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Canadian Pacific Kansas City
CP

Overview Fund Activity

905 hedge funds and large institutions have $51.4B invested in Canadian Pacific Kansas City in 2022 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 255 increasing their positions, 321 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+84
Holders Change %
+10.23%
% of All Funds
14.6%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.89%
New
145
Increased
255
Reduced
321
Closed
45
Calls
$154M
Puts
$141M
Net Calls
+$13.4M
Net Calls Change
-$23.8M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$459M
2
AWA
2
Arete Wealth Advisors
Illinois
$204M
3
Barclays
3
Barclays
United Kingdom
$166M
4
Bessemer Group
4
Bessemer Group
New Jersey
$269M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$701M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.44B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B
3
ECU
3
Egerton Capital (UK)
United Kingdom
$1.52B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.21B
5
Parnassus Investments
5
Parnassus Investments
California
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
451
Brown Brothers Harriman & Co
New York
$952K -$2.16K -29 -0.2%
FCAG
452
First Capital Advisors Group
New Jersey
$952K -$16.8K -225 -2%
Cerity Partners
453
Cerity Partners
New York
$948K +$331K +4,434 +54%
GIBU
454
Gulf International Bank (UK)
United Kingdom
$945K -$62.6K -840 -6%
GIA
455
Guyasuta Investment Advisors
Pennsylvania
$943K +$166K +2,222 +21%
MFA
456
Mayflower Financial Advisors
Massachusetts
$929K +$63.4K +850 +7%
QCIG
457
Quad-Cities Investment Group
Iowa
$919K – – –
SACTSONJ
458
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$918K – – –
CT
459
Coastline Trust
Rhode Island
$913K +$28K +375 +3%
LWAC
460
Laurel Wealth Advisors (California)
California
$902K -$29.2K -391 -3%
BTWM
461
Baker Tilly Wealth Management
Wisconsin
$897K -$18.5K -248 -2%
DI
462
DFPG Investments
Utah
$890K +$890K +11,512 New
BGCP
463
Bristol Gate Capital Partners
Ontario, Canada
$890K -$168K -2,250 -16%
EP
464
Eudaimonia Partners
Tennessee
$883K -$19.9K -267 -2%
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
$879K +$21.6K +290 +3%
WA
466
Wealth Alliance
New York
$876K -$118K -1,586 -12%
SLF
467
Sun Life Financial
Ontario, Canada
$873K -$67.8K -904 -7%
HTHT
468
Hemenway Trust Hemenway Trust
New Hampshire
$868K -$10.8K -145 -1%
SWS
469
SYSTM Wealth Solutions
Illinois
$857K +$857K +11,485 New
AAM
470
Austin Asset Management
Texas
$856K – – –
CAM
471
Cresset Asset Management
Illinois
$854K -$71.6K -994 -8%
GCM
472
Greenland Capital Management
New York
$843K +$843K +11,300 New
DWP
473
Daymark Wealth Partners
Ohio
$838K +$838K +11,241 New
MIP
474
Marietta Investment Partners
Wisconsin
$834K -$138K -1,845 -14%
Thrivent Financial for Lutherans
475
Thrivent Financial for Lutherans
Minnesota
$820K +$49K +652 +6%
17 18
19
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