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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 %
WCM
626
Wunderlich Capital Managemnt
Tennessee
$315K -$2.02K -25 -0.6%
AC
627
Avestar Capital
New York
$315K +$8.25K +102 +3%
MGIA
628
Moneta Group Investment Advisors
Missouri
$314K -$78.2K -731 -20%
FAFN
629
First Affirmative Financial Network
Colorado
$311K +$73.9K +915 +31%
NRW
630
Nova R Wealth
Kansas
$309K – – –
TSWM
631
Triangle Securities Wealth Management
North Carolina
$307K – – –
BC
632
Burney Company
Virginia
$304K – – –
FFM
633
Forum Financial Management
Illinois
$303K +$303K +3,757 New
SL
634
Salomon & Ludwin
Virginia
$302K +$88.8K +1,100 +42%
QI
635
Qtron Investments
Massachusetts
$302K – – –
M
636
Mirova
France
$300K -$121K -1,503 -29%
MF
637
Montis Financial
Massachusetts
$297K – – –
EWM
638
Evercore Wealth Management
New York
$297K +$82.4K +1,020 +38%
APWM
639
Argonautica Private Wealth Management
Massachusetts
$296K +$296K +3,670 New
MA
640
Montag & Associates
Georgia
$292K – – –
DA
641
Dover Advisors
Virginia
$291K +$291K +3,602 New
SCG
642
Sonata Capital Group
Washington
$291K – – –
IPW
643
Inlet Private Wealth
Florida
$290K – – –
WA
644
WBH Advisory
Maryland
$284K – – –
STC
645
Sarah T. Connolly
$283K – – –
CMS
646
Capital Market Strategies
Florida
$283K +$283K +3,500 New
AWA
647
Arkadios Wealth Advisors
Georgia
$278K +$23.3K +289 +9%
PCMK
648
Paragon Capital Management (Kansas)
Kansas
$276K – – –
VFA
649
Valeo Financial Advisors
Indiana
$276K -$9.69K -120 -3%
LWP
650
LMG Wealth Partners
Louisiana
$271K – – –
24 25
26
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