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Canadian Pacific Kansas City
CP

Overview Fund Activity

958 hedge funds and large institutions have $59.4B invested in Canadian Pacific Kansas City in 2024 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 324 increasing their positions, 317 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
958
Holders Change
+20
Holders Change %
+2.13%
% of All Funds
13.89%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
115
Increased
324
Reduced
317
Closed
80
Calls
$102M
Puts
$41.7M
Net Calls
+$60.5M
Net Calls Change
+$68.8M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$745M
2
Franklin Resources
Franklin Resources
California
$499M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.69B
4
Fidelity International
Fidelity International
Bermuda
$981M
5
Goldman Sachs
Goldman Sachs
New York
$610M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$444M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
3
Parnassus Investments
Parnassus Investments
California
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$957M
5
UBS AM
UBS AM
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
776
Boston Family Office
Massachusetts
$228K – – –
OWA
777
Opal Wealth Advisors
New York
$227K -$96.7K -1,097 -30%
IC
778
Inscription Capital
Texas
$225K +$225K +2,553 New
PL
779
Perpetual Ltd
Australia
$225K -$4.14K -47 -2%
QI
780
Qtron Investments
Massachusetts
$222K – – –
OPTFSNA
781
Old Point Trust & Financial Services N A
Virginia
$220K – – –
RIL
782
Rothschild Investment LLC
Illinois
$216K -$17.7K -200 -8%
SQA
783
Simon Quick Advisors
New Jersey
$215K +$215K +2,437 New
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$214K +$214K +2,429 New
BFEC
785
Benjamin F. Edwards & Company
Missouri
$214K +$8.49K +96 +4%
S
786
Sunpointe
Missouri
$213K +$213K +2,406 New
AP
787
Atwood & Palmer
Missouri
$212K – – –
KTA
788
Keeley-Teton Advisors
Illinois
$211K +$211K +2,396 New
NHC
789
Nicholas Hoffman & Company
Georgia
$211K +$211K +2,395 New
WFI
790
West Family Investments
California
$209K +$209K +2,375 New
SIG
791
Stonegate Investment Group
Alabama
$208K +$208K +2,362 New
GT
792
Glenview Trust
Kentucky
$204K +$204K +2,315 New
SS
793
Sunbelt Securities
Texas
$204K +$5.73K +65 +3%
EPP
794
ETF Portfolio Partners
Kansas
$203K +$203K +2,307 New
ACM
795
Advisors Capital Management
New Jersey
$202K +$202K +2,288 New
JEST
796
JTC Employer Solutions Trustee
Jersey
$201K – – –
First Eagle Investment Management
797
First Eagle Investment Management
New York
$201K +$1.76K +20 +0.9%
CAL
798
Capital Advisors Ltd
Ohio
$190K +$9.24K +105 +5%
BWP
799
Baldwin Wealth Partners
Massachusetts
$188K +$89.5K +1,015 +91%
AA
800
Ancora Advisors
Ohio
$184K -$27.1K -307 -13%
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