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Canadian Pacific Kansas City
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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 %
OWA
676
Opal Wealth Advisors
New York
$277K +$34.2K +460 +14%
NIM
677
NEOS Investment Management
Connecticut
$275K +$275K +3,696 New
AWA
678
Arkadios Wealth Advisors
Georgia
$275K +$18.8K +253 +7%
MF
679
Montis Financial
Massachusetts
$274K – – –
MA
680
Montag & Associates
Georgia
$269K – – –
PCMK
681
Paragon Capital Management (Kansas)
Kansas
$269K +$14.4K +193 +6%
SCG
682
Sonata Capital Group
Washington
$268K – – –
IPW
683
Inlet Private Wealth
Florida
$268K – – –
Mitsubishi UFJ Trust & Banking
684
Mitsubishi UFJ Trust & Banking
Japan
$265K +$22.3K +300 +9%
VFA
685
Valeo Financial Advisors
Indiana
$265K +$10.5K +141 +4%
LFA
686
Legacy Financial Advisors
Kentucky
$263K -$33.9K -455 -11%
STC
687
Sarah T. Connolly
$260K – – –
CIA
688
Capital Investment Advisors
Georgia
$259K +$259K +3,486 New
WA
689
WBH Advisory
Maryland
$259K -$2.53K -34 -1%
AGC
690
Aspen Grove Capital
Colorado
$258K +$42.8K +574 +20%
CMS
691
Capital Market Strategies
Florida
$257K – – –
BL
692
Balentine LLC
Georgia
$256K +$6.05K +81 +2%
VWA
693
V Wealth Advisors
Kansas
$256K -$1.27M -17,031 -83%
MGIA
694
Moneta Group Investment Advisors
Missouri
$255K +$37.1K +499 +17%
FW
695
FirstPurpose Wealth
Utah
$253K +$11.5K +154 +5%
LWP
696
LMG Wealth Partners
Louisiana
$250K – – –
MFS
697
Mirabella Financial Services
United Kingdom
$249K +$249K +3,344 New
MWM
698
Merriman Wealth Management
Washington
$248K – – –
DLA
699
Douglas Lane & Associates
New York
$241K +$2.6K +35 +1%
TPCW
700
TD Private Client Wealth
New York
$241K -$1.87K -25 -0.8%
26 27
28
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