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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 %
SWP
551
Stratos Wealth Partners
Ohio
$620K -$2.05K -26 -0.3%
WB
552
WesBanco Bank
West Virginia
$615K -$160K -2,033 -21%
HCA
553
Harbour Capital Advisors
Virginia
$612K -$1.57K -20 -0.3%
HWMO
554
Heritage Wealth Management (Ohio)
Ohio
$612K +$612K +7,623 New
MCM
555
MAI Capital Management
Ohio
$610K +$866 +11 +0.1%
Luther King Capital Management (LKCM)
556
Luther King Capital Management (LKCM)
Texas
$609K -$2.44K -31 -0.4%
HF
557
HRT Financial
New York
$607K +$607K +7,718 New
PTP
558
Platform Technology Partners
New York
$606K +$606K +7,692 New
AWM
559
Avior Wealth Management
Nebraska
$604K -$96.8K -1,230 -14%
BG
560
Bahl & Gaynor
Ohio
$599K – – –
ONB
561
Old National Bancorp
Indiana
$597K +$21.8K +277 +4%
CCM
562
Cohen Capital Management
California
$590K – – –
WA
563
Waverly Advisors
Alabama
$590K +$133K +1,685 +29%
KPWS
564
Kestra Private Wealth Services
Texas
$582K +$167K +2,122 +40%
G
565
GenTrust
Florida
$581K +$581K +7,372 New
UB
566
Umpqua Bank
Oregon
$581K – – –
BFM
567
Boothbay Fund Management
New York
$581K – – –
RA
568
RFG Advisory
Alabama
$577K +$79 +1 +0%
PWG
569
Portside Wealth Group
Utah
$572K +$189K +2,399 +49%
BWL
570
Bogart Wealth LLC
Virginia
$570K -$147K -1,865 -20%
FC
571
Forte Capital
New York
$570K +$6.06K +77 +1%
GS
572
GTS Securities
New York
$566K +$566K +7,183 New
BG
573
Bollard Group
Massachusetts
$558K -$655K -8,318 -54%
Carson Wealth (CWM LLC)
574
Carson Wealth (CWM LLC)
Nebraska
$557K +$37.9K +481 +7%
ASN
575
Advisory Services Network
Georgia
$554K -$143K -1,812 -20%
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