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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 %
HNB
726
Huntington National Bank
Ohio
$246K +$8.86K +112 +4%
EH
727
Equitable Holdings
New York
$245K +$2.69K +34 +1%
SRC
728
Stone Run Capital
New York
$242K +$242K +3,060 New
AAS
729
Ameritas Advisory Services
Nebraska
$240K +$240K +2,934 New
AAM
730
Aureus Asset Management
Massachusetts
$239K – – –
QWM
731
Quaker Wealth Management
New Jersey
$237K – – –
GPA
732
Garrison Point Advisors
California
$237K – – –
EGM
733
Engineers Gate Manager
New York
$236K -$717K -9,069 -75%
ANBT
734
American National Bank & Trust
Texas
$235K – – –
MAS
735
Meeder Advisory Services
Ohio
$235K -$4.43K -56 -2%
ESB
736
Essex Savings Bank
Connecticut
$234K +$234K +2,961 New
PI
737
PEAK6 Investments
Illinois
$232K +$232K +2,938 New
NGA
738
Naples Global Advisors
Florida
$231K – – –
OHWP
739
Oak Harbor Wealth Partners
North Carolina
$231K -$20.5K -259 -8%
AWP
740
Abacus Wealth Partners
California
$231K -$14.1K -178 -6%
MCM
741
Marathon Capital Management
Maryland
$230K +$230K +2,905 New
GRP
742
Global Retirement Partners
California
$229K +$928 +12 +0.4%
JGIA
743
Jackson Grant Investment Advisers
Connecticut
$229K – – –
CBFP
744
Cedar Brook Financial Partners
Ohio
$229K +$16K +208 +8%
IA
745
Insight Advisors
Pennsylvania
$228K +$1.34K +17 +0.6%
FCBT
746
First Citizens Bank & Trust
North Carolina
$228K -$9.57K -121 -4%
BI
747
Berkeley Inc
Idaho
$228K -$158 -2 -0.1%
SW
748
SMART Wealth
Nebraska
$228K – – –
WAM
749
Westport Asset Management
Connecticut
$228K – – –
BWG
750
Boomfish Wealth Group
Georgia
$228K +$228K +2,884 New
28 29
30
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