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Canadian Pacific Kansas City
CP

Overview Fund Activity

961 hedge funds and large institutions have $52.7B invested in Canadian Pacific Kansas City in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
13.98%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.65%
New
96
Increased
308
Reduced
360
Closed
78
Calls
$104M
Puts
$66.2M
Net Calls
+$38.1M
Net Calls Change
-$22.5M

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$276M
2
UBS AM
UBS AM
Illinois
+$218M
3
MU
Mirova US
Massachusetts
+$168M
4
Charles Schwab
Charles Schwab
California
+$153M
5
Bank of America
Bank of America
North Carolina
+$144M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$513M
2
WCM Investment Management
WCM Investment Management
California
-$337M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$197M
5
Goldman Sachs
Goldman Sachs
New York
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
451
IHT Wealth Management
Illinois
$1.1M -$123K -1,567 -10%
IA
452
IFP Advisors
Florida
$1.1M -$666K -8,457 -38%
MFA
453
Mayflower Financial Advisors
Massachusetts
$1.09M +$11.6K +147 +1%
CFGS
454
Concourse Financial Group Securities
Alabama
$1.09M -$73.8K -936 -6%
IA
455
Icon Advisers
Colorado
$1.09M – – –
NP
456
Ninepoint Partners
Ontario, Canada
$1.08M -$636K -8,079 -37%
HPG
457
Harvest Portfolios Group
Ontario, Canada
$1.08M +$824K +10,462 +322%
CA
458
Clearstead Advisors
Ohio
$1.07M +$916K +11,630 +609%
SCM
459
Shelton Capital Management
Colorado
$1.06M – – –
IWC
460
Integrated Wealth Concepts
Massachusetts
$1.05M -$72.6K -922 -6%
CCM
461
Coldstream Capital Management
Washington
$1.05M -$195K -2,479 -16%
FMWA
462
Forvis Mazars Wealth Advisors
Missouri
$1.05M -$4.96K -63 -0.5%
CSC
463
Caldwell Sutter Capital
California
$1.04M – – –
AAM
464
Austin Asset Management
Texas
$1.01M +$3.54K +45 +0.4%
WA
465
Wealth Alliance
New York
$1.01M -$18.3K -232 -2%
OIS
466
Okabena Investment Services
Minnesota
$1.01M -$273K -3,463 -21%
CIC
467
Carnegie Investment Counsel
Ohio
$1.01M -$78.7K -1,000 -7%
QCM
468
QRG Capital Management
Illinois
$980K -$32.8K -417 -3%
Calamos Advisors
469
Calamos Advisors
Illinois
$974K -$9.68K -123 -1%
SACTSONJ
470
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$969K – – –
Thrivent Financial for Lutherans
471
Thrivent Financial for Lutherans
Minnesota
$963K -$20.9K -265 -2%
RWM
472
Ritholtz Wealth Management
New York
$962K -$101K -1,277 -9%
MPM
473
Meritage Portfolio Management
Kansas
$950K -$630 -8 -0.1%
QCIG
474
Quad-Cities Investment Group
Iowa
$950K -$7.87K -100 -0.8%
PWPS
475
Pinnacle Wealth Planning Services
Ohio
$947K -$72.8K -925 -7%
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