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Canadian Pacific Kansas City
CP

Overview Fund Activity

969 hedge funds and large institutions have $56B invested in Canadian Pacific Kansas City in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 344 increasing their positions, 328 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
14.02%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.69%
New
93
Increased
344
Reduced
328
Closed
74
Calls
$135M
Puts
$62M
Net Calls
+$73.5M
Net Calls Change
+$35.4M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$199M
2
Fidelity International
2
Fidelity International
Bermuda
$1.05B
3
DZ Bank
3
DZ Bank
Germany
$956M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$368M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$252M

Top Sellers

1
WCM Investment Management
1
WCM Investment Management
California
$2.07B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$232M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.24B
4
Morgan Stanley
4
Morgan Stanley
New York
$328M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$672M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
751
Boomfish Wealth Group
Georgia
$248K – – –
BBHC
752
Brown Brothers Harriman & Co
New York
$248K +$95.8K +1,120 +63%
SW
753
SMART Wealth
Nebraska
$247K – – –
WAM
754
Westport Asset Management
Connecticut
$247K – – –
R
755
Rebalance
California
$247K – – –
JGIA
756
Jackson Grant Investment Advisers
Connecticut
$247K – – –
BC
757
Burney Company
Virginia
$245K -$15.7K -183 -6%
CIG
758
CHB Investment Group
Pennsylvania
$245K +$245K +2,860 New
WFI
759
West Family Investments
California
$244K +$244K +2,858 New
DWT
760
Dorsey & Whitney Trust
South Dakota
$243K -$21.5K -251 -8%
SP
761
Successful Portfolios
Florida
$240K -$3.17K -37 -1%
BTWM
762
Baker Tilly Wealth Management
Wisconsin
$240K -$42.5K -497 -15%
M
763
Mirova
France
$240K – – –
HC
764
Hara Capital
Washington
$239K – – –
ACGA
765
Atlanta Consulting Group Advisors
Georgia
$238K -$39.7K -464 -14%
BEI
766
Benjamin Edwards Inc
Missouri
$235K +$235K +2,743 New
FWP
767
FAS Wealth Partners
Kansas
$235K – – –
VC
768
Veracity Capital
Georgia
$235K +$7.96K +93 +4%
MWM
769
Mattern Wealth Management
Kansas
$233K – – –
GIBU
770
Gulf International Bank (UK)
United Kingdom
$232K -$266K -3,109 -53%
VAS
771
Vestmark Advisory Solutions
Massachusetts
$228K +$228K +2,669 New
CAG
772
Crestwood Advisors Group
Massachusetts
$227K +$227K +2,659 New
EWM
773
Evercore Wealth Management
New York
$227K – – –
BMM
774
Buffington Mohr McNeal
Idaho
$227K -$1.28K -15 -0.6%
BS
775
Banco Santander
Spain
$226K +$1.8K +21 +0.8%
29 30
31
32 33