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Canadian Pacific Kansas City
CP

Overview Fund Activity

895 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 314 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
14.27%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
314
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$507M
2
Legal & General Group
Legal & General Group
United Kingdom
+$481M
3
SGA
Sustainable Growth Advisers
Connecticut
+$352M
4
CCM
Causeway Capital Management
California
+$306M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$225M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$612M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$220M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$150M
4
Norges Bank
Norges Bank
Norway
-$139M
5
AIM
Allen Investment Management
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
576
MAI Capital Management
Ohio
$483K +$36.7K +493 +8%
SHFA
577
SS&H Financial Advisors
Michigan
$483K +$483K +6,489 New
ECM
578
Evergreen Capital Management
Washington
$474K +$14.5K +195 +3%
CIS
579
Continental Investors Services
Washington
$472K -$472K -6,343 -50%
AAS
580
Avantax Advisory Services
Texas
$472K -$20.2K -272 -4%
CGL
581
Clarius Group LLC
Washington
$468K -$59.1K -794 -11%
BTWM
582
Baker Tilly Wealth Management
Wisconsin
$461K -$148K -1,988 -24%
ST
583
Sabal Trust
Florida
$461K +$461K +6,200 New
SI
584
Stephens Inc
Arkansas
$461K +$81.6K +1,097 +22%
MFG
585
Midwest Financial Group
Kansas
$459K – – –
CT
586
Coastline Trust
Rhode Island
$454K -$457K -6,142 -50%
FHA
587
First Horizon Advisors
Tennessee
$454K +$13.2K +177 +3%
PWG
588
Portside Wealth Group
Utah
$451K +$18.8K +254 +4%
KPWS
589
Kestra Private Wealth Services
Texas
$450K +$57.3K +770 +15%
SPC
590
Sigma Planning Corp
Michigan
$445K +$67.3K +904 +18%
9WM
591
9258 Wealth Management
Ohio
$443K -$4.54K -61 -1%
CCM
592
Cullen Capital Management
New York
$440K – – –
SAM
593
Summit Asset Management
Tennessee
$439K – – –
Vontobel Holding
594
Vontobel Holding
Switzerland
$433K – – –
FWIA
595
Fort Washington Investment Advisors
Ohio
$430K – – –
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$430K – – –
SIG
597
Sargent Investment Group
Maryland
$429K +$429K +5,769 New
MWM
598
Modera Wealth Management
New Jersey
$427K -$168K -2,258 -28%
FCCM
599
First City Capital Management
Georgia
$423K – – –
ALAM
600
Asahi Life Asset Management
Japan
$423K +$20.2K +270 +5%
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