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Canadian Pacific Kansas City
CP

Overview Fund Activity

938 hedge funds and large institutions have $53.7B invested in Canadian Pacific Kansas City in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 298 increasing their positions, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+43
Holders Change %
+4.8%
% of All Funds
13.75%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
129
Increased
298
Reduced
330
Closed
72
Calls
$82.3M
Puts
$90.5M
Net Calls
-$8.26M
Net Calls Change
-$59.9M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$543M
2
Morgan Stanley
Morgan Stanley
New York
+$338M
3
DZ Bank
DZ Bank
Germany
+$302M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$227M
5
MG
Meritage Group
California
+$208M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$451M
2
Capital World Investors
Capital World Investors
California
-$444M
3
ECU
Egerton Capital (UK)
United Kingdom
-$404M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$359M
5
Parnassus Investments
Parnassus Investments
California
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
701
Capital Market Strategies
Florida
$277K – – –
NPT
702
Nixon Peabody Trust
Massachusetts
$277K +$277K +3,500 New
CIA
703
Capital Investment Advisors
Georgia
$276K – – –
WA
704
WBH Advisory
Maryland
$275K +$79 +1 +0%
SEC
705
Seven Eight Capital
New York
$273K -$941K -11,899 -77%
MWM
706
Merriman Wealth Management
Washington
$273K +$9.74K +123 +4%
AFG
707
Atomi Financial Group
New York
$273K +$273K +3,455 New
MGIA
708
Moneta Group Investment Advisors
Missouri
$272K +$553 +7 +0.2%
BF
709
BOK Financial
Oklahoma
$267K +$65.9K +833 +33%
LSAG
710
Lake Street Advisors Group
New Hampshire
$266K +$266K +3,356 New
LWP
711
LMG Wealth Partners
Louisiana
$266K – – –
VFA
712
Valeo Financial Advisors
Indiana
$264K -$17.6K -223 -6%
N
713
Numerai
California
$263K +$263K +3,324 New
SWM
714
SeaCrest Wealth Management
New York
$262K +$15.3K +195 +6%
SCP
715
Sivia Capital Partners
California
$257K +$257K +3,250 New
TPCW
716
TD Private Client Wealth
New York
$256K -$557 -7 -0.2%
WA1
717
Wimmer Associates 1
California
$254K – – –
DLA
718
Douglas Lane & Associates
New York
$253K -$3.48K -44 -1%
KIA
719
Knollwood Investment Advisory
Maryland
$253K +$253K +3,200 New
LIM
720
Leavell Investment Management
Alabama
$252K +$252K +3,181 New
DAS
721
Dynamic Advisor Solutions
Arizona
$252K +$708 +9 +0.3%
SP
722
Successful Portfolios
Florida
$250K – – –
AGC
723
Aspen Grove Capital
Colorado
$250K -$24K -303 -9%
BC
724
Burney Company
Virginia
$247K -$50.4K -638 -17%
AWM
725
Angeles Wealth Management
California
$247K -$5.46K -69 -2%
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