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Canadian Pacific Kansas City
CP

Overview Fund Activity

875 hedge funds and large institutions have $53.9B invested in Canadian Pacific Kansas City in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 263 increasing their positions, 270 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.88%
New
154
Increased
263
Reduced
270
Closed
103
Calls
$103M
Puts
$127M
Net Calls
-$24.3M
Net Calls Change
-$39.7M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$1.16B
2
AIM
Allen Investment Management
New York
+$339M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$261M
4
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
+$192M
5
Goldman Sachs
Goldman Sachs
New York
+$152M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$609M
2
Legal & General Group
Legal & General Group
United Kingdom
-$469M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$376M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$246M
5
Parnassus Investments
Parnassus Investments
California
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
751
D.J. St. Germain
Massachusetts
$90.9K +$90.9K +1,125 New
BHWM
752
Beaird Harris Wealth Management
Texas
$90.5K – – –
GJIA
753
Glass Jacobson Investment Advisors
Maryland
$88.8K +$88.8K +1,100 New
GFL
754
Granite FO LLC
New Hampshire
$80.9K – – –
CCP
755
Carmel Capital Partners
California
$80.8K -$8.08K -100 -9%
PTC
756
Private Trust Company
Ohio
$79.2K +$21.7K +269 +38%
HI
757
Harbour Investments
Wisconsin
$79K +$79K +978 New
GEA
758
Glen Eagle Advisors
New Jersey
$77.2K – – –
VCM
759
Vigilant Capital Management
Maine
$75K – – –
PI
760
PineBridge Investments
New York
$74.9K – – –
PB
761
Pinnacle Bancorp
Nebraska
$71.2K – – –
PAI
762
Pittenger & Anderson Inc
Nebraska
$69.9K – – –
NIC
763
Northwest Investment Counselors
Oregon
$69.3K – – –
BTI
764
Blue Trust Inc
Georgia
$67K -$138K -1,801 -67%
QC
765
Quent Capital
New York
$64.1K – – –
OIA
766
Optimum Investment Advisors
Illinois
$64K – – –
PMFA
767
Plante Moran Financial Advisors
Michigan
$60.6K – – –
DSC
768
Duncker Streett & Co
Missouri
$58.2K – – –
RI
769
Ridgewood Investments
New Jersey
$56.9K – – –
PP
770
Pacifica Partners
Canada
$56.5K +$1.6K +20 +3%
CHC
771
City Holding Co
West Virginia
$55.6K – – –
GWS
772
Glassman Wealth Services
Virginia
$53.6K +$53.6K +663 New
AIM
773
Achmea Investment Management
Netherlands
$53K – – –
NRG
774
Nemes Rush Group
Michigan
$52.3K +$52.3K +647 New
TWM
775
Tradition Wealth Management
Minnesota
$52K – – –
29 30
31
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