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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 %
BST
601
Bath Savings Trust
Maine
$371K – – –
IWP
602
Icon Wealth Partners
Texas
$371K -$88.2K -1,092 -19%
XF
603
XML Financial
Maryland
$370K – – –
DTC
604
Davidson Trust Company
Washington
$368K – – –
BC
605
Barnett & Company
Tennessee
$365K – – –
PTC
606
Petrus Trust Company
Texas
$361K +$361K +4,470 New
CWP
607
Cyndeo Wealth Partners
Florida
$361K -$11.7K -145 -3%
SWP
608
Strategic Wealth Partners
Ohio
$359K +$2.18K +27 +0.6%
MWM
609
Meridian Wealth Management
Kentucky
$352K – – –
DIM
610
Delta Investment Management
California
$350K -$5.57K -69 -2%
STA
611
Summit Trail Advisors
New York
$347K +$347K +4,293 New
IP
612
Intellectus Partners
California
$344K – – –
BBA
613
BLB&B Advisors
Pennsylvania
$342K +$342K +4,230 New
BIM
614
Baldwin Investment Management
Pennsylvania
$339K – – –
CAM
615
Cubic Asset Management
Massachusetts
$339K – – –
HPG
616
Harvest Portfolios Group
Ontario, Canada
$331K -$8.08K -100 -2%
LC
617
LCNB Corp
Ohio
$331K -$1.62K -20 -0.5%
PP
618
PDS Planning
Ohio
$329K +$22.9K +284 +7%
WGAM
619
Wilkinson Global Asset Management
New York
$326K – – –
KIA
620
KCM Investment Advisors
California
$324K +$324K +4,013 New
PCM
621
Poehling Capital Management
Wisconsin
$323K – – –
LCS
622
Levin Capital Strategies
New York
$323K +$323K +4,000 New
SFP
623
Sweet Financial Partners
Minnesota
$322K +$4.85K +60 +2%
LFA
624
Legacy Financial Advisors
Kentucky
$322K +$21.4K +265 +7%
SWA
625
SFMG Wealth Advisors
Texas
$322K -$19.1K -236 -6%
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