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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 %
LFG
851
Larson Financial Group
Missouri
$5.49K – – –
CA
852
Crewe Advisors
Utah
$5.01K -$54.4K -674 -92%
LCM
853
Logan Capital Management
Pennsylvania
$4.44K – – –
BWL
854
Bogart Wealth LLC
Virginia
$4.28K – – –
CA
855
Centerpoint Advisors
Massachusetts
$4K – – –
RFA
856
Register Financial Advisors
Georgia
$3.82K – – –
YAL
857
Your Advocates Ltd
Texas
$3.64K – – –
BWM
858
Baystate Wealth Management
Massachusetts
$3.32K – – –
CAM
859
Costello Asset Management
Pennsylvania
$3.23K -$889 -11 -22%
OLVIG
860
Oliver Lagore Vanvalin Investment Group
Michigan
$3.07K – – –
GI
861
Gradient Investments
Minnesota
$2.91K -$28.8K -356 -91%
DIP
862
DT Investment Partners
Pennsylvania
$2.52K – – –
TCA
863
Trifecta Capital Advisors
Illinois
$2.26K – – –
CFFP
864
Center for Financial Planning
Michigan
$2.18K – – –
AWM
865
Abound Wealth Management
Tennessee
$2.1K +$2.1K +26 New
IRC
866
Investors Research Corp
Georgia
$2.1K – – –
AWM
867
Atticus Wealth Management
Florida
$1.86K +$1.86K +23 New
RG
868
Retirement Group
California
$1.62K – – –
JFA
869
JNBA Financial Advisors
Minnesota
$1.21K +$1.21K +15 New
HBW
870
Hazlett, Burt & Watson
West Virginia
$1K +$375 +6 +60%
TWD
871
True Wealth Design
Ohio
$808 – – –
GFPC
872
Global Financial Private Client
Florida
$653 – – –
NSIM
873
North Star Investment Management
Illinois
$646 – – –
UFF
874
USA Financial Formulas
Michigan
$404 – – –
CTWM
875
Cherry Tree Wealth Management
Minnesota
$404 +$404 +5 New
33 34
35
36 37