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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 %
ONB
551
Old National Bancorp
Indiana
$501K -$269K -3,326 -35%
MFG
552
Midwest Financial Group
Kansas
$499K +$499K +6,175 New
ECM
553
Evergreen Capital Management
Washington
$499K +$12.7K +157 +3%
WI
554
Wahed Invest
New York
$493K +$45.3K +560 +10%
DC
555
Davenport & Co
Virginia
$490K +$41.1K +510 +9%
GAM
556
Gotham Asset Management
New York
$486K +$486K +6,012 New
9WM
557
9258 Wealth Management
Ohio
$485K -$44.7K -554 -8%
MCM
558
MAI Capital Management
Ohio
$485K -$10.4K -129 -2%
FHA
559
First Horizon Advisors
Tennessee
$478K -$202K -2,503 -30%
CCM
560
Cullen Capital Management
New York
$478K – – –
SAM
561
Summit Asset Management
Tennessee
$477K – – –
AT
562
Arden Trust
Delaware
$473K -$463K -5,729 -49%
BGCP
563
Bristol Gate Capital Partners
Ontario, Canada
$473K – – –
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$473K +$153K +1,900 +48%
QCG
565
Quadrant Capital Group
Ohio
$472K -$108K -1,340 -19%
PWG
566
Portside Wealth Group
Utah
$471K +$471K +5,827 New
Vontobel Holding
567
Vontobel Holding
Switzerland
$470K +$470K +5,815 New
CG
568
Caprock Group
Idaho
$469K -$242K -2,988 -34%
LNC
569
Lincoln National Corp
Pennsylvania
$468K +$125K +1,544 +36%
FWIA
570
Fort Washington Investment Advisors
Ohio
$467K – – –
FCCM
571
First City Capital Management
Georgia
$459K – – –
OPOWM
572
One Plus One Wealth Management
Florida
$456K – – –
BFA
573
BMS Financial Advisors
South Dakota
$453K -$13.2K -163 -3%
PFS
574
Prospera Financial Services
Texas
$453K +$25K +310 +6%
TWI
575
Thomas White International
Illinois
$452K +$2.5K +31 +0.6%
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