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Canadian Pacific Kansas City
CP

Overview Fund Activity

560 hedge funds and large institutions have $34.3B invested in Canadian Pacific Kansas City in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 222 increasing their positions, 147 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+6
Holders Change %
+1.08%
% of All Funds
9.83%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.32%
New
71
Increased
222
Reduced
147
Closed
60
Calls
$147M
Puts
$158M
Net Calls
-$10.9M
Net Calls Change
+$488M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$1.87B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$286M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$224M
4
MG
4
Meritage Group
California
$194M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$1.34B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.86B
2
MCM
2
Marsico Capital Management
Colorado
$0
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$43.1M
4
Norges Bank
4
Norges Bank
Norway
$457M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
451
Geneos Wealth Management
Colorado
$140K +$80.1K +1,211 +134%
OC
452
Oakworth Capital
Alabama
$134K – – –
AAP
453
Arax Advisory Partners
Colorado
$125K +$326 +5 +0.3%
CA
454
Clearstead Advisors
Ohio
$121K – – –
AAM
455
Advisors Asset Management
Colorado
$115K -$63.8K -977 -36%
M
456
Mirova
France
$112K +$10.5K +162 +10%
MFA
457
McClarren Financial Advisors
Pennsylvania
$111K – – –
CIM
458
Contravisory Investment Management
Massachusetts
$99K +$1.1K +17 +1%
SIM
459
Sonora Investment Management
Arizona
$88K – – –
PGAM
460
Princeton Global Asset Management
New Jersey
$83K – – –
HIA
461
Harbor Investment Advisory
Maryland
$80K – – –
Acadian Asset Management
462
Acadian Asset Management
Massachusetts
$78K -$637K -9,800 -89%
RFA
463
Reilly Financial Advisors
California
$78K – – –
FCM
464
Firestone Capital Management
Florida
$77K – – –
IUHSA
465
Itau Unibanco Holding S.A.
Brazil
$73K +$53.2K +812 +268%
AWM
466
Avior Wealth Management
Nebraska
$71K +$4.03K +62 +6%
SWM
467
Selective Wealth Management
Virginia
$70K +$26K +400 +59%
AF
468
Allworth Financial
California
$68K – – –
PPWM
469
PFG Private Wealth Management
Florida
$68K +$68K +1,047 New
ATC
470
Adirondack Trust Company
New York
$67K – – –
LC
471
Lindbrook Capital
California
$66K -$5.13K -79 -7%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$65K – – –
JCM
473
Jacobi Capital Management
Pennsylvania
$65K – – –
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$65K – – –
FGAM
475
Financial Gravity Asset Management
Texas
$65K – – –
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19
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