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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
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 %
SCM
426
Shelton Capital Management
Colorado
$1.09M – – –
SVWAG
427
Sound View Wealth Advisors Group
Georgia
$1.08M +$17K +211 +2%
AWM
428
Apollon Wealth Management
South Carolina
$1.08M -$34.3K -425 -3%
CSC
429
Caldwell Sutter Capital
California
$1.07M +$1.07M +13,250 New
AL
430
Aspiriant LLC
California
$1.07M +$1.07M +13,200 New
D.E. Shaw & Co
431
D.E. Shaw & Co
New York
$1.06M -$554K -6,855 -34%
SWS
432
SYSTM Wealth Solutions
Illinois
$1.06M +$138K +1,709 +15%
VOYA Investment Management
433
VOYA Investment Management
Georgia
$1.05M +$431K +5,338 +70%
UOC
434
UBS O'Connor
Illinois
$1.05M +$1.05M +12,985 New
AAM
435
Austin Asset Management
Texas
$1.04M – – –
CIS
436
Continental Investors Services
Washington
$1.03M +$517K +6,343 +100%
USCWA
437
U.S. Capital Wealth Advisors
Texas
$1.03M +$1.03M +12,803 New
SCP
438
Stamos Capital Partners
California
$1.03M +$197K +2,440 +24%
GIBU
439
Gulf International Bank (UK)
United Kingdom
$1.02M -$8.08K -100 -0.8%
FCAG
440
First Capital Advisors Group
New Jersey
$1.01M -$2.75K -34 -0.3%
HTHT
441
Hemenway Trust Hemenway Trust
New Hampshire
$1M -$90.1K -1,115 -8%
IC
442
IEQ Capital
California
$997K +$262K +3,243 +36%
ISWM
443
Independent Solutions Wealth Management
New York
$994K +$994K +12,305 New
SACTSONJ
444
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$994K – – –
CT
445
Coastline Trust
Rhode Island
$989K – – –
II
446
Inspire Investing
Idaho
$983K +$983K +12,168 New
GC
447
Guggenheim Capital
Illinois
$982K -$202K -2,496 -17%
QCIG
448
Quad-Cities Investment Group
Iowa
$982K – – –
MPM
449
Meritage Portfolio Management
Kansas
$976K – – –
PFO
450
Pathstone Family Office
New Jersey
$968K -$330K -4,084 -25%
16 17
18
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