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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 %
RIL
801
Rothschild Investment LLC
Illinois
$210K +$86 +1 +0%
EP
802
Edgestream Partners
New Jersey
$210K +$210K +2,454 New
GI
803
GAMMA Investing
California
$208K +$16.7K +195 +9%
PWMAG
804
Pinnacle Wealth Management Advisory Group
New Jersey
$208K +$208K +2,429 New
AP
805
Atwood & Palmer
Missouri
$205K – – –
RCAG
806
Rehmann Capital Advisory Group
Michigan
$205K +$205K +2,314 New
KTA
807
Keeley-Teton Advisors
Illinois
$205K +$205K +2,396 New
CWP
808
Cyndeo Wealth Partners
Florida
$204K +$204K +2,389 New
WP
809
WMS Partners
Maryland
$204K +$204K +2,385 New
SWA
810
SFMG Wealth Advisors
Texas
$202K +$202K +2,365 New
NHC
811
Nicholas Hoffman & Company
Georgia
$201K +$201K +2,355 New
QWM
812
Quadcap Wealth Management
Texas
$201K +$201K +2,354 New
SS
813
Sunbelt Securities
Texas
$201K +$3.34K +39 +2%
HF
814
HRT Financial
New York
$201K -$457K -5,359 -69%
First Eagle Investment Management
815
First Eagle Investment Management
New York
$201K +$2.57K +30 +1%
CAL
816
Capital Advisors Ltd
Ohio
$195K +$1.8K +21 +0.9%
JEST
817
JTC Employer Solutions Trustee
Jersey
$194K – – –
BWP
818
Baldwin Wealth Partners
Massachusetts
$193K +$100K +1,172 +109%
FFA
819
Farther Finance Advisors
California
$186K +$1.46K +17 +0.8%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$181K +$85.5K +1,000 +90%
CFO
821
CVA Family Office
Colorado
$176K – – –
VNA
822
Valley National Advisers
Pennsylvania
$176K – – –
CH
823
Cromwell Holdings
Wyoming
$175K – – –
PP
824
Pacifica Partners
Canada
$173K – – –
NMG
825
New Millennium Group
Utah
$172K – – –
31 32
33
34 35