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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 %
KCM
276
Kodai Capital Management
Illinois
$4.69M +$4.69M +59,377 New
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$4.69M +$649K +8,213 +16%
CIA
278
Choate Investment Advisors
Massachusetts
$4.58M +$2.29M +28,929 +100%
Jennison Associates
279
Jennison Associates
New York
$4.58M +$952K +12,036 +26%
SIA
280
SkyView Investment Advisors
New Jersey
$4.56M +$14.9K +188 +0.3%
CWM
281
Compass Wealth Management
Connecticut
$4.56M +$124K +1,558 +3%
MCG
282
McCollum Christoferson Group
New York
$4.48M +$93K +1,170 +2%
Wealth Enhancement Advisory Services
283
Wealth Enhancement Advisory Services
Minnesota
$4.48M +$389K +4,926 +10%
CAM
284
Congress Asset Management
Massachusetts
$4.47M -$802K -10,141 -15%
OCA
285
Otter Creek Advisors
Florida
$4.44M +$1.48M +18,700 +50%
CB
286
Commerce Bank
Missouri
$4.39M +$11.4K +144 +0.3%
GGI
287
GPM Growth Investors
Michigan
$4.35M +$126K +1,597 +3%
BGDI
288
BW Gestao de Investimentos
Brazil
$4.35M – – –
TF
289
Threadgill Financial
Texas
$4.33M +$99.9K +1,264 +2%
CWM
290
Congress Wealth Management
Massachusetts
$4.24M -$170K -2,145 -4%
NCM
291
Narwhal Capital Management
Georgia
$4.23M +$225K +2,850 +6%
MYIA
292
Mount Yale Investment Advisors
Colorado
$4.21M -$208K -2,625 -5%
SAM
293
Shell Asset Management
Netherlands
$4.12M -$1.32M -16,650 -24%
HIM
294
Hillsdale Investment Management
Ontario, Canada
$4.02M -$2.36M -29,860 -37%
FPGK
295
Financial Partners Group (Kansas)
Kansas
$4.02M – – –
TVWM
296
Tower View Wealth Management
Wisconsin
$3.99M +$42.1K +532 +1%
OIA
297
OneDigital Investment Advisors
Kansas
$3.96M +$160K +2,029 +4%
SF
298
Synovus Financial
Georgia
$3.96M +$409K +5,168 +11%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$3.89M -$50.8K -642 -1%
JA
300
JLB & Associates
Michigan
$3.86M +$712K +6,599 +23%
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