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Canadian Pacific Kansas City
CP

Overview Fund Activity

875 hedge funds and large institutions have $53.9B invested in Canadian Pacific Kansas City in 2023 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 263 increasing their positions, 270 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+43
Holders Change %
+5.17%
% of All Funds
13.8%
Holding in Top 10
56
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+24.44%
% of All Funds
0.88%
New
154
Increased
263
Reduced
270
Closed
103
Calls
$103M
Puts
$127M
Net Calls
-$24.3M
Net Calls Change
-$39.7M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$1.16B
2
AIM
Allen Investment Management
New York
$339M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$261M
4
RCWMU
Rothschild & Co Wealth Management (UK)
United Kingdom
$192M
5
Goldman Sachs
Goldman Sachs
New York
$394M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$1.83B
2
Legal & General Group
Legal & General Group
United Kingdom
$0
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$124M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$20.8M
5
Parnassus Investments
Parnassus Investments
California
$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
826
Addison Advisors
Vermont
$14.4K – – –
SWA
827
Sutton Wealth Advisors
Florida
$14.1K -$485 -6 -3%
PK
828
Pflug Koory
Nebraska
$13.3K +$13.3K +165 New
SHIM
829
Stone House Investment Management
Pennsylvania
$12.8K – – –
KHC
830
Koesten Hirschmann & Crabtree
Kansas
$11.6K +$11.6K +144 New
FMII
831
Farmers & Merchants Investments Inc
Nebraska
$11.5K – – –
ETC
832
Exchange Traded Concepts
Oklahoma
$11.3K +$485 +6 +4%
SSB
833
Sandy Spring Bank
Maryland
$11.1K +$11.1K +137 New
RFG
834
RFP Financial Group
Georgia
$10.9K – – –
JWA
835
JFS Wealth Advisors
Pennsylvania
$10.7K +$10.7K +132 New
CAL
836
Capital Analysts LLC
Pennsylvania
$10K -$8.59K -110 -46%
EARNEST Partners
837
EARNEST Partners
Georgia
$9.45K – – –
BIA
838
Bell Investment Advisors
California
$8.89K +$1.05K +13 +13%
FCA
839
FinTrust Capital Advisors
South Carolina
$8.8K +$8.8K +118 New
SWM
840
Spire Wealth Management
Virginia
$8.08K -$38.1K -472 -83%
MSFP
841
Mark Sheptoff Financial Planning
Connecticut
$8.08K +$8.08K +100 New
RTL
842
Red Tortoise LLC
Georgia
$7.67K – – –
AF
843
Advisornet Financial
Minnesota
$7.59K – – –
CFD
844
Creative Financial Designs
Indiana
$6.87K +$3.23K +40 +89%
IGWM
845
ICA Group Wealth Management
Colorado
$6.06K -$8.08K -100 -57%
CMP
846
Coston McIsaac & Partners
Maine
$6K – – –
HH
847
HWG Holdings
Texas
$5.98K +$5.98K +74 New
MAWCM
848
Mine & Arao Wealth Creation & Management
California
$5.98K +$5.98K +74 New
VCM
849
Versant Capital Management
Arizona
$5.74K – – –
TJHA
850
Thomas J. Herzfeld Advisors
Florida
$5.74K +$5.74K +71 New
32 33
34
35 36