CP icon

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 %
V
476
VeraBank
Texas
$834K – – –
SWP
477
Stratos Wealth Partners
Ohio
$826K +$826K +10,224 New
SFA
478
Sequoia Financial Advisors
Ohio
$814K +$814K +10,081 New
WPW
479
Waldron Private Wealth
Pennsylvania
$806K -$48.1K -595 -6%
BCM
480
Bayesian Capital Management
New York
$803K -$2.17M -26,900 -73%
BBHC
481
Brown Brothers Harriman & Co
New York
$794K -$210K -2,595 -21%
ASN
482
Advisory Services Network
Georgia
$794K -$58.3K -722 -7%
PWPS
483
Pinnacle Wealth Planning Services
Ohio
$780K -$53.6K -664 -6%
RCM
484
Ratan Capital Management
Florida
$779K +$779K +9,646 New
Luther King Capital Management (LKCM)
485
Luther King Capital Management (LKCM)
Texas
$774K -$7.75K -96 -1%
PCA
486
Private Capital Advisors
Connecticut
$769K – – –
PAG
487
Private Advisor Group
New Jersey
$768K -$12.3K -152 -2%
BJL
488
Brighton Jones LLC
Washington
$754K +$5.17K +64 +0.7%
AF
489
Allworth Financial
California
$750K -$2.5K -31 -0.3%
AWP
490
Accretive Wealth Partners
New Jersey
$745K +$37.5K +464 +5%
AMG
491
Asset Management Group
Connecticut
$741K – – –
BCM
492
Brookstone Capital Management
Illinois
$739K -$1.1K -14 -0.1%
Lido Advisors
493
Lido Advisors
California
$738K +$74.1K +918 +11%
BA
494
Ballast Advisors
Minnesota
$734K +$734K +9,087 New
CCA
495
Checchi Capital Advisers
California
$734K +$734K +9,085 New
SP
496
Symmetry Partners
Connecticut
$732K – – –
FAIM
497
Financial Advocates Investment Management
Washington
$728K +$8.57K +106 +1%
TPW
498
Transatlantique Private Wealth
New York
$722K +$12.1K +150 +2%
TRCT
499
Tower Research Capital (TRC)
New York
$719K +$1.94K +24 +0.3%
ATC
500
Argent Trust Co
Tennessee
$719K -$11.1K -138 -2%
18 19
20
21 22