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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 %
GA
651
Geller Advisors
New York
$313K +$313K +4,200 New
BIM
652
Baldwin Investment Management
Pennsylvania
$313K – – –
CAM
653
Cubic Asset Management
Massachusetts
$313K – – –
STA
654
Summit Trail Advisors
New York
$311K -$9.32K -125 -3%
IP
655
Intellectus Partners
California
$310K -$7.98K -107 -3%
WTB
656
Washington Trust Bank
Washington
$307K +$307K +4,122 New
LC
657
LCNB Corp
Ohio
$305K – – –
SWA
658
SFMG Wealth Advisors
Texas
$302K +$6.03K +81 +2%
WGAM
659
Wilkinson Global Asset Management
New York
$300K – – –
NFGCM
660
Norman Fields Gottscho Capital Management
New York
$299K +$111K +1,495 +59%
LCS
661
Levin Capital Strategies
New York
$298K – – –
PCM
662
Poehling Capital Management
Wisconsin
$298K – – –
OCBCO
663
Oversea-Chinese Banking Corp (OCBC)
Singapore
$296K +$296K +2,929 New
AC
664
Avestar Capital
New York
$291K +$1.04K +14 +0.4%
GS
665
GTS Securities
New York
$290K +$290K +3,902 New
WCM
666
Wunderlich Capital Managemnt
Tennessee
$290K – – –
HPG
667
Harvest Portfolios Group
Ontario, Canada
$290K -$14.9K -200 -5%
NRW
668
Nova R Wealth
Kansas
$285K +$372 +5 +0.1%
TSWM
669
Triangle Securities Wealth Management
North Carolina
$283K – – –
APWM
670
Argonautica Private Wealth Management
Massachusetts
$282K +$9.23K +124 +3%
BC
671
Burney Company
Virginia
$280K – – –
FFM
672
Forum Financial Management
Illinois
$280K +$149 +2 +0.1%
EWM
673
Evercore Wealth Management
New York
$279K +$5.43K +73 +2%
QI
674
Qtron Investments
Massachusetts
$279K – – –
SL
675
Salomon & Ludwin
Virginia
$278K – – –
25 26
27
28 29