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Canadian Pacific Kansas City
CP

Overview Fund Activity

985 hedge funds and large institutions have $47.5B invested in Canadian Pacific Kansas City in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 309 increasing their positions, 351 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
+16
Holders Change %
+1.65%
% of All Funds
13.12%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
0.51%
New
145
Increased
309
Reduced
351
Closed
112
Calls
$120M
Puts
$75.8M
Net Calls
+$44.3M
Net Calls Change
-$29.2M

Top Buyers

1
CCM
Causeway Capital Management
California
$1.12B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$612M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$253M
4
Invesco
Invesco
Georgia
$771M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.85B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B
3
Fidelity International
Fidelity International
Bermuda
$525M
4
Bessemer Group
Bessemer Group
New Jersey
$4.91M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
926
SBI Securities
Japan
$14.8K +$14.8K +204 New
FW
927
Fairway Wealth
Ohio
$14.1K +$14.1K +195 New
BCWM
928
Ball & Co Wealth Management
Tennessee
$14K +$14K +202 New
SWM
929
Sugarloaf Wealth Management
Georgia
$13.6K – – –
CF
930
Conquis Financial
California
$12.6K +$12.6K +174 New
SIS
931
Sound Income Strategies
Florida
$12.1K – – –
BIG
932
Brooklyn Investment Group
New York
$12.1K +$4.27K +59 +55%
HGERS
933
Householder Group Estate & Retirement Specialist
Arizona
$12K -$5.42K -75 -31%
NRG
934
Nemes Rush Group
Michigan
$11.6K +$5.43K +75 +88%
JWA
935
JFS Wealth Advisors
Pennsylvania
$10.8K +$434 +6 +4%
BIA
936
Bell Investment Advisors
California
$10.3K +$651 +9 +7%
VWM
937
Vermillion Wealth Management
Minnesota
$10.3K +$10.3K +142 New
OWP
938
ORG Wealth Partners
Texas
$9.99K – – –
CPG
939
Cornerstone Planning Group
New Jersey
$9.85K -$1.53K -19 -13%
RTL
940
Red Tortoise LLC
Georgia
$9.25K – – –
TC
941
Tacita Capital
Ontario, Canada
$9.03K -$433K -5,992 -98%
CAS
942
Coppell Advisory Solutions
Texas
$9K +$6.69K +93 +291%
TPW
943
Talon Private Wealth
Florida
$8.61K – – –
PK
944
Pflug Koory
Nebraska
$8.32K – – –
KWAG
945
Kiely Wealth Advisory Group
North Carolina
$7.81K – – –
CTWM
946
Cherry Tree Wealth Management
Minnesota
$7.6K – – –
API
947
Asset Planning Inc
California
$7.24K +$7.24K +100 New
FMP
948
Financial Management Professionals
Texas
$7.17K -$8.25K -114 -54%
CIA
949
Cape Investment Advisory
Georgia
$6.88K -$1.95K -27 -22%
OA
950
Operose Advisors
Wisconsin
$6.88K +$6.88K +95 New
36 37
38
39 40