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Canadian Pacific Kansas City
CP

Overview Fund Activity

821 hedge funds and large institutions have $44.8B invested in Canadian Pacific Kansas City in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 250 increasing their positions, 302 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
-19
Holders Change %
-2.26%
% of All Funds
14.2%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
0.78%
New
68
Increased
250
Reduced
302
Closed
73
Calls
$140M
Puts
$102M
Net Calls
+$37.2M
Net Calls Change
+$6.69M

Top Buyers

1
PSCM
Pershing Square Capital Management
New York
+$820M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$308M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$197M
4
NCMU
NAYA Capital Management (UK)
United Kingdom
+$163M
5
DZ Bank
DZ Bank
Germany
+$120M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$866M
2
ECU
Egerton Capital (UK)
United Kingdom
-$205M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$185M
4
VAM
Veritas Asset Management
United Kingdom
-$156M
5
Parnassus Investments
Parnassus Investments
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
426
Y-Intercept (HK)
Hong Kong
$838K +$838K +12,558 New
SLF
427
Sun Life Financial
Ontario, Canada
$837K -$188K -2,817 -18%
LWAC
428
Laurel Wealth Advisors (California)
California
$833K -$67 -1 -0%
QCIG
429
Quad-Cities Investment Group
Iowa
$822K -$667 -10 -0.1%
SACTSONJ
430
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$821K -$334K -5,000 -29%
Voloridge Investment Management
431
Voloridge Investment Management
Florida
$821K +$821K +12,298 New
BTWM
432
Baker Tilly Wealth Management
Wisconsin
$819K +$54.3K +814 +7%
AP
433
Appleton Partners
Massachusetts
$815K +$309K +4,634 +61%
DWM
434
Dorchester Wealth Management
Quebec, Canada
$810K – – –
EP
435
Eudaimonia Partners
Tennessee
$808K +$808K +12,111 New
CT
436
Coastline Trust
Rhode Island
$792K – – –
HTHT
437
Hemenway Trust Hemenway Trust
New Hampshire
$786K -$37.8K -567 -5%
MFA
438
Mayflower Financial Advisors
Massachusetts
$774K +$71.9K +1,078 +10%
MWAM
439
Manhattan West Asset Management
California
$771K +$103K +1,542 +15%
WSTAM
440
Wilbanks Smith & Thomas Asset Management
Virginia
$766K -$24.2K -363 -3%
Vontobel Holding
441
Vontobel Holding
Switzerland
$765K +$484K +7,048 +172%
SWP
442
Stratos Wealth Partners
Ohio
$754K -$214K -3,210 -22%
BA
443
Ballast Advisors
Minnesota
$740K -$8.61K -129 -1%
PWPS
444
Pinnacle Wealth Planning Services
Ohio
$729K +$4.61K +69 +0.6%
9WM
445
9258 Wealth Management
Ohio
$724K -$43.8K -656 -6%
GJIC
446
Gamble Jones Investment Counsel
California
$724K – – –
ACH
447
ArrowMark Colorado Holdings
Colorado
$718K – – –
LFS
448
Legacy Financial Strategies
Kansas
$702K -$3.81K -57 -0.5%
Luther King Capital Management (LKCM)
449
Luther King Capital Management (LKCM)
Texas
$699K +$52.6K +788 +8%
Thrivent Financial for Lutherans
450
Thrivent Financial for Lutherans
Minnesota
$697K -$6.12K -90 -0.9%
16 17
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