CP icon

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 %
NERM
326
New England Research & Management
Illinois
$2.48M +$610K +7,550 +33%
AI
327
Atria Investments
North Carolina
$2.48M -$470K -5,815 -16%
CIP
328
Capital Insight Partners
Arizona
$2.46M +$40.1K +497 +2%
WP
329
WealthSource Partners
California
$2.42M +$833K +10,309 +52%
MBI
330
Montrusco Bolton Investments
Quebec, Canada
$2.42M -$9.22K -114 -0.4%
WCA
331
Waratah Capital Advisors
Ontario, Canada
$2.4M -$7.75M -96,033 -76%
DI
332
Diligent Investors
California
$2.38M – – –
DADC
333
D.A. Davidson & Co
Montana
$2.36M -$271K -3,352 -10%
EPM
334
Equitec Proprietary Markets
Illinois
$2.33M – – –
JA
335
JLB & Associates
Michigan
$2.33M +$391K +3,843 +20%
SCM
336
Stonebridge Capital Management
California
$2.32M -$163K -2,018 -7%
IA
337
IFP Advisors
Florida
$2.29M +$1.15M +14,426 +101%
CWM
338
Calamos Wealth Management
Illinois
$2.22M -$15.3K -189 -0.7%
PFM
339
Premier Fund Managers
United Kingdom
$2.22M +$2.22M +28,000 New
PAS
340
Park Avenue Securities
New York
$2.21M +$475K +5,876 +27%
VCM
341
Vetamer Capital Management
California
$2.21M -$66.2K -820 -3%
IFWM
342
Institute for Wealth Management
Colorado
$2.2M +$2.2M +27,262 New
FA
343
FDx Advisors
Illinois
$2.2M -$61.2K -758 -3%
SC
344
Savant Capital
Illinois
$2.19M +$56.5K +700 +3%
MC
345
Moors & Cabot
Massachusetts
$2.18M +$112K +1,386 +5%
CG
346
Colony Group
Massachusetts
$2.16M +$2.16M +26,697 New
NA
347
NewEdge Advisors
Louisiana
$2.14M -$61.8K -765 -3%
GLA
348
Great Lakes Advisors
Illinois
$2.1M -$60.7K -752 -3%
LNWWM
349
Laird Norton Wetherby Wealth Management
California
$2.06M +$12.9K +160 +0.6%
USAA
350
United Services Automobile Association
Texas
$2.05M +$2.05M +25,387 New
12 13
14
15 16