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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
$394M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$1.83B
2
Legal & General Group
Legal & General Group
United Kingdom
$0
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$124M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$20.8M
5
Parnassus Investments
Parnassus Investments
California
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
CH
776
Canton Hathaway
Rhode Island
$50K – – –
RA
777
Rational Advisors
New York
$49.3K -$1.94K -24 -4%
CG
778
Cutler Group
California
$49K +$49K +610 New
PPC
779
Park Place Capital
Alabama
$48.9K – – –
ZB
780
Zions Bancorporation
Utah
$48.9K -$646 -8 -1%
SN
781
Sittner & Nelson
Oregon
$48.5K +$8.09K +100 +20%
TFM
782
TFC Financial Management
Massachusetts
$48.5K – – –
AA
783
AlphaMark Advisors
Kentucky
$47K – – –
HDIM
784
Hanson & Doremus Investment Management
Vermont
$47K – – –
VWM
785
Venturi Wealth Management
Texas
$46.5K – – –
KC
786
Knuff & Co
California
$46.5K – – –
AWM
787
AllSquare Wealth Management
New York
$46.3K – – –
AFS
788
Annapolis Financial Services
Maryland
$44.7K +$44.7K +553 New
SWM
789
Sugarloaf Wealth Management
Georgia
$42.6K – – –
FP
790
Financial Perspectives
Minnesota
$40.4K – – –
AIM
791
Anchor Investment Management
South Carolina
$40.4K – – –
CHA
792
Carmichael Hill & Associates
Maryland
$40.4K – – –
CT
793
Colonial Trust
South Carolina
$40.4K – – –
OP
794
ORG Partners
Indiana
$39.4K +$39.4K +488 New
CCA
795
Column Capital Advisors
Indiana
$38.1K – – –
NFSG
796
Newbridge Financial Services Group
Florida
$37.4K – – –
Kayne Anderson Rudnick Investment Management
797
Kayne Anderson Rudnick Investment Management
California
$35.1K – – –
Allianz Asset Management
798
Allianz Asset Management
Germany
$34.9K +$826 +10,221 +2%
M
799
MOTCO
Texas
$33.6K – – –
BWA
800
BDO Wealth Advisors
Florida
$32.6K +$3.47K +43 +12%
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32
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