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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 %
JWM
726
Jackson Wealth Management
Florida
$217K -$284K -3,815 -57%
TCOV
727
Trust Company of Vermont
Vermont
$216K – – –
GRP
728
Global Retirement Partners
California
$216K +$512 +7 +0.2%
JGIA
729
Jackson Grant Investment Advisers
Connecticut
$215K – – –
BI
730
Berkeley Inc
Idaho
$215K – – –
VC
731
Veracity Capital
Georgia
$215K +$215K +2,884 New
SW
732
SMART Wealth
Nebraska
$215K – – –
WAM
733
Westport Asset Management
Connecticut
$215K – – –
IA
734
Insight Advisors
Pennsylvania
$214K – – –
WC
735
Wexford Capital
Florida
$213K +$213K +2,866 New
MWM
736
Mattern Wealth Management
Kansas
$210K – – –
SA
737
Sunesis Advisors
Kansas
$206K +$206K +2,770 New
CBFP
738
Cedar Brook Financial Partners
Ohio
$206K +$206K +2,762 New
1WA
739
180 Wealth Advisors
Washington
$204K +$20.3K +273 +11%
FWP
740
FAS Wealth Partners
Kansas
$204K +$3.42K +46 +2%
AA
741
Ancora Advisors
Ohio
$201K -$17.6K -236 -8%
HWA
742
Heritage Wealth Advisors
Virginia
$195K -$13K -175 -6%
CTB
743
Country Trust Bank
Illinois
$194K – – –
AAP
744
Arax Advisory Partners
Colorado
$185K +$31.1K +418 +20%
BF
745
BOK Financial
Oklahoma
$181K -$200K -2,825 -53%
AP
746
Atwood & Palmer
Missouri
$179K – – –
JEST
747
JTC Employer Solutions Trustee
Jersey
$169K – – –
First Eagle Investment Management
748
First Eagle Investment Management
New York
$167K +$7.14K +96 +4%
Jones Financial Companies
749
Jones Financial Companies
Missouri
$155K +$155K +2,085 New
NMG
750
New Millennium Group
Utah
$155K -$744 -10 -0.5%
28 29
30
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