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Canadian Pacific Kansas City
CP

Overview Fund Activity

938 hedge funds and large institutions have $53.7B invested in Canadian Pacific Kansas City in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 298 increasing their positions, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+43
Holders Change %
+4.8%
% of All Funds
13.75%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
129
Increased
298
Reduced
330
Closed
72
Calls
$82.3M
Puts
$90.5M
Net Calls
-$8.26M
Net Calls Change
-$59.9M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$543M
2
Morgan Stanley
Morgan Stanley
New York
+$338M
3
DZ Bank
DZ Bank
Germany
+$302M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$227M
5
MG
Meritage Group
California
+$208M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$451M
2
Capital World Investors
Capital World Investors
California
-$444M
3
ECU
Egerton Capital (UK)
United Kingdom
-$404M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$359M
5
Parnassus Investments
Parnassus Investments
California
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
526
Phraction Management
Connecticut
$698K +$128K +1,616 +22%
SP
527
Symmetry Partners
Connecticut
$694K -$24.3K -307 -3%
GW
528
GW & Wade
Massachusetts
$692K +$395 +5 +0.1%
GIBU
529
Gulf International Bank (UK)
United Kingdom
$691K -$111K -1,400 -14%
TIAA Trust, National Association
530
TIAA Trust, National Association
North Carolina
$690K +$19.1K +242 +3%
VSQM
531
V-Square Quantitative Management
Illinois
$687K +$687K +6,583 New
SWP
532
Stratos Wealth Partners
Ohio
$685K -$185K -2,346 -21%
NSEDCP
533
NJ State Employees Deferred Compensation Plan
New Jersey
$684K – – –
Pacer Advisors
534
Pacer Advisors
Pennsylvania
$678K +$316 +4 +0%
SFP
535
Sweet Financial Partners
Minnesota
$674K +$151K +1,910 +29%
FTDI
536
First Trust Direct Indexing
Massachusetts
$671K +$7.35K +93 +1%
EWA
537
Exencial Wealth Advisors
Oklahoma
$661K -$6.55M -82,905 -91%
SC
538
Saturna Capital
Washington
$655K +$33.1K +419 +5%
GAG
539
GM Advisory Group
New York
$654K – – –
CCA
540
Checchi Capital Advisers
California
$654K -$85K -1,075 -12%
SS
541
Sound Stewardship
Kansas
$652K +$395 +5 +0.1%
Arrowstreet Capital
542
Arrowstreet Capital
Massachusetts
$652K +$652K +8,250 New
Northwestern Mutual Wealth Management
543
Northwestern Mutual Wealth Management
Wisconsin
$647K -$27K -342 -4%
AO
544
Advisor OS
Illinois
$646K +$24.5K +310 +4%
SI
545
Stephens Inc
Arkansas
$643K +$154K +1,944 +31%
Acadian Asset Management
546
Acadian Asset Management
Massachusetts
$643K +$643K +8,100 New
MCM
547
MAI Capital Management
Ohio
$641K +$128K +1,617 +25%
AWM
548
Axxcess Wealth Management
California
$640K -$158 -2 -0%
PTP
549
Platform Technology Partners
New York
$639K -$8.44K -100 -1%
CL
550
Choreo LLC
Illinois
$631K +$29.1K +368 +5%
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