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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 %
Lido Advisors
501
Lido Advisors
California
$833K +$36.2K +459 +5%
CPBTD
502
Central Pacific Bank - Trust Division
Hawaii
$831K – – –
LFS
503
Legacy Financial Strategies
Kansas
$825K – – –
DDC
504
DF Dent & Co
Maryland
$825K -$50.6K -643 -6%
WPW
505
Waldron Private Wealth
Pennsylvania
$821K – – –
V
506
VeraBank
Texas
$813K – – –
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$809K +$72.3K +919 +10%
RFC
508
Regions Financial Corp
Alabama
$807K -$40.5K -515 -5%
CG
509
Carmignac Gestion
France
$803K -$2.03M -25,765 -72%
MOS
510
MGO One Seven
Ohio
$799K -$6.3K -80 -0.8%
SI
511
Stephens Inc
Arkansas
$792K +$46.6K +592 +6%
BA
512
Ballast Advisors
Minnesota
$790K +$43.2K +549 +6%
BJL
513
Brighton Jones LLC
Washington
$786K +$39.1K +497 +5%
GWMR
514
GC Wealth Management RIA
Massachusetts
$782K +$127K +1,611 +19%
CG
515
Caprock Group
Idaho
$781K +$283K +3,593 +57%
CFM
516
Capricorn Fund Managers
United Kingdom
$775K -$382K -4,850 -33%
AWP
517
Accretive Wealth Partners
New Jersey
$757K +$6.85K +87 +0.9%
VSQM
518
V-Square Quantitative Management
Illinois
$752K +$43.1K +400 +6%
PCA
519
Private Capital Advisors
Connecticut
$749K – – –
Jones Financial Companies
520
Jones Financial Companies
Missouri
$747K +$495K +6,292 +197%
IAA
521
Independent Advisor Alliance
North Carolina
$745K -$402K -5,105 -35%
CCIA
522
Campbell & Co Investment Adviser
Maryland
$744K +$744K +9,448 New
PI
523
PEAK6 Investments
Illinois
$739K +$739K +9,392 New
ACM
524
Accent Capital Management
Ohio
$737K – – –
WIM
525
Waycross Investment Management
Washington
$735K -$551 -7 -0.1%
19 20
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