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Canadian Pacific Kansas City
CP

Overview Fund Activity

840 hedge funds and large institutions have $46.9B invested in Canadian Pacific Kansas City in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 245 increasing their positions, 297 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-16
Holders Change %
-1.87%
% of All Funds
14.2%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.68%
New
89
Increased
245
Reduced
297
Closed
96
Calls
$144M
Puts
$113M
Net Calls
+$30.5M
Net Calls Change
+$74.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.54B
2
DZ Bank
DZ Bank
Germany
$193M
3
Bessemer Group
Bessemer Group
New Jersey
$156M
4
Morgan Stanley
Morgan Stanley
New York
$317M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$116M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.12B
2
MG
Meritage Group
California
$65.4M
3
WCM Investment Management
WCM Investment Management
California
$2.27B
4
JSP
Jackson Square Partners
California
$28.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
426
Wealth Alliance
New York
$919K +$57.6K +825 +7%
WP
427
WealthSource Partners
California
$908K -$14K -201 -2%
MCM
428
Mitchell Capital Management
Kansas
$906K +$906K +12,966 New
PAG
429
Private Advisor Group
New Jersey
$900K -$74.2K -1,063 -8%
AAM
430
Austin Asset Management
Texas
$896K – – –
FCAG
431
First Capital Advisors Group
New Jersey
$894K -$20.5K -294 -2%
PCIA
432
Prime Capital Investment Advisors
Kansas
$881K +$72.1K +1,032 +9%
LWAC
433
Laurel Wealth Advisors (California)
California
$872K -$195K -2,798 -18%
FPS
434
Fieldpoint Private Securities
Connecticut
$864K -$79.5K -1,139 -8%
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$864K -$61K -873 -7%
HTHT
436
Hemenway Trust Hemenway Trust
New Hampshire
$863K +$15.7K +225 +2%
QCIG
437
Quad-Cities Investment Group
Iowa
$861K +$838 +12 +0.1%
DILIC
438
Dai-ichi Life Insurance Company
Japan
$859K -$1.4M -20,000 -62%
GIP
439
Granite Investment Partners
California
$853K – – –
DWM
440
Dorchester Wealth Management
Quebec, Canada
$848K +$46.8K +670 +6%
BCM
441
Brookstone Capital Management
Illinois
$839K -$650 -9 -0.1%
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$833K -$124K -1,780 -13%
CT
443
Coastline Trust
Rhode Island
$829K – – –
WSTAM
444
Wilbanks Smith & Thomas Asset Management
Virginia
$828K +$9.57K +137 +1%
PG
445
Pendal Group
Australia
$807K +$228K +3,269 +39%
TFP
446
Tilia Fiduciary Partners
North Carolina
$805K +$530K +7,504 +192%
9WM
447
9258 Wealth Management
Ohio
$804K -$2.8K -40 -0.3%
BTWM
448
Baker Tilly Wealth Management
Wisconsin
$800K -$15.3K -219 -2%
GIBU
449
Gulf International Bank (UK)
United Kingdom
$800K +$314K +5,100 +65%
UOC
450
UBS O'Connor
Illinois
$786K +$786K +11,257 New
16 17
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