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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 %
LC
676
LCNB Corp
Ohio
$350K – – –
BFG
677
Bleakley Financial Group
New Jersey
$349K -$11.7K -137 -3%
GGA
678
Granite Group Advisors
Connecticut
$347K -$105K -1,233 -23%
KIA
679
Knollwood Investment Advisory
Maryland
$346K – – –
VT
680
Vise Technologies
New York
$346K +$346K +4,040 New
WGAM
681
Wilkinson Global Asset Management
New York
$345K – – –
AWA
682
Arkadios Wealth Advisors
Georgia
$345K -$20.2K -236 -6%
PCM
683
Poehling Capital Management
Wisconsin
$342K – – –
AWM
684
Axxcess Wealth Management
California
$329K -$5.9K -69 -2%
NIM
685
NEOS Investment Management
Connecticut
$328K +$90.7K +1,060 +38%
TL
686
Tradewinds LLC
North Carolina
$327K +$27.3K +319 +9%
APWM
687
Argonautica Private Wealth Management
Massachusetts
$327K +$1.71K +20 +0.5%
TSWM
688
Triangle Securities Wealth Management
North Carolina
$325K – – –
PP
689
Patron Partners
Texas
$325K – – –
Parallax Volatility Advisers
690
Parallax Volatility Advisers
California
$324K -$368K -4,299 -53%
FPAS
691
Focus Partners Advisor Solutions
Missouri
$323K -$169K -1,978 -34%
SPC
692
Sigma Planning Corp
Michigan
$323K -$25.2K -295 -7%
FFM
693
Forum Financial Management
Illinois
$321K -$171 -2 -0.1%
NFG
694
Nations Financial Group
Iowa
$321K +$86.5K +1,011 +37%
PSB
695
Passumpsic Savings Bank
Vermont
$321K – – –
MF
696
Montis Financial
Massachusetts
$314K – – –
PCMK
697
Paragon Capital Management (Kansas)
Kansas
$309K – – –
UCFA
698
United Capital Financial Advisors
Texas
$308K -$7.87K -92 -2%
SCG
699
Sonata Capital Group
Washington
$308K – – –
CT
700
Coastline Trust
Rhode Island
$308K – – –
26 27
28
29 30