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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 %
BL
651
Balentine LLC
Georgia
$271K +$30.8K +381 +13%
MWM
652
Merriman Wealth Management
Washington
$269K – – –
OWA
653
Opal Wealth Advisors
New York
$264K +$6.95K +86 +3%
Mitsubishi UFJ Trust & Banking
654
Mitsubishi UFJ Trust & Banking
Japan
$264K -$67K -830 -20%
TPCW
655
TD Private Client Wealth
New York
$263K +$263K +3,257 New
NFG
656
Nations Financial Group
Iowa
$263K -$46.5K -576 -15%
FW
657
FirstPurpose Wealth
Utah
$262K +$8.89K +110 +4%
WA1
658
Wimmer Associates 1
California
$260K – – –
DLA
659
Douglas Lane & Associates
New York
$259K -$13.7K -169 -5%
CS
660
Comerica Securities
Michigan
$259K +$259K +3,196 New
OHWP
661
Oak Harbor Wealth Partners
North Carolina
$257K – – –
SP
662
Successful Portfolios
Florida
$256K +$256K +3,163 New
AWM
663
Angeles Wealth Management
California
$255K +$255K +3,162 New
BWP
664
Baldwin Wealth Partners
Massachusetts
$255K +$1.94K +24 +0.8%
BBW
665
Blue Barn Wealth
Utah
$255K -$4.12K -51 -2%
AF
666
Aldebaran Financial
$253K – – –
SW
667
SVB Wealth
Massachusetts
$251K -$15.6K -193 -6%
AWP
668
Abacus Wealth Partners
California
$250K +$14.4K +178 +6%
EI
669
Ethic Inc
New York
$250K +$250K +3,094 New
Wealth Enhancement Advisory Services
670
Wealth Enhancement Advisory Services
Minnesota
$250K -$151K -1,869 -38%
KWM
671
Kolinsky Wealth Management
New Jersey
$249K +$397 +5 +0.2%
MAS
672
Meeder Advisory Services
Ohio
$245K +$245K +3,037 New
GPA
673
Garrison Point Advisors
California
$242K – – –
HNB
674
Huntington National Bank
Ohio
$242K +$217K +2,692 +880%
State Board of Administration of Florida Retirement System
675
State Board of Administration of Florida Retirement System
Florida
$242K – – –
25 26
27
28 29