas
$5.38M +$221K +2,790 +4%
JAM
268
JCIC Asset Management
Ontario, Canada
$5.21M -$83.5K -1,055 -2%
IGAM
269
iA Global Asset Management
Quebec, Canada
$5.11M -$5.37M -67,921 -51%
MVIP
270
Mar Vista Investment Partners
California
$5.09M – – –
SIM
271
Sterling Investment Management
Arizona
$5.03M +$1.84M +23,271 +58%
Ensign Peak Advisors
272
Ensign Peak Advisors
Utah
$4.84M +$15.5K +200 +0.3%
OAM
273
Oppenheimer Asset Management
New York
$4.82M +$113K +1,430 +2%
SBWIC
274
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.76M +$751K +9,501 +19%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$4.75M +$468K +5,911 +11%
9 10
11
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