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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 %
ANBT
676
American National Bank & Trust
Texas
$240K – – –
GRP
677
Global Retirement Partners
California
$238K +$11.5K +142 +5%
AA
678
Ancora Advisors
Ohio
$237K -$46.5K -576 -16%
AWM
679
Axxcess Wealth Management
California
$236K -$440K -5,446 -65%
NGA
680
Naples Global Advisors
Florida
$236K +$236K +2,920 New
TCOV
681
Trust Company of Vermont
Vermont
$234K -$34.2K -423 -13%
AGC
682
Aspen Grove Capital
Colorado
$234K +$4.37K +54 +2%
BI
683
Berkeley Inc
Idaho
$233K – – –
WAM
684
Westport Asset Management
Connecticut
$233K – – –
SW
685
SMART Wealth
Nebraska
$233K – – –
FCBT
686
First Citizens Bank & Trust
North Carolina
$233K – – –
JGIA
687
Jackson Grant Investment Advisers
Connecticut
$233K – – –
IA
688
Insight Advisors
Pennsylvania
$232K -$21.8K -270 -9%
EH
689
Equitable Holdings
New York
$232K +$232K +2,867 New
SWM
690
SeaCrest Wealth Management
New York
$231K +$231K +2,854 New
EVM
691
Evelyn V. Moreno
$228K – – –
MWM
692
Mattern Wealth Management
Kansas
$228K – – –
BPWM
693
Badgley Phelps Wealth Managers
Washington
$227K -$8.08K -100 -3%
HWA
694
Heritage Wealth Advisors
Virginia
$226K – – –
PCM
695
Penserra Capital Management
California
$226K -$6.93K -86 -3%
CWP
696
Capital Wealth Planning
Florida
$223K -$6.95K -86 -3%
FWP
697
FAS Wealth Partners
Kansas
$218K -$18.7K -232 -8%
BP
698
BBR Partners
New York
$216K – – –
LA
699
LVW Advisors
New York
$215K +$215K +2,661 New
BMM
700
Buffington Mohr McNeal
Idaho
$214K – – –
26 27
28
29 30