CP icon

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
$369M
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
$531M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$342M
2
WCM Investment Management
WCM Investment Management
California
$2.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.19B
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Goldman Sachs
Goldman Sachs
New York
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
776
NEOS Investment Management
Connecticut
$219K -$84.5K -1,073 -28%
C
777
Certuity
Florida
$217K +$217K +2,760 New
AWM
778
AE Wealth Management
Kansas
$217K +$217K +2,759 New
NFG
779
Nations Financial Group
Iowa
$216K -$2.36K -30 -1%
FWP
780
FAS Wealth Partners
Kansas
$216K +$79 +1 +0%
S
781
Sunpointe
Missouri
$215K +$24.8K +314 +13%
MWM
782
Mattern Wealth Management
Kansas
$214K – – –
BP
783
BBR Partners
New York
$214K -$27.6K -351 -11%
FCP
784
Fidelis Capital Partners
Florida
$214K +$1.93K +25 +0.9%
BMM
785
Buffington Mohr McNeal
Idaho
$210K +$1.18K +15 +0.6%
AGC
786
Aspen Grove Capital
Colorado
$209K -$39.5K -501 -16%
EWM
787
Evercore Wealth Management
New York
$209K -$5.75K -73 -3%
VC
788
Veracity Capital
Georgia
$209K -$4.49K -57 -2%
BFM
789
Boston Financial Management
Massachusetts
$207K -$1.18K -15 -0.6%
HWA
790
Heritage Wealth Advisors
Virginia
$207K – – –
BS
791
Banco Santander
Spain
$207K – – –
BFO
792
Boston Family Office
Massachusetts
$204K – – –
AAM
793
Aureus Asset Management
Massachusetts
$203K -$34.8K -442 -15%
GAMC
794
Garner Asset Management Corp
Texas
$202K +$202K +2,570 New
BF
795
BOK Financial
Oklahoma
$201K -$61.3K -779 -23%
RIL
796
Rothschild Investment LLC
Illinois
$193K – – –
BFEC
797
Benjamin F. Edwards & Company
Missouri
$189K -$1.81K -23 -1%
IBOK
798
Independence Bank of Kentucky
Kentucky
$189K +$115K +1,460 +155%
AP
799
Atwood & Palmer
Missouri
$189K – – –
SL
800
Salomon & Ludwin
Virginia
$183K -$112K -1,419 -38%
30 31
32
33 34