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Canadian Pacific Kansas City
CP

Overview Fund Activity

961 hedge funds and large institutions have $52.7B invested in Canadian Pacific Kansas City in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
13.98%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.65%
New
96
Increased
308
Reduced
360
Closed
78
Calls
$104M
Puts
$66.2M
Net Calls
+$38.1M
Net Calls Change
-$22.5M

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$369M
2
UBS AM
UBS AM
Illinois
$218M
3
MU
Mirova US
Massachusetts
$168M
4
Charles Schwab
Charles Schwab
California
$153M
5
Bank of America
Bank of America
North Carolina
$531M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$342M
2
WCM Investment Management
WCM Investment Management
California
$2.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.19B
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Goldman Sachs
Goldman Sachs
New York
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
726
Arax Advisory Partners
Colorado
$263K -$53K -673 -17%
VFA
727
Valeo Financial Advisors
Indiana
$261K -$10.9K -139 -4%
SIG
728
Stonegate Investment Group
Alabama
$260K +$74.1K +941 +40%
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$260K -$192K -2,435 -42%
BBW
730
Blue Barn Wealth
Utah
$258K +$22.1K +281 +9%
ACGA
731
Atlanta Consulting Group Advisors
Georgia
$255K -$140K -1,781 -35%
FHB
732
First Hawaiian Bank
Hawaii
$255K -$1.14M -14,478 -82%
SCP
733
Sivia Capital Partners
California
$254K -$3.7K -47 -1%
WA1
734
Wimmer Associates 1
California
$253K – – –
Mitsubishi UFJ Trust & Banking
735
Mitsubishi UFJ Trust & Banking
Japan
$249K -$23.6K -300 -9%
LAS
736
LWM Advisory Services
Florida
$249K -$7.09K -90 -3%
AWM
737
Angeles Wealth Management
California
$248K +$1.26K +16 +0.5%
SWM
738
SeaCrest Wealth Management
New York
$248K -$16.2K -206 -6%
PWM
739
Perigon Wealth Management
California
$247K -$2.91K -37 -1%
IAA
740
Ironsides Asset Advisors
North Carolina
$247K -$78.7K -1,000 -24%
TPCW
741
TD Private Client Wealth
New York
$247K -$9.76K -124 -4%
ANBT
742
American National Bank & Trust
Texas
$246K +$11.8K +150 +5%
GCM
743
Greenland Capital Management
New York
$246K -$368K -4,678 -60%
CIA
744
Concurrent Investment Advisors
Florida
$244K -$178K -2,256 -42%
FCBT
745
First Citizens Bank & Trust
North Carolina
$244K +$17.2K +218 +8%
DWT
746
Dorsey & Whitney Trust
South Dakota
$243K +$29.8K +378 +14%
AWS
747
Atria Wealth Solutions
New York
$242K -$457K -5,803 -65%
SRC
748
Stone Run Capital
New York
$241K – – –
BC
749
Burney Company
Virginia
$240K -$6.06K -77 -2%
RAM
750
Readystate Asset Management
Illinois
$240K +$240K +3,051 New
28 29
30
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