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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 %
UCFA
576
United Capital Financial Advisors
Texas
$450K -$47.3K -586 -10%
WS
577
Wedbush Securities
California
$444K +$162 +2 +0%
ALAM
578
Asahi Life Asset Management
Japan
$436K +$436K +5,390 New
BF
579
BOK Financial
Oklahoma
$434K -$50.7K -628 -10%
LB
580
Legacy Bridge
Iowa
$432K -$62.8K -778 -13%
BSW
581
Buckingham Strategic Wealth
Missouri
$429K +$48.1K +596 +13%
KPWS
582
Kestra Private Wealth Services
Texas
$426K -$17.9K -221 -4%
CDH
583
Charles D. Hyman
$423K -$41.2K -510 -9%
WAM
584
Walker Asset Management
Missouri
$421K – – –
AWM
585
Avior Wealth Management
Nebraska
$415K +$67.9K +841 +20%
SI
586
Stephens Inc
Arkansas
$412K +$93.5K +1,157 +29%
SPC
587
Sigma Planning Corp
Michigan
$410K +$24.3K +301 +6%
CNBTD
588
Citizens National Bank Trust Department
Mississippi
$408K – – –
SCM
589
Schnieders Capital Management
California
$407K – – –
FCFC
590
First Commonwealth Financial Corp
Pennsylvania
$404K +$404K +5,000 New
TP
591
Tranquility Partners
Tennessee
$402K +$402K +4,978 New
EFS
592
Essex Financial Services
Connecticut
$400K -$105K -1,297 -21%
V
593
ViaWealth
Kansas
$395K +$395K +4,885 New
PP
594
Patron Partners
Texas
$391K -$4.69K -58 -1%
SS
595
Simplicity Solutions
Minnesota
$390K -$44.8K -554 -10%
BFG
596
Bleakley Financial Group
New Jersey
$390K -$44.8K -554 -10%
WTC
597
WhitTier Trust Company
Nevada
$385K +$13.6K +168 +4%
QIM
598
Quantitative Investment Management
Virginia
$383K +$383K +4,746 New
GSEP
599
Golden State Equity Partners
California
$383K +$44.8K +555 +13%
SFG
600
StrategIQ Financial Group
Indiana
$378K +$378K +4,680 New
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