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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 %
DI
451
DFPG Investments
Utah
$962K +$32.9K +408 +4%
DCP
452
DSM Capital Partners
Florida
$953K +$953K +11,799 New
DDC
453
DF Dent & Co
Maryland
$941K -$61.4K -760 -6%
HVP
454
Hudson Value Partners
Florida
$937K +$89.9K +1,114 +11%
Thrivent Financial for Lutherans
455
Thrivent Financial for Lutherans
Minnesota
$937K +$73.4K +921 +9%
WA
456
Wealth Alliance
New York
$936K +$19.7K +244 +2%
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$930K -$21.6K -268 -2%
WB
458
WesBanco Bank
West Virginia
$927K -$212K -2,627 -19%
GIA
459
Guyasuta Investment Advisors
Pennsylvania
$926K -$26.7K -331 -3%
BS
460
Bessemer Securities
New York
$924K +$60.1K +745 +7%
WTA
461
Washington Trust Advisors
Massachusetts
$923K -$118K -1,462 -11%
JHP
462
James Hambro & Partners
United Kingdom
$921K – – –
MIP
463
Marietta Investment Partners
Wisconsin
$917K +$9.45K +117 +1%
DWM
464
Dorchester Wealth Management
Quebec, Canada
$913K -$105K -1,300 -10%
TC
465
Tacita Capital
Ontario, Canada
$910K -$223K -2,760 -20%
AIA
466
Alera Investment Advisors
Illinois
$895K +$268K +3,323 +43%
MFA
467
Mayflower Financial Advisors
Massachusetts
$890K -$18K -223 -2%
KAS
468
Kestra Advisory Services
Texas
$885K +$339K +4,198 +62%
FFA
469
Fortune Financial Advisors
Kansas
$883K +$883K +10,931 New
AWS
470
Atria Wealth Solutions
New York
$882K +$882K +10,915 New
ACH
471
ArrowMark Colorado Holdings
Colorado
$869K – – –
First Manhattan
472
First Manhattan
New York
$865K -$341K -4,227 -28%
GW
473
GW & Wade
Massachusetts
$863K +$863K +10,682 New
LFS
474
Legacy Financial Strategies
Kansas
$849K – – –
DWP
475
Daymark Wealth Partners
Ohio
$844K -$57.2K -708 -6%
17 18
19
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