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

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$1.83B
2
Legal & General Group
Legal & General Group
United Kingdom
$0
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$124M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$20.8M
5
Parnassus Investments
Parnassus Investments
California
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
AE Wealth Management
Kansas
$2.05M -$75.5K -935 -4%
OIS
352
Okabena Investment Services
Minnesota
$2.05M +$650K +8,043 +47%
CIC
353
Chase Investment Counsel
Virginia
$2.04M -$48.8K -604 -2%
PA
354
Parallel Advisors
California
$2.03M +$37.3K +462 +2%
PGDP
355
Pragma Gestao de Patrimonio
Brazil
$2.02M +$2.02M +25,000 New
MOS
356
MGO One Seven
Ohio
$2.02M +$2.02M +24,982 New
Assenagon Asset Management
357
Assenagon Asset Management
Luxembourg
$2M -$29.8K -369 -1%
WT
358
Whittier Trust
California
$1.99M – – –
CAM
359
Claret Asset Management
Quebec, Canada
$1.95M +$13.7K +169 +0.7%
VPIM
360
Vanguard Personalized Indexing Management
California
$1.91M +$128K +1,589 +7%
V
361
Veritable
Delaware
$1.89M -$2.1K -26 -0.1%
API
362
Advisor Partners II
California
$1.89M +$54.2K +671 +3%
COI
363
Connable Office Inc
Michigan
$1.88M -$12.2K -151 -0.6%
HTC
364
Haverford Trust Company
Pennsylvania
$1.86M +$12.1K +150 +0.7%
WW
365
Waterfront Wealth
Kansas
$1.84M +$69K +832 +4%
ECG
366
Edge Capital Group
Georgia
$1.83M – – –
MRCM
367
M&R Capital Management
New Jersey
$1.82M -$14.8K -183 -0.8%
NP
368
Ninepoint Partners
Ontario, Canada
$1.82M – – –
PGIM
369
Pacific Global Investment Management
California
$1.82M -$5.41K -67 -0.3%
First Trust Advisors
370
First Trust Advisors
Illinois
$1.81M -$41.4K -512 -2%
PC
371
Pecaut & Co
Iowa
$1.74M – – –
Mercer Global Advisors
372
Mercer Global Advisors
Colorado
$1.73M +$1.73M +21,402 New
VWA
373
V Wealth Advisors
Kansas
$1.65M -$74.6K -924 -4%
TFP
374
Tilia Fiduciary Partners
North Carolina
$1.61M +$255K +3,151 +19%
SNT
375
SIG North Trading
Pennsylvania
$1.6M -$10.2M -126,425 -86%
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