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Canadian Pacific Kansas City
CP

Overview Fund Activity

969 hedge funds and large institutions have $56B invested in Canadian Pacific Kansas City in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 344 increasing their positions, 328 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
14.02%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.69%
New
93
Increased
344
Reduced
328
Closed
74
Calls
$135M
Puts
$62M
Net Calls
+$73.5M
Net Calls Change
+$35.4M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$199M
2
Fidelity International
Fidelity International
Bermuda
+$187M
3
DZ Bank
DZ Bank
Germany
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$127M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$115M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$523M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$136M
4
Morgan Stanley
Morgan Stanley
New York
-$126M
5
ECU
Egerton Capital (UK)
United Kingdom
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
501
Inspire Investing
Idaho
$910K -$83K -970 -8%
FA
502
FDx Advisors
Illinois
$908K -$35.7K -417 -4%
LCWP
503
Legacy Capital Wealth Partners
Arkansas
$900K +$429K +5,014 +91%
AGWCA
504
Annis Gardner Whiting Capital Advisors
Florida
$887K +$148K +1,726 +20%
V
505
VeraBank
Texas
$883K – – –
LFS
506
Legacy Financial Strategies
Kansas
$875K – – –
CWM
507
Circle Wealth Management
New Jersey
$856K -$82.6K -966 -9%
GM
508
GeoWealth Management
Illinois
$851K +$61K +713 +8%
LFAS
509
Level Four Advisory Services
Texas
$851K +$851K +11,024 New
TPW
510
Transatlantique Private Wealth
New York
$847K +$51.6K +603 +6%
CFM
511
Capricorn Fund Managers
United Kingdom
$843K – – –
SCM
512
Sterling Capital Management
North Carolina
$839K +$839K +9,808 New
AWP
513
Accretive Wealth Partners
New Jersey
$831K +$8.38K +98 +1%
SI
514
Scharf Investments
California
$826K -$202K -2,365 -20%
CG
515
Caprock Group
Idaho
$822K -$26.9K -314 -3%
SG Americas Securities
516
SG Americas Securities
New York
$816K -$3.78M -44,139 -82%
PCA
517
Private Capital Advisors
Connecticut
$814K – – –
VSQM
518
V-Square Quantitative Management
Illinois
$808K – – –
IAA
519
Independent Advisor Alliance
North Carolina
$800K -$9.41K -110 -1%
TIAA Trust, National Association
520
TIAA Trust, National Association
North Carolina
$800K +$32.5K +380 +4%
AWM
521
Avior Wealth Management
Nebraska
$793K +$137K +1,599 +21%
WI
522
Wahed Invest
New York
$787K +$89.5K +1,413 +13%
BA
523
Ballast Advisors
Minnesota
$786K -$72.4K -846 -8%
DDC
524
DF Dent & Co
Maryland
$786K -$111K -1,293 -12%
AMG
525
Asset Management Group
Connecticut
$774K -$2.57K -30 -0.3%
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