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Canadian Pacific Kansas City
CP

Overview Fund Activity

961 hedge funds and large institutions have $52.7B invested in Canadian Pacific Kansas City in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
13.98%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.65%
New
96
Increased
308
Reduced
360
Closed
78
Calls
$104M
Puts
$66.2M
Net Calls
+$38.1M
Net Calls Change
-$22.5M

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$276M
2
UBS AM
UBS AM
Illinois
+$218M
3
MU
Mirova US
Massachusetts
+$168M
4
Charles Schwab
Charles Schwab
California
+$153M
5
Bank of America
Bank of America
North Carolina
+$144M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$513M
2
WCM Investment Management
WCM Investment Management
California
-$337M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$197M
5
Goldman Sachs
Goldman Sachs
New York
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
651
Meridian Wealth Management
Kentucky
$366K +$366K +4,653 New
FG
652
Foster Group
Iowa
$363K +$1.42K +18 +0.4%
TSS
653
Two Sigma Securities
New York
$363K +$363K +4,607 New
OPOWM
654
One Plus One Wealth Management
Florida
$362K -$78.3K -994 -18%
BST
655
Bath Savings Trust
Maine
$362K – – –
SF
656
Summit Financial
New Jersey
$361K +$361K +4,582 New
Vontobel Holding
657
Vontobel Holding
Switzerland
$361K -$85.4K -1,085 -19%
GSEP
658
Golden State Equity Partners
California
$361K +$361K +4,583 New
DTC
659
Davidson Trust Company
Washington
$358K – – –
BC
660
Barnett & Company
Tennessee
$356K – – –
IGAM
661
iA Global Asset Management
Quebec, Canada
$356K -$19.4K -246 -5%
DWP
662
Daymark Wealth Partners
Ohio
$355K -$10.1K -128 -3%
XF
663
XML Financial
Maryland
$355K -$5.67K -72 -2%
BFS
664
Bradley Foster & Sargent
Connecticut
$355K +$10.3K +131 +3%
MIF
665
Mediolanum International Funds
Ireland
$354K -$286K -3,871 -45%
IA
666
IFG Advisory
Georgia
$352K +$352K +4,473 New
9WM
667
9258 Wealth Management
Ohio
$351K – – –
SPL
668
Smart Portfolios LLC
Washington
$347K +$63K +800 +22%
NG
669
Norden Group
Utah
$347K +$73.6K +935 +27%
MFS
670
Mirabella Financial Services
United Kingdom
$345K -$229K -2,913 -40%
MA
671
Montag & Associates
Georgia
$344K – – –
AIA
672
Alera Investment Advisors
Illinois
$338K -$768K -9,756 -69%
WTB
673
Washington Trust Bank
Washington
$336K -$8.19K -104 -2%
AWA
674
Arkadios Wealth Advisors
Georgia
$336K +$27.9K +355 +9%
NRW
675
Nova R Wealth
Kansas
$335K +$472 +6 +0.1%
25 26
27
28 29