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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 %
TPW
526
Transatlantique Private Wealth
New York
$731K +$104K +1,320 +17%
GM
527
GeoWealth Management
Illinois
$727K +$116K +1,472 +19%
AMG
528
Asset Management Group
Connecticut
$715K – – –
CWM
529
Calamos Wealth Management
Illinois
$711K -$26.4K -335 -4%
TIAA Trust, National Association
530
TIAA Trust, National Association
North Carolina
$707K +$5.67K +72 +0.8%
XT
531
XTX Topco
Cayman Islands
$704K -$123K -1,568 -15%
PM
532
Phraction Management
Connecticut
$682K -$9.84K -125 -1%
SC
533
Saturna Capital
Washington
$681K -$129K -1,633 -16%
NSEDCP
534
NJ State Employees Deferred Compensation Plan
New Jersey
$681K – – –
AGWCA
535
Annis Gardner Whiting Capital Advisors
Florida
$680K +$666K +8,439 +4,586%
SFP
536
Sweet Financial Partners
Minnesota
$671K – – –
WS
537
Wedbush Securities
California
$655K +$26.1K +332 +4%
IB
538
Intrust Bank
Kansas
$651K -$197K -2,506 -23%
SS
539
Sound Stewardship
Kansas
$650K +$394 +5 +0.1%
GAG
540
GM Advisory Group
New York
$649K +$1.26K +16 +0.2%
Macquarie Group
541
Macquarie Group
Australia
$646K +$24.4K +310 +4%
P
542
&Partners
Tennessee
$641K +$374K +4,753 +140%
TCA
543
Transcend Capital Advisors
New Jersey
$640K +$640K +8,129 New
Parallax Volatility Advisers
544
Parallax Volatility Advisers
California
$636K +$636K +8,082 New
WI
545
Wahed Invest
New York
$635K +$50.7K +881 +9%
CPIG
546
Chicago Partners Investment Group
Illinois
$635K -$4.85K -59 -0.8%
Pacer Advisors
547
Pacer Advisors
Pennsylvania
$634K -$16.5K -210 -3%
IWA
548
Icon Wealth Advisors
Texas
$633K +$198K +2,366 +46%
JSW
549
Journey Strategic Wealth
New Jersey
$625K +$127K +1,618 +26%
QC
550
Quaero Capital
Switzerland
$622K – – –
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