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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 %
BFS
501
Bradley Foster & Sargent
Connecticut
$600K -$13.1K -187 -2%
BRWA
502
B. Riley Wealth Advisors
Florida
$596K -$80.3K -1,147 -12%
FHB
503
First Hawaiian Bank
Hawaii
$593K +$3.43K +49 +0.6%
QCG
504
Quadrant Capital Group
Ohio
$590K +$51.1K +731 +9%
CWM
505
Circle Wealth Management
New Jersey
$589K +$589K +8,427 New
GAG
506
GM Advisory Group
New York
$588K -$50.6K -725 -8%
JHP
507
James Hambro & Partners
United Kingdom
$587K +$140K +2,000 +31%
ONB
508
Old National Bancorp
Indiana
$586K +$201K +2,882 +52%
KA
509
Kintegral Advisory
New York
$581K +$12.4K +177 +2%
EVC
510
Eidelman Virant Capital
Missouri
$577K – – –
Lido Advisors
511
Lido Advisors
California
$575K +$419 +6 +0.1%
PCP
512
Proficio Capital Partners
Massachusetts
$572K +$572K +8,194 New
AAMC
513
Asset Allocation & Management Company
Illinois
$564K – – –
AWP
514
Accretive Wealth Partners
New Jersey
$563K -$4.47K -64 -0.8%
RA
515
RFG Advisory
Alabama
$560K +$5.36K +67 +1%
IWP
516
Icon Wealth Partners
Texas
$556K -$78.8K -1,129 -12%
HCA
517
Harbour Capital Advisors
Virginia
$556K +$2.1K +30 +0.4%
BG
518
Bahl & Gaynor
Ohio
$553K – – –
APA
519
American Portfolios Advisors
New York
$549K -$42.9K -614 -7%
PNC
520
Park National Corp
Ohio
$545K -$1.33K -19 -0.2%
IB
521
Intrust Bank
Kansas
$543K -$6.63K -95 -1%
AIA
522
Alera Investment Advisors
Illinois
$535K +$14K +201 +3%
AP
523
Appleton Partners
Massachusetts
$530K +$530K +7,586 New
CCM
524
Cohen Capital Management
California
$524K – – –
NFC
525
Northeast Financial Consultants
Connecticut
$523K +$7.96K +114 +2%
19 20
21
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