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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 %
KF
526
Krilogy Financial
Missouri
$615K +$615K +8,250 New
GAG
527
GM Advisory Group
New York
$614K – – –
AT
528
American Trust
Kentucky
$611K -$53.7K -720 -8%
Lido Advisors
529
Lido Advisors
California
$610K -$2.98K -40 -0.5%
WIM
530
Waycross Investment Management
Washington
$605K +$605K +8,114 New
BG
531
Bahl & Gaynor
Ohio
$601K +$10.2K +137 +2%
BF
532
BOK Financial
Oklahoma
$598K -$62.9K -843 -10%
HH
533
Hilltop Holdings
Texas
$594K -$56.2K -754 -9%
CCM
534
Coldstream Capital Management
Washington
$594K +$594K +7,957 New
SPIA
535
Steward Partners Investment Advisory
New York
$591K -$41.7K -559 -7%
PNC
536
Park National Corp
Ohio
$583K +$448 +6 +0.1%
BRWA
537
B. Riley Wealth Advisors
Florida
$580K -$145K -1,943 -20%
VF
538
Virtu Financial
New York
$579K +$579K +7,764 New
HCA
539
Harbour Capital Advisors
Virginia
$579K -$13.3K -178 -2%
PSP
540
Principal Street Partners
Tennessee
$572K -$88K -1,179 -13%
FTDI
541
First Trust Direct Indexing
Massachusetts
$572K -$26.7K -358 -4%
AIA
542
Alera Investment Advisors
Illinois
$571K -$11.2K -150 -2%
IB
543
Intrust Bank
Kansas
$571K -$7.46K -100 -1%
FC
544
Forte Capital
New York
$560K +$4.92K +66 +0.9%
CCM
545
Cohen Capital Management
California
$559K – – –
NFC
546
Northeast Financial Consultants
Connecticut
$554K -$4.85K -65 -0.9%
CT
547
Columbia Trust
Oregon
$551K – – –
FAM
548
Formidable Asset Management
Ohio
$550K +$550K +7,380 New
BP
549
Ballentine Partners
Massachusetts
$544K +$13.3K +178 +3%
RA
550
RFG Advisory
Alabama
$541K -$9.57K -121 -2%
20 21
22
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