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Canadian Pacific Kansas City
CP

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 %
NFG
701
Nations Financial Group
Iowa
$240K -$2.23K -30 -0.9%
BWP
702
Baldwin Wealth Partners
Massachusetts
$240K +$4.33K +58 +2%
WA1
703
Wimmer Associates 1
California
$239K – – –
AWM
704
Angeles Wealth Management
California
$238K +$2.6K +35 +1%
DAS
705
Dynamic Advisor Solutions
Arizona
$237K +$237K +3,192 New
OHWP
706
Oak Harbor Wealth Partners
North Carolina
$237K – – –
SP
707
Successful Portfolios
Florida
$235K – – –
SWM
708
SeaCrest Wealth Management
New York
$233K +$20.6K +277 +10%
BBW
709
Blue Barn Wealth
Utah
$232K -$3.13K -42 -1%
AWP
710
Abacus Wealth Partners
California
$230K – – –
HF
711
HRT Financial
New York
$230K +$230K +3,104 New
EH
712
Equitable Holdings
New York
$228K +$15.1K +203 +7%
MAS
713
Meeder Advisory Services
Ohio
$225K -$1.04K -14 -0.5%
DWT
714
Dorsey & Whitney Trust
South Dakota
$225K +$28.8K +387 +15%
AAM
715
Aureus Asset Management
Massachusetts
$225K +$30.2K +406 +16%
HT
716
Headlands Technologies
Illinois
$224K +$224K +3,016 New
FCBT
717
First Citizens Bank & Trust
North Carolina
$224K +$9K +121 +4%
QWM
718
Quaker Wealth Management
New Jersey
$223K +$223K +3,002 New
GPA
719
Garrison Point Advisors
California
$223K – – –
HNB
720
Huntington National Bank
Ohio
$223K – – –
SW
721
SVB Wealth
Massachusetts
$222K -$9.45K -127 -4%
ANBT
722
American National Bank & Trust
Texas
$221K – – –
M
723
Mirova
France
$221K -$55.1K -740 -20%
EWA
724
EP Wealth Advisors
California
$220K +$220K +2,959 New
NGA
725
Naples Global Advisors
Florida
$218K – – –
27 28
29
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