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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
+$152M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$609M
2
Legal & General Group
Legal & General Group
United Kingdom
-$469M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$376M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$246M
5
Parnassus Investments
Parnassus Investments
California
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZP
526
Zimmer Partners
New York
$606K +$606K +7,500 New
CCM
527
Cohen Capital Management
California
$606K – – –
FWM
528
Forza Wealth Management
Florida
$606K – – –
PTP
529
Platform Technology Partners
New York
$599K – – –
CT
530
Columbia Trust
Oregon
$596K – – –
FC
531
Forte Capital
New York
$593K -$14.1K -175 -2%
AT
532
American Trust
Kentucky
$587K -$15.3K -190 -3%
QCM
533
Quantinno Capital Management
New York
$577K +$19.2K +238 +3%
HSA
534
HBK Sorce Advisory
Pennsylvania
$573K -$7.67K -95 -1%
SIA
535
Schechter Investment Advisors
Michigan
$572K +$3.48K +43 +0.6%
CGL
536
Clarius Group LLC
Washington
$572K -$1.7K -21 -0.3%
PSP
537
Principal Street Partners
Tennessee
$568K -$4.77K -59 -0.8%
HH
538
Hilltop Holdings
Texas
$568K -$28.4K -351 -5%
Balyasny Asset Management
539
Balyasny Asset Management
Illinois
$567K +$567K +7,023 New
BGDI
540
BW Gestao de Investimentos
Brazil
$565K +$565K +7,000 New
PL
541
Perpetual Ltd
Australia
$562K -$9.93K -123 -2%
PM
542
Phraction Management
Connecticut
$561K +$6.22K +77 +1%
RA
543
RFG Advisory
Alabama
$557K -$18K -223 -3%
JWM
544
Jackson Wealth Management
Florida
$544K -$28.4K -351 -5%
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$540K -$2.91K -36 -0.5%
BP
546
Ballentine Partners
Massachusetts
$539K -$45.7K -566 -8%
AAS
547
Avantax Advisory Services
Texas
$534K -$68.6K -849 -11%
AC
548
AXQ Capital
New Jersey
$533K -$121K -1,500 -19%
AO
549
Advisor OS
Illinois
$533K +$38.5K +477 +8%
RWM
550
Ritholtz Wealth Management
New York
$528K +$55.7K +689 +12%
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