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Canadian Pacific Kansas City
CP

Overview Fund Activity

895 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 314 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
14.27%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
314
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$2.84B
2
Legal & General Group
Legal & General Group
United Kingdom
$481M
3
SGA
Sustainable Growth Advisers
Connecticut
$584M
4
CCM
Causeway Capital Management
California
$306M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$244M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$1.08B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.73B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$858M
4
Norges Bank
Norges Bank
Norway
$981M
5
AIM
Allen Investment Management
New York
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
876
Bogart Wealth LLC
Virginia
$3.94K – – –
YAL
877
Your Advocates Ltd
Texas
$3.35K – – –
CWC
878
Carolinas Wealth Consulting
North Carolina
$3.26K -$18.7K -263 -85%
OLVIG
879
Oliver Lagore Vanvalin Investment Group
Michigan
$2.83K – – –
GI
880
Gradient Investments
Minnesota
$2.68K – – –
DIP
881
DT Investment Partners
Pennsylvania
$2.32K – – –
TCA
882
Trifecta Capital Advisors
Illinois
$2.08K – – –
AFG
883
Albion Financial Group
Utah
$2.08K +$2.08K +28 New
AWM
884
Abound Wealth Management
Tennessee
$1.94K – – –
IRC
885
Investors Research Corp
Georgia
$1.94K – – –
RG
886
Retirement Group
California
$1.49K – – –
PCTC
887
Perkins Coie Trust Company
Washington
$1.34K +$1.34K +18 New
JFA
888
JNBA Financial Advisors
Minnesota
$1.12K – – –
BWM
889
Baystate Wealth Management
Massachusetts
$754 -$2.34K -31 -76%
TWD
890
True Wealth Design
Ohio
$745 – – –
NSIM
891
North Star Investment Management
Illinois
$595 – – –
GFPC
892
Global Financial Private Client
Florida
$583 – – –
CTWM
893
Cherry Tree Wealth Management
Minnesota
$373 – – –
UFF
894
USA Financial Formulas
Michigan
$372 – – –
SSB
895
Sandy Spring Bank
Maryland
$298 -$9.91K -133 -97%
PA
896
PSI Advisors
Florida
$149 – – –
FGAM
897
Financial Gravity Asset Management
Texas
$39 +$39 +1 New
SCM
898
Suvretta Capital Management
New York
– -$20.9M -259,073 Closed
TI
899
Trexquant Investment
Connecticut
– -$14.6M -180,306 Closed
SAM
900
Scopus Asset Management
New York
– -$10.1M -125,000 Closed
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