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Canadian Pacific Kansas City
CP

Overview Fund Activity

985 hedge funds and large institutions have $47.5B invested in Canadian Pacific Kansas City in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 309 increasing their positions, 351 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+16
Holders Change %
+1.65%
% of All Funds
13.11%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.51%
New
145
Increased
309
Reduced
351
Closed
112
Calls
$120M
Puts
$75.8M
Net Calls
+$44.3M
Net Calls Change
-$29.2M

Top Buyers

1
CCM
Causeway Capital Management
California
+$484M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$399M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$187M
4
Invesco
Invesco
Georgia
+$158M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$129M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.11B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$494M
3
Fidelity International
Fidelity International
Bermuda
-$365M
4
Bessemer Group
Bessemer Group
New Jersey
-$212M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
526
Waverly Advisors
Alabama
$762K +$357K +4,938 +88%
HTHT
527
Hemenway Trust Hemenway Trust
New Hampshire
$759K -$59.3K -820 -7%
LFS
528
Legacy Financial Strategies
Kansas
$754K +$74 +1 +0%
PCM
529
Princeton Capital Management
New Jersey
$751K -$218K -3,016 -23%
V
530
VeraBank
Texas
$750K +$2.68K +37 +0.4%
SC
531
Syon Capital
California
$747K -$106K -1,466 -12%
TCA
532
Transcend Capital Advisors
New Jersey
$734K +$86.7K +1,198 +13%
VT
533
Vise Technologies
New York
$731K +$438K +6,055 +150%
TPW
534
Transatlantique Private Wealth
New York
$728K +$11.4K +157 +2%
AWP
535
Accretive Wealth Partners
New Jersey
$728K +$24.9K +344 +4%
MOS
536
MGO One Seven
Ohio
$726K +$88.3K +1,220 +14%
NG
537
Novem Group
New York
$726K +$726K +10,026 New
SPIA
538
Steward Partners Investment Advisory
New York
$712K -$95K -1,313 -12%
BRWA
539
B. Riley Wealth Advisors
Florida
$711K -$106K -1,468 -13%
CFM
540
Capricorn Fund Managers
United Kingdom
$709K – – –
CG
541
Caprock Group
Idaho
$692K -$1.88K -26 -0.3%
Lido Advisors
542
Lido Advisors
California
$690K +$42.1K +580 +6%
DDC
543
DF Dent & Co
Maryland
$690K +$24.8K +342 +4%
BA
544
Ballast Advisors
Minnesota
$687K +$22.1K +305 +3%
DA
545
Dover Advisors
Virginia
$684K +$214K +2,961 +46%
FMWA
546
Forvis Mazars Wealth Advisors
Missouri
$672K -$294K -4,060 -30%
VWM
547
Venturi Wealth Management
Texas
$660K +$206K +2,852 +46%
AMG
548
Asset Management Group
Connecticut
$655K – – –
FAIM
549
Financial Advocates Investment Management
Washington
$654K -$116K -1,604 -15%
PCA
550
Private Capital Advisors
Connecticut
$651K -$37.4K -517 -5%
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