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Canadian Pacific Kansas City
CP

Overview Fund Activity

969 hedge funds and large institutions have $56B invested in Canadian Pacific Kansas City in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 344 increasing their positions, 328 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
14.02%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.69%
New
93
Increased
344
Reduced
328
Closed
74
Calls
$135M
Puts
$62M
Net Calls
+$73.5M
Net Calls Change
+$35.4M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$199M
2
Fidelity International
2
Fidelity International
Bermuda
$1.05B
3
DZ Bank
3
DZ Bank
Germany
$956M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$368M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$252M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$2.07B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$232M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.24B
4
Morgan Stanley
4
Morgan Stanley
New York
$328M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$672M
Name Holding Trade Value Shares
Change 		Shares
Change %
BST
651
Bath Savings Trust
Maine
$393K – – –
DWP
652
Daymark Wealth Partners
Ohio
$391K +$4.45K +52 +1%
AT
653
American Trust
Kentucky
$387K -$24.8K -290 -6%
BC
654
Barnett & Company
Tennessee
$387K – – –
DTC
655
Davidson Trust Company
Washington
$386K -$2.99K -35 -0.8%
XF
656
XML Financial
Maryland
$386K +$86 +1 +0%
9WM
657
9258 Wealth Management
Ohio
$381K – – –
TSS
658
Two Sigma Securities
New York
$381K -$13.5K -158 -3%
SPL
659
Smart Portfolios LLC
Washington
$378K +$428 +5 +0.1%
BCM
660
Barometer Capital Management
Ontario, Canada
$374K +$374K +3,230 New
MA
661
Montag & Associates
Georgia
$373K – – –
DAS
662
Dynamic Advisor Solutions
Arizona
$371K +$16.3K +190 +5%
DWM
663
Diversify Wealth Management
Utah
$370K -$13.9K -176 -4%
LFA
664
Legacy Financial Advisors
Kentucky
$369K +$48.7K +569 +15%
EW
665
Elyxium Wealth
California
$367K +$367K +4,287 New
AI
666
Atom Investors
Texas
$365K +$1.28K +15 +0.4%
NRW
667
Nova R Wealth
Kansas
$364K +$513 +6 +0.1%
JFG
668
Jefferies Financial Group
New York
$363K -$1.9M -22,200 -84%
FNBOH
669
First National Bank of Hutchinson
Kansas
$362K – – –
BBA
670
BLB&B Advisors
Pennsylvania
$362K – – –
PAA
671
Peregrine Asset Advisers
Oregon
$359K +$5.65K +66 +2%
BIM
672
Baldwin Investment Management
Pennsylvania
$358K – – –
CGL
673
Clarius Group LLC
Washington
$357K -$71.2K -832 -17%
LAS
674
LWM Advisory Services
Florida
$356K +$84.9K +992 +31%
AIA
675
Alera Investment Advisors
Illinois
$355K -$11.6K -136 -3%
25 26
27
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