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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 %
AWM
476
Avior Wealth Management
Nebraska
$78K +$39K +515 +100%
AIC
477
Ameritas Investment Company
Nebraska
$76.1K +$76.1K +1,005 New
BFEC
478
Benjamin F. Edwards & Company
Missouri
$76K – – –
JCM
479
Jacobi Capital Management
Pennsylvania
$76K – – –
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$76K – – –
GRP
481
Global Retirement Partners
California
$76K – – –
FCM
482
Firestone Capital Management
Florida
$76K – – –
TCWM
483
Total Clarity Wealth Management
Illinois
$76K +$76K +1,000 New
HC
484
Hoese & Co
Minnesota
$76K +$76K +1,000 New
FP
485
Fiduciary Planning
Florida
$71K – – –
ARMC
486
American Research & Management Company
Massachusetts
$68K +$11.3K +150 +20%
GWM
487
Geneos Wealth Management
Colorado
$67K +$2.96K +40 +5%
ATC
488
Adirondack Trust Company
New York
$66K – – –
EDRH
489
Edmond de Rothschild Holding
Switzerland
$63K -$26.7K -350 -30%
PB
490
Pinnacle Bancorp
Nebraska
$61K – – –
SWM
491
Spire Wealth Management
Virginia
$61K +$61K +915 New
EFSCE
492
Enterprise Financial Services Corp (EFSC)
Missouri
$60K +$3.4K +45 +6%
SQA
493
Simon Quick Advisors
New Jersey
$59K – – –
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$59K – – –
PMFA
495
Plante Moran Financial Advisors
Michigan
$57K – – –
First Manhattan
496
First Manhattan
New York
$56K – – –
MA
497
Montag & Associates
Georgia
$55K – – –
MHR
498
Matthew Hamilton Rosenberg
$52K – – –
RCM
499
Regency Capital Management
Hawaii
$49K +$49K +645 New
CFA
500
Carroll Financial Associates
North Carolina
$47K – – –
18 19
20
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