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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 %
SPIA
476
Steward Partners Investment Advisory
New York
$947K +$27.6K +351 +3%
SI
477
Scharf Investments
California
$946K -$6.47M -82,186 -87%
WHC
478
Wulff, Hansen & Co
California
$944K +$55.1K +700 +6%
Twin Tree Management
479
Twin Tree Management
Texas
$938K +$938K +11,914 New
TC
480
Tacita Capital
Ontario, Canada
$931K – – –
SC
481
Syon Capital
California
$926K -$1.5K -19 -0.2%
AF
482
Allworth Financial
California
$924K +$62.3K +745 +7%
II
483
Inspire Investing
Idaho
$914K -$96.4K -1,224 -10%
FFA
484
Fortune Financial Advisors
Kansas
$910K – – –
SWM
485
Shelton Wealth Management
Texas
$905K +$298K +3,789 +49%
ATC
486
Argent Trust Co
Tennessee
$900K +$25.8K +328 +3%
SFA
487
Sequoia Financial Advisors
Ohio
$899K -$28.7K -365 -3%
MIP
488
Marietta Investment Partners
Wisconsin
$896K -$12.6K -160 -1%
First Manhattan
489
First Manhattan
New York
$886K – – –
GIA
490
Guyasuta Investment Advisors
Pennsylvania
$875K – – –
FA
491
FDx Advisors
Illinois
$869K -$553K -7,022 -39%
FTDI
492
First Trust Direct Indexing
Massachusetts
$868K +$66.1K +840 +8%
ISWM
493
Independent Solutions Wealth Management
New York
$864K -$12K -153 -1%
CWM
494
Circle Wealth Management
New Jersey
$864K +$10.2K +130 +1%
PAG
495
Private Advisor Group
New Jersey
$860K +$89K +1,130 +12%
AL
496
Aspiriant LLC
California
$849K -$63.1K -802 -7%
ACH
497
ArrowMark Colorado Holdings
Colorado
$847K – – –
DWM
498
Dorchester Wealth Management
Quebec, Canada
$844K -$9.84K -125 -1%
HTHT
499
Hemenway Trust Hemenway Trust
New Hampshire
$838K -$16.9K -215 -2%
FAIM
500
Financial Advocates Investment Management
Washington
$836K -$97.2K -1,235 -10%
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