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Canadian Pacific Kansas City
CP

Overview Fund Activity

938 hedge funds and large institutions have $53.7B invested in Canadian Pacific Kansas City in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 298 increasing their positions, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+43
Holders Change %
+4.8%
% of All Funds
13.75%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
129
Increased
298
Reduced
330
Closed
72
Calls
$82.3M
Puts
$90.5M
Net Calls
-$8.26M
Net Calls Change
-$59.9M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$543M
2
Morgan Stanley
Morgan Stanley
New York
+$338M
3
DZ Bank
DZ Bank
Germany
+$302M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$227M
5
MG
Meritage Group
California
+$208M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$451M
2
Capital World Investors
Capital World Investors
California
-$444M
3
ECU
Egerton Capital (UK)
United Kingdom
-$404M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$359M
5
Parnassus Investments
Parnassus Investments
California
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
776
180 Wealth Advisors
Washington
$203K -$13.8K -174 -6%
OWP
777
Obermeyer Wealth Partners
Colorado
$201K +$201K +2,543 New
QI
778
Qtron Investments
Massachusetts
$200K -$96.3K -1,211 -32%
OPTFSNA
779
Old Point Trust & Financial Services N A
Virginia
$198K +$198K +2,500 New
AP
780
Atwood & Palmer
Missouri
$190K – – –
AA
781
Ancora Advisors
Ohio
$189K -$24.2K -306 -11%
BFEC
782
Benjamin F. Edwards & Company
Missouri
$185K +$57.8K +726 +45%
JEST
783
JTC Employer Solutions Trustee
Jersey
$181K – – –
TCOV
784
Trust Company of Vermont
Vermont
$178K -$51.5K -651 -22%
SS
785
Sunbelt Securities
Texas
$178K +$163K +2,060 +1,096%
JWM
786
Janiczek Wealth Management
Colorado
$177K +$56.9K +719 +47%
First Eagle Investment Management
787
First Eagle Investment Management
New York
$177K +$865 +11 +0.5%
VNA
788
Valley National Advisers
Pennsylvania
$167K +$60.9K +772 +57%
CFO
789
CVA Family Office
Colorado
$163K +$163K +2,062 New
CAL
790
Capital Advisors Ltd
Ohio
$163K +$17.8K +224 +12%
AT
791
Arlington Trust
Alabama
$161K +$161K +2,042 New
Jones Financial Companies
792
Jones Financial Companies
Missouri
$161K -$3.64K -46 -2%
GAMC
793
Garner Asset Management Corp
Texas
$161K +$161K +1,899 New
AP
794
Arlington Partners
Alabama
$160K +$160K +2,025 New
NMG
795
New Millennium Group
Utah
$159K -$5.85K -74 -4%
LC
796
Lindbrook Capital
California
$155K -$632 -8 -0.4%
CA
797
Clearstead Advisors
Ohio
$152K -$268K -3,392 -64%
FFC
798
First Financial Corp
Indiana
$150K – – –
GIS
799
Grayhawk Investment Strategies
Alberta, Canada
$140K – – –
FFA
800
Farther Finance Advisors
California
$136K +$7.14K +90 +6%
30 31
32
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