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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 %
CC
501
Cipher Capital
New York
$715K +$715K +8,853 New
ACA
502
Anchor Capital Advisors
Massachusetts
$703K -$15.1K -187 -2%
NSEDCP
503
NJ State Employees Deferred Compensation Plan
New Jersey
$699K – – –
CWM
504
Circle Wealth Management
New Jersey
$694K +$1.62K +20 +0.2%
TA
505
Tiedemann Advisors
New York
$685K -$38.8K -480 -5%
SS
506
Sound Stewardship
Kansas
$676K -$16.2K -200 -2%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$676K -$95K -1,176 -12%
BFS
508
Bradley Foster & Sargent
Connecticut
$673K +$8.48K +105 +1%
TF
509
TIAA FSB
Florida
$671K – – –
GAG
510
GM Advisory Group
New York
$665K – – –
BTWM
511
Baker Tilly Wealth Management
Wisconsin
$661K -$10.1K -125 -2%
SPIA
512
Steward Partners Investment Advisory
New York
$659K -$889 -11 -0.1%
PCP
513
Proficio Capital Partners
Massachusetts
$654K -$2.1K -26 -0.3%
MWM
514
Modera Wealth Management
New Jersey
$646K +$214K +2,653 +50%
BG
515
Bahl & Gaynor
Ohio
$645K -$2.75K -34 -0.4%
WIM
516
Waycross Investment Management
Washington
$639K -$9.53K -118 -1%
Pacer Advisors
517
Pacer Advisors
Pennsylvania
$637K +$56.5K +700 +10%
FTDI
518
First Trust Direct Indexing
Massachusetts
$636K -$68.1K -843 -10%
SC
519
Saturna Capital
Washington
$635K – – –
HCA
520
Harbour Capital Advisors
Virginia
$633K +$8.09K +100 +1%
CCM
521
Coldstream Capital Management
Washington
$630K -$4.28K -53 -0.7%
CPIG
522
Chicago Partners Investment Group
Illinois
$628K +$420K +5,245 +202%
CL
523
Choreo LLC
Illinois
$616K – – –
RhumbLine Advisers
524
RhumbLine Advisers
Massachusetts
$612K +$612K +7,579 New
CFM
525
Capricorn Fund Managers
United Kingdom
$611K +$611K +7,562 New
19 20
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