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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 %
CCM
401
Conway Capital Management
California
$1.34M – – –
CAN
402
Cetera Advisor Networks
California
$1.33M +$104K +1,285 +8%
LWAM
403
Legacy Wealth Asset Management
Minnesota
$1.31M +$5.17K +64 +0.4%
ISL
404
Ingalls & Snyder LLC
New York
$1.28M +$35.3K +437 +3%
YCM
405
Yousif Capital Management
Michigan
$1.27M -$8.89K -110 -0.7%
SMH
406
Sanders Morris Harris
Texas
$1.27M +$1.27M +15,604 New
FIM
407
Fruth Investment Management
Texas
$1.26M -$24.2K -300 -2%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$82.3K +1,019 +7%
IB
409
Intrust Bank
Kansas
$1.24M -$2.34K -29 -0.2%
BCM
410
Becker Capital Management
Oregon
$1.24M – – –
GIP
411
Granite Investment Partners
California
$1.23M +$41.7K +516 +4%
AFS
412
Aft Forsyth & Sober
Florida
$1.22M – – –
Brown Advisory
413
Brown Advisory
Maryland
$1.21M +$249K +3,078 +26%
BRWA
414
B. Riley Wealth Advisors
Florida
$1.21M +$29K +358 +2%
FFH
415
Fairfax Financial Holdings
Ontario, Canada
$1.21M – – –
AIM
416
Aigen Investment Management
New York
$1.2M +$988K +12,228 +463%
FMWA
417
Forvis Mazars Wealth Advisors
Missouri
$1.19M – – –
Cetera Investment Advisers
418
Cetera Investment Advisers
Illinois
$1.19M +$202K +2,500 +20%
CIC
419
Carnegie Investment Counsel
Ohio
$1.18M -$296K -3,666 -20%
Calamos Advisors
420
Calamos Advisors
Illinois
$1.18M +$1.13K +14 +0.1%
JIC
421
Johnson Investment Counsel
Ohio
$1.16M +$4.77K +59 +0.4%
MCM
422
Mitchell Capital Management
Kansas
$1.15M +$70.8K +877 +7%
CFGS
423
Concourse Financial Group Securities
Alabama
$1.14M +$303K +3,737 +36%
IWC
424
Integrated Wealth Concepts
Massachusetts
$1.13M +$1.13M +14,001 New
IA
425
Icon Advisers
Colorado
$1.13M +$1.13M +14,000 New
15 16
17
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