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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 %
FAIM
501
Financial Advocates Investment Management
Washington
$680K +$680K +9,115 New
TA
502
Tiedemann Advisors
New York
$679K – – –
BA
503
Ballast Advisors
Minnesota
$678K -$149K -1,996 -18%
AAS
504
Avantax Advisory Services
Texas
$678K +$298 +4 +0%
SP
505
Symmetry Partners
Connecticut
$675K – – –
AF
506
Allworth Financial
California
$668K -$895 -12 -0.1%
ATC
507
Argent Trust Co
Tennessee
$666K -$18.9K -254 -3%
ACA
508
Anchor Capital Advisors
Massachusetts
$663K -$45.7K -613 -6%
CCA
509
Checchi Capital Advisers
California
$663K -$20.6K -276 -3%
KFI
510
Key Financial Inc
Pennsylvania
$660K – – –
EP
511
Edgestream Partners
New Jersey
$647K +$647K +8,675 New
NSEDCP
512
NJ State Employees Deferred Compensation Plan
New Jersey
$645K – – –
FHB
513
First Hawaiian Bank
Hawaii
$642K +$21.3K +285 +3%
FHA
514
First Horizon Advisors
Tennessee
$640K – – –
SS
515
Sound Stewardship
Kansas
$639K +$639K +8,563 New
BFS
516
Bradley Foster & Sargent
Connecticut
$635K – – –
AWP
517
Accretive Wealth Partners
New Jersey
$632K +$21.6K +290 +4%
CWM
518
Circle Wealth Management
New Jersey
$628K +$1.57K +21 +0.2%
AWM
519
Axxcess Wealth Management
California
$627K +$378K +5,071 +152%
TF
520
TIAA FSB
Florida
$627K -$84.1K -1,128 -12%
HVP
521
Hudson Value Partners
Florida
$625K +$9.32K +125 +2%
MA
522
Momentum Advisors
New York
$624K -$7.61K -102 -1%
PCP
523
Proficio Capital Partners
Massachusetts
$621K +$13.7K +184 +2%
TPW
524
Transatlantique Private Wealth
New York
$617K +$59.8K +796 +11%
KTA
525
Keeley-Teton Advisors
Illinois
$617K +$617K +8,269 New
19 20
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