CP icon

Canadian Pacific Kansas City
CP

Overview Fund Activity

960 hedge funds and large institutions have $52.7B invested in Canadian Pacific Kansas City in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
13.97%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.65%
New
95
Increased
308
Reduced
360
Closed
78
Calls
$104M
Puts
$66.2M
Net Calls
+$38.1M
Net Calls Change
-$22.5M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$369M
2
UBS AM
2
UBS AM
Illinois
$218M
3
MU
3
Mirova US
Massachusetts
$168M
4
Charles Schwab
4
Charles Schwab
California
$153M
5
Bank of America
5
Bank of America
North Carolina
$531M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$342M
2
WCM Investment Management
2
WCM Investment Management
California
$2.39B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.19B
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
826
Oakworth Capital
Alabama
$115K – – –
MHR
827
Matthew Hamilton Rosenberg
$107K – – –
GCM
828
Gables Capital Management
Florida
$102K – – –
HI
829
Harbour Investments
Wisconsin
$100K -$12.1K -154 -11%
GWSG
830
GPS Wealth Strategies Group
Colorado
$99.1K -$21.7K -275 -18%
PFA
831
Pathway Financial Advisers
Indiana
$94.9K +$79 +1 +0.1%
CTA
832
Colonial Trust Advisors
South Carolina
$90.8K -$2.2K -28 -2%
HPC
833
HM Payson & Co
Maine
$90.7K – – –
DJSG
834
D.J. St. Germain
Massachusetts
$88.6K – – –
BHWM
835
Beaird Harris Wealth Management
Texas
$88.3K – – –
PFBT
836
Parkside Financial Bank & Trust
Missouri
$87.5K – – –
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$87.5K +$6.69K +85 +8%
AF
838
Advisornet Financial
Minnesota
$87.4K -$4.8K -61 -5%
SN
839
Sittner & Nelson
Oregon
$86.6K – – –
PB
840
Pinnacle Bancorp
Nebraska
$86.6K – – –
GJIA
841
Glass Jacobson Investment Advisors
Maryland
$86.6K – – –
BWP
842
Baldwin Wealth Partners
Massachusetts
$84.8K -$83.4K -1,059 -50%
RI
843
Ridgewood Investments
New Jersey
$83.1K +$83.1K +1,055 New
LIA
844
Lynx Investment Advisory
District of Columbia
$82.2K +$82.2K +1,044 New
SIC
845
Salem Investment Counselors
North Carolina
$80.8K – – –
GEA
846
Glen Eagle Advisors
New Jersey
$75.2K – – –
CFD
847
Creative Financial Designs
Indiana
$74.3K +$63.6K +808 +594%
QC
848
Quent Capital
New York
$72K +$79 +1 +0.1%
TFM
849
TFC Financial Management
Massachusetts
$70.9K – – –
PAI
850
Pittenger & Anderson Inc
Nebraska
$68.1K – – –
32 33
34
35 36