CP icon

Canadian Pacific Kansas City
CP

Overview Fund Activity

895 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 314 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
14.27%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
314
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$507M
2
Legal & General Group
Legal & General Group
United Kingdom
+$481M
3
SGA
Sustainable Growth Advisers
Connecticut
+$352M
4
CCM
Causeway Capital Management
California
+$306M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$225M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$612M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$220M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$150M
4
Norges Bank
Norges Bank
Norway
-$139M
5
AIM
Allen Investment Management
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
526
Northwestern Mutual Wealth Management
Wisconsin
$635K +$12.3K +165 +2%
SPIA
527
Steward Partners Investment Advisory
New York
$635K +$27.6K +371 +5%
TIAA Trust, National Association
528
TIAA Trust, National Association
North Carolina
$632K +$632K +8,490 New
TA
529
Tiedemann Advisors
New York
$627K -$4.47K -60 -0.7%
FTDI
530
First Trust Direct Indexing
Massachusetts
$625K +$38.8K +521 +7%
GAG
531
GM Advisory Group
New York
$615K – – –
SS
532
Sound Stewardship
Kansas
$613K -$9.3K -125 -1%
RFC
533
Regions Financial Corp
Alabama
$603K +$603K +8,109 New
AWM
534
Axxcess Wealth Management
California
$603K +$385K +5,173 +177%
Macquarie Group
535
Macquarie Group
Australia
$602K +$588K +7,895 +4,338%
PCP
536
Proficio Capital Partners
Massachusetts
$597K -$4.84K -65 -0.8%
WIM
537
Waycross Investment Management
Washington
$588K – – –
SC
538
Saturna Capital
Washington
$585K – – –
AO
539
Advisor OS
Illinois
$585K +$93.8K +1,261 +19%
HCA
540
Harbour Capital Advisors
Virginia
$584K – – –
IA
541
IFG Advisory
Georgia
$580K +$580K +7,797 New
RhumbLine Advisers
542
RhumbLine Advisers
Massachusetts
$580K +$16K +215 +3%
BG
543
Bahl & Gaynor
Ohio
$577K -$17.1K -230 -3%
BBHC
544
Brown Brothers Harriman & Co
New York
$575K -$157K -2,106 -21%
PTP
545
Platform Technology Partners
New York
$573K – – –
AT
546
American Trust
Kentucky
$568K +$27.1K +364 +5%
CPIG
547
Chicago Partners Investment Group
Illinois
$567K +$14K +198 +3%
CL
548
Choreo LLC
Illinois
$566K – – –
CFM
549
Capricorn Fund Managers
United Kingdom
$563K – – –
CF
550
Concorde Financial
Texas
$559K -$2.77M -37,110 -83%
20 21
22
23 24