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Canadian Pacific Kansas City
CP

Overview Fund Activity

875 hedge funds and large institutions have $53.9B invested in Canadian Pacific Kansas City in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 263 increasing their positions, 270 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.88%
New
154
Increased
263
Reduced
270
Closed
103
Calls
$103M
Puts
$127M
Net Calls
-$24.3M
Net Calls Change
-$39.7M

Top Buyers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$1.16B
2
AIM
2
Allen Investment Management
New York
$339M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$261M
4
RCWMU
4
Rothschild & Co Wealth Management (UK)
United Kingdom
$192M
5
Goldman Sachs
5
Goldman Sachs
New York
$394M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$1.83B
2
Legal & General Group
2
Legal & General Group
United Kingdom
$0
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$124M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$20.8M
5
Parnassus Investments
5
Parnassus Investments
California
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$4.15M -$110K -1,358 -3%
FPGK
277
Financial Partners Group (Kansas)
Kansas
$4.13M +$970 +12 +0%
Commonwealth Equity Services
278
Commonwealth Equity Services
Massachusetts
$4.12M +$59.3K +734 +1%
CGIM
279
Capital Group Investment Management
Singapore
$4.1M – – –
TVWM
280
Tower View Wealth Management
Wisconsin
$4.03M -$203K -2,511 -5%
SBWIC
281
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.03M +$505K +6,253 +14%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$3.98M +$100K +1,244 +3%
MYIA
283
Mount Yale Investment Advisors
Colorado
$3.91M -$88.3K -1,093 -2%
AP
284
Appleton Partners
Massachusetts
$3.85M +$1.28M +15,870 +50%
OIA
285
OneDigital Investment Advisors
Kansas
$3.85M +$1.27M +15,770 +49%
RPGK
286
Retirement Planning Group (Kansas)
Kansas
$3.82M – – –
AF
287
Alerus Financial
North Dakota
$3.81M -$69.3K -858 -2%
Man Group
288
Man Group
United Kingdom
$3.74M +$3.74M +46,335 New
MAM
289
Madison Asset Management
Wisconsin
$3.65M +$391K +4,836 +12%
KFP
290
KB Financial Partners
New Jersey
$3.62M +$1.27M +15,770 +54%
CF
291
Concorde Financial
Texas
$3.61M +$3.61M +44,610 New
GIA
292
GHP Investment Advisors
Colorado
$3.56M -$105K -1,295 -3%
SCM
293
Seascape Capital Management
New Hampshire
$3.5M +$3.5M +43,315 New
KeyBank National Association
294
KeyBank National Association
Ohio
$3.39M -$139K -1,718 -4%
BHC
295
Bowen Hanes & Co
Florida
$3.38M -$18.2K -225 -0.5%
Millennium Management
296
Millennium Management
New York
$3.38M -$30.5M -377,105 -90%
DGAM
297
Desjardins Global Asset Management
Quebec, Canada
$3.38M +$3.38M +41,794 New
NCM
298
Narwhal Capital Management
Georgia
$3.34M +$3.34M +41,330 New
NIP
299
Nicholas Investment Partners
California
$3.32M – – –
SF
300
Synovus Financial
Georgia
$3.28M +$372K +4,605 +13%
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