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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
+$276M
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
+$144M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$513M
2
WCM Investment Management
WCM Investment Management
California
-$337M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$197M
5
Goldman Sachs
Goldman Sachs
New York
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
751
Essex Savings Bank
Connecticut
$238K +$5.04K +64 +2%
GPA
752
Garrison Point Advisors
California
$236K – – –
AWP
753
Abacus Wealth Partners
California
$233K – – –
WA
754
WBH Advisory
Maryland
$232K -$3.94K -50 -2%
MWM
755
Mission Wealth Management
California
$232K +$5.59K +71 +2%
M
756
MOTCO
Texas
$231K -$63.5K -806 -22%
OHWP
757
Oak Harbor Wealth Partners
North Carolina
$230K – – –
CFG
758
Citizens Financial Group
Rhode Island
$229K +$229K +2,912 New
MCM
759
Marathon Capital Management
Maryland
$229K +$229K +2,905 New
TCOV
760
Trust Company of Vermont
Vermont
$228K – – –
Nomura Holdings
761
Nomura Holdings
Japan
$228K -$354K -4,500 -61%
BWG
762
Boomfish Wealth Group
Georgia
$228K +$1.02K +13 +0.5%
MM
763
MQS Management
New York
$228K +$228K +2,897 New
SW
764
SMART Wealth
Nebraska
$227K – – –
BI
765
Berkeley Inc
Idaho
$227K – – –
WAM
766
Westport Asset Management
Connecticut
$227K – – –
R
767
Rebalance
California
$227K – – –
JGIA
768
Jackson Grant Investment Advisers
Connecticut
$227K – – –
LSAG
769
Lake Street Advisors Group
New Hampshire
$226K -$34.7K -440 -13%
SP
770
Successful Portfolios
Florida
$224K -$22.7K -288 -9%
SMA
771
Sage Mountain Advisors
Georgia
$223K +$223K +2,827 New
1WA
772
180 Wealth Advisors
Washington
$222K – – –
TCM
773
Tuttle Capital Management
Connecticut
$222K +$222K +2,792 New
M
774
Mirova
France
$220K – – –
HC
775
Hara Capital
Washington
$220K – – –
29 30
31
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