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Canadian Pacific Kansas City
CP

Overview Fund Activity

832 hedge funds and large institutions have $50.9B invested in Canadian Pacific Kansas City in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 274 increasing their positions, 300 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-73
Holders Change %
-8.07%
% of All Funds
13.32%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.72%
New
78
Increased
274
Reduced
300
Closed
134
Calls
$170M
Puts
$155M
Net Calls
+$15.3M
Net Calls Change
+$1.93M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$988M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$988M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$286M
4
SGA
Sustainable Growth Advisers
Connecticut
$126M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.13B

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$0
2
Artisan Partners
Artisan Partners
Wisconsin
$434M
3
DZ Bank
DZ Bank
Germany
$55.8M
4
AIM
Allen Investment Management
New York
$0
5
Capital World Investors
Capital World Investors
California
$1.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
426
Victory Capital Management
Texas
$886K +$886K +11,512 New
DI
427
DFPG Investments
Utah
$885K -$616 -8 -0.1%
SWS
428
SYSTM Wealth Solutions
Illinois
$878K -$5.31K -69 -0.6%
WA
429
Wealth Alliance
New York
$873K -$30.8K -400 -3%
MIP
430
Marietta Investment Partners
Wisconsin
$864K +$3.54K +46 +0.4%
MFA
431
Mayflower Financial Advisors
Massachusetts
$864K -$94.1K -1,223 -10%
DWP
432
Daymark Wealth Partners
Ohio
$859K -$6.08K -79 -0.7%
ACH
433
ArrowMark Colorado Holdings
Colorado
$828K – – –
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$827K -$5.42K -71 -0.7%
BS
435
Bessemer Securities
New York
$823K -$162K -2,100 -16%
WPW
436
Waldron Private Wealth
Pennsylvania
$812K +$812K +10,556 New
ASN
437
Advisory Services Network
Georgia
$811K +$29.7K +386 +4%
LFS
438
Legacy Financial Strategies
Kansas
$809K – – –
HVP
439
Hudson Value Partners
Florida
$808K +$163K +2,125 +25%
V
440
VeraBank
Texas
$795K – – –
PWPS
441
Pinnacle Wealth Planning Services
Ohio
$794K -$1.46K -19 -0.2%
SCP
442
Stamos Capital Partners
California
$793K +$309K +4,010 +64%
CFGS
443
Concourse Financial Group Securities
Alabama
$792K -$4.63K -60 -0.6%
RFC
444
Regions Financial Corp
Alabama
$790K +$20.6K +268 +3%
JCA
445
Jade Capital Advisors
New Jersey
$769K +$769K +10,000 New
KFI
446
Key Financial Inc
Pennsylvania
$761K – – –
Luther King Capital Management (LKCM)
447
Luther King Capital Management (LKCM)
Texas
$745K -$18.5K -240 -2%
BCM
448
Brookstone Capital Management
Illinois
$743K -$8.73K -111 -1%
PAG
449
Private Advisor Group
New Jersey
$739K -$54K -702 -7%
Northwestern Mutual Wealth Management
450
Northwestern Mutual Wealth Management
Wisconsin
$734K -$365K -4,742 -33%
16 17
18
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