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Canadian Pacific Kansas City
CP

Overview Fund Activity

840 hedge funds and large institutions have $46.9B invested in Canadian Pacific Kansas City in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 245 increasing their positions, 297 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-16
Holders Change %
-1.87%
% of All Funds
14.2%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.68%
New
89
Increased
245
Reduced
297
Closed
96
Calls
$144M
Puts
$113M
Net Calls
+$30.5M
Net Calls Change
+$74.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.54B
2
DZ Bank
2
DZ Bank
Germany
$193M
3
Bessemer Group
3
Bessemer Group
New Jersey
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$317M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$116M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.12B
2
MG
2
Meritage Group
California
$65.4M
3
WCM Investment Management
3
WCM Investment Management
California
$2.27B
4
JSP
4
Jackson Square Partners
California
$28.6M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
476
Luther King Capital Management (LKCM)
Texas
$677K +$2.17K +31 +0.3%
PCA
477
Private Capital Advisors
Connecticut
$665K – – –
FAIM
478
Financial Advocates Investment Management
Washington
$660K +$660K +9,453 New
PFO
479
Pathstone Family Office
New Jersey
$659K +$358K +5,120 +119%
PTP
480
Platform Technology Partners
New York
$645K – – –
AMG
481
Asset Management Group
Connecticut
$644K -$2.38K -34 -0.4%
TC
482
Tacita Capital
Ontario, Canada
$643K +$367K +5,260 +133%
CA
483
Cetera Advisors
Colorado
$638K +$26.7K +383 +4%
SP
484
Symmetry Partners
Connecticut
$633K – – –
QC
485
Quaero Capital
Switzerland
$629K – – –
AF
486
Allworth Financial
California
$628K -$1.12K -16 -0.2%
FHA
487
First Horizon Advisors
Tennessee
$628K +$67.7K +971 +12%
SPIA
488
Steward Partners Investment Advisory
New York
$619K -$19.3K -276 -3%
HH
489
Hilltop Holdings
Texas
$617K -$33.3K -477 -5%
SG
490
Stonnington Group
California
$615K -$274K -3,800 -31%
RMCM
491
Reynders McVeigh Capital Management
Massachusetts
$613K – – –
PSP
492
Principal Street Partners
Tennessee
$613K +$96.6K +1,381 +19%
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
$612K – – –
AWS
494
Atria Wealth Solutions
New York
$612K +$399K +5,711 +188%
SAM
495
Seelaus Asset Management
New Jersey
$611K -$163K -2,300 -21%
Assenagon Asset Management
496
Assenagon Asset Management
Luxembourg
$607K +$41.4K +593 +7%
AAS
497
Avantax Advisory Services
Texas
$606K +$606K +8,674 New
NSEDCP
498
NJ State Employees Deferred Compensation Plan
New Jersey
$604K – – –
TA
499
Tiedemann Advisors
New York
$603K -$1.13M -16,134 -65%
Cerity Partners
500
Cerity Partners
New York
$601K +$277K +3,969 +86%
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