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Canadian Pacific Kansas City
CP

Overview Fund Activity

938 hedge funds and large institutions have $53.7B invested in Canadian Pacific Kansas City in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 298 increasing their positions, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+43
Holders Change %
+4.8%
% of All Funds
13.75%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
129
Increased
298
Reduced
330
Closed
72
Calls
$82.3M
Puts
$90.5M
Net Calls
-$8.26M
Net Calls Change
-$59.9M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$543M
2
Morgan Stanley
Morgan Stanley
New York
+$338M
3
DZ Bank
DZ Bank
Germany
+$302M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$227M
5
MG
Meritage Group
California
+$208M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$451M
2
Capital World Investors
Capital World Investors
California
-$444M
3
ECU
Egerton Capital (UK)
United Kingdom
-$404M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$359M
5
Parnassus Investments
Parnassus Investments
California
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
626
Davenport & Co
Virginia
$393K -$954 -12 -0.2%
TI
627
Tidal Investments
Wisconsin
$392K +$392K +4,956 New
EFS
628
Essex Financial Services
Connecticut
$389K +$1.82K +23 +0.5%
A
629
AJOVista
Massachusetts
$388K +$388K +4,900 New
PFP
630
Pinnacle Financial Partners
Tennessee
$387K -$15.5K -196 -4%
V
631
ViaWealth
Kansas
$386K – – –
Luther King Capital Management (LKCM)
632
Luther King Capital Management (LKCM)
Texas
$385K -$378K -4,778 -49%
SIA
633
Schechter Investment Advisors
Michigan
$385K -$183K -2,299 -32%
IWA
634
Icon Wealth Advisors
Texas
$380K +$380K +4,810 New
LCWP
635
Legacy Capital Wealth Partners
Arkansas
$378K -$30K -380 -7%
SCM
636
Schnieders Capital Management
California
$373K – – –
QWM
637
Quadcap Wealth Management
Texas
$369K +$369K +4,669 New
SFG
638
StrategIQ Financial Group
Indiana
$369K -$1.66K -21 -0.4%
WTB
639
Washington Trust Bank
Washington
$367K +$41.5K +525 +13%
GSEP
640
Golden State Equity Partners
California
$366K -$2.29K -29 -0.6%
BST
641
Bath Savings Trust
Maine
$363K – – –
XF
642
XML Financial
Maryland
$362K +$79 +1 +0%
DWP
643
Daymark Wealth Partners
Ohio
$362K -$464K -5,871 -56%
DTC
644
Davidson Trust Company
Washington
$360K – – –
BC
645
Barnett & Company
Tennessee
$358K – – –
IA
646
IFG Advisory
Georgia
$354K -$263K -3,321 -43%
MCC
647
Malaga Cove Capital
California
$353K +$353K +4,468 New
9WM
648
9258 Wealth Management
Ohio
$353K -$118K -1,489 -25%
SW
649
SVB Wealth
Massachusetts
$350K +$114K +1,439 +48%
WS
650
Wedbush Securities
California
$347K -$24.3K -308 -7%
24 25
26
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