CP icon

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 %
WA
776
WBH Advisory
Maryland
$225K -$26.9K -315 -11%
HWA
777
Heritage Wealth Advisors
Virginia
$225K – – –
IBOK
778
Independence Bank of Kentucky
Kentucky
$225K +$19.2K +225 +9%
1WA
779
180 Wealth Advisors
Washington
$224K -$4.11K -48 -2%
FCP
780
Fidelis Capital Partners
Florida
$222K +$4.41K +56 +2%
GAMC
781
Garner Asset Management Corp
Texas
$222K +$1.71K +20 +0.8%
IC
782
Iconiq Capital
California
$222K +$222K +2,592 New
EWA
783
EP Wealth Advisors
California
$221K +$221K +2,589 New
BFO
784
Boston Family Office
Massachusetts
$221K – – –
AA
785
Alta Advisers
United Kingdom
$220K +$220K +2,573 New
BTI
786
Blue Trust Inc
Georgia
$219K -$250K -3,175 -53%
LC
787
Lindbrook Capital
California
$217K +$67.9K +794 +46%
IA
788
Insight Advisors
Pennsylvania
$217K +$217K +2,538 New
LSAG
789
Lake Street Advisors Group
New Hampshire
$216K -$29.6K -346 -12%
LFG
790
Larson Financial Group
Missouri
$215K +$36.8K +430 +21%
LWCFA
791
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$214K -$96.4K -1,228 -31%
CIA
792
Concurrent Investment Advisors
Florida
$212K -$52.9K -618 -20%
TC
793
TwinBeech Capital
New York
$212K +$212K +2,483 New
OPOWM
794
One Plus One Wealth Management
Florida
$212K -$181K -2,117 -46%
Group One Trading
795
Group One Trading
Illinois
$212K +$212K +2,475 New
AAM
796
Aureus Asset Management
Massachusetts
$211K -$9.15K -107 -4%
KWM
797
Kingsview Wealth Management
Oregon
$211K +$211K +2,471 New
AWM
798
AE Wealth Management
Kansas
$211K -$24.7K -289 -10%
S
799
Sunpointe
Missouri
$211K -$22.1K -258 -9%
SEIA
800
Signature Estate & Investment Advisors
California
$211K +$211K +2,467 New
30 31
32
33 34