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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 %
DI
351
Diligent Investors
California
$2.32M -$3.95K -50 -0.2%
PCM
352
Princeton Capital Management
New Jersey
$2.3M -$1.19K -15 -0.1%
Prudential Financial
353
Prudential Financial
New Jersey
$2.29M -$36.9K -467 -2%
KAS
354
Kestra Advisory Services
Texas
$2.29M +$1.22M +15,480 +115%
EPM
355
Equitec Proprietary Markets
Illinois
$2.28M – – –
Focus Partners Wealth
356
Focus Partners Wealth
Massachusetts
$2.25M +$2.25M +28,499 New
CTA
357
Chesley Taft & Associates
Illinois
$2.22M +$2.22M +28,052 New
COI
358
Connable Office Inc
Michigan
$2.2M -$62.1K -785 -3%
First Trust Advisors
359
First Trust Advisors
Illinois
$2.14M +$302K +3,822 +16%
AUB
360
Atlantic Union Bankshares
Virginia
$2.13M -$534K -6,753 -20%
IFWM
361
Institute for Wealth Management
Colorado
$2.12M -$8.14K -103 -0.4%
MBI
362
Montrusco Bolton Investments
Quebec, Canada
$2.08M -$182K -2,295 -8%
BG
363
Bollard Group
Massachusetts
$2.08M -$157K -1,982 -7%
CP
364
CenterBook Partners
Connecticut
$2.07M +$113K +1,432 +6%
MC
365
Moors & Cabot
Massachusetts
$2.06M -$109K -1,375 -5%
Verition Fund Management
366
Verition Fund Management
Connecticut
$2.05M -$3.16M -39,916 -61%
SCM
367
Stonebridge Capital Management
California
$2.02M – – –
HW
368
Hancock Whitney
Mississippi
$1.98M +$67.4K +852 +4%
CAM
369
Claret Asset Management
Quebec, Canada
$1.92M +$1.43K +18 +0.1%
MWAM
370
Manhattan West Asset Management
California
$1.91M +$155K +1,964 +9%
PA
371
Parallel Advisors
California
$1.89M -$77.9K -985 -4%
AssetMark Inc
372
AssetMark Inc
California
$1.88M +$264K +3,341 +16%
IA
373
IFP Advisors
Florida
$1.87M -$117K -1,476 -6%
AWM
374
AE Wealth Management
Kansas
$1.86M -$141K -1,790 -7%
VPIM
375
Vanguard Personalized Indexing Management
California
$1.85M -$91.9K -1,162 -5%
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