CP icon

Canadian Pacific Kansas City
CP

Overview Fund Activity

559 hedge funds and large institutions have $36.8B invested in Canadian Pacific Kansas City in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 197 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+40
Holders Change %
+7.71%
% of All Funds
9.84%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.48%
New
83
Increased
197
Reduced
153
Closed
39
Calls
$114M
Puts
$251M
Net Calls
-$136M
Net Calls Change
-$103M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.79B
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$1.26B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$295M
4
MG
4
Meritage Group
California
$151M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.03B

Top Sellers

1
Canada Life
1
Canada Life
Manitoba, Canada
$39.3M
2
SCM
2
Suvretta Capital Management
New York
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.05B
4
AAM
4
Arabesque Asset Management
United Kingdom
$2.6M
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
451
WESPAC Advisors SoCal
California
$207K +$207K +2,725 New
ESB
452
Essex Savings Bank
Connecticut
$205K +$205K +2,875 New
RJT
453
Raymond James Trust
Florida
$203K +$203K +2,680 New
BMM
454
Buffington Mohr McNeal
Idaho
$201K +$201K +2,650 New
EWM
455
Evercore Wealth Management
New York
$200K +$200K +2,640 New
ZB
456
Zions Bancorporation
Utah
$196K -$6.08K -80 -3%
IA
457
IFP Advisors
Florida
$194K -$122K -1,620 -39%
Macquarie Group
458
Macquarie Group
Australia
$190K +$190K +2,490 New
Jones Financial Companies
459
Jones Financial Companies
Missouri
$184K +$80.6K +1,060 +78%
HBT
460
Hills Bank & Trust
Iowa
$182K – – –
BWP
461
Baldwin Wealth Partners
Massachusetts
$161K -$6.09K -80 -4%
CAM
462
CenterStar Asset Management
Illinois
$156K – – –
OC
463
Oakworth Capital
Alabama
$156K +$99.1K +1,305 +174%
SFS
464
Sowell Financial Services
Arkansas
$156K +$110K +1,415 +238%
CA
465
Clearstead Advisors
Ohio
$141K – – –
BCWM
466
Bartlett & Co Wealth Management
Ohio
$136K – – –
BC
467
Bartlett & Co
Ohio
$136K – – –
TCOV
468
Trust Company of Vermont
Vermont
$127K – – –
VFA
469
Valeo Financial Advisors
Indiana
$111K – – –
CIM
470
Contravisory Investment Management
Massachusetts
$107K +$381 +5 +0.4%
SIM
471
Sonora Investment Management
Arizona
$102K – – –
M
472
Mirova
France
$102K +$23.5K +310 +30%
PGAM
473
Princeton Global Asset Management
New Jersey
$97K – – –
HIA
474
Harbor Investment Advisory
Maryland
$93K +$14.8K +195 +19%
LC
475
Lindbrook Capital
California
$82K +$6.42K +85 +9%
17 18
19
20 21