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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
National Bank of Canada
Quebec, Canada
$459M
2
AWA
Arete Wealth Advisors
Illinois
$204M
3
Barclays
Barclays
United Kingdom
$166M
4
Bessemer Group
Bessemer Group
New Jersey
$269M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$701M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.44B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.37B
3
ECU
Egerton Capital (UK)
United Kingdom
$1.52B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
5
Parnassus Investments
Parnassus Investments
California
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
551
Clarius Group LLC
Washington
$534K +$16K +215 +3%
LOAMS
552
Lombard Odier Asset Management (Switzerland)
Switzerland
$534K +$285K +2,816 +114%
QCG
553
Quadrant Capital Group
Ohio
$532K +$86K +1,152 +19%
SHFA
554
SS&H Financial Advisors
Michigan
$527K – – –
9WM
555
9258 Wealth Management
Ohio
$526K -$283K -3,798 -35%
IA
556
IFG Advisory
Georgia
$522K +$188K +2,526 +56%
Pacer Advisors
557
Pacer Advisors
Pennsylvania
$519K +$519K +6,953 New
SIA
558
Schechter Investment Advisors
Michigan
$504K +$98.9K +1,326 +24%
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$501K -$5.15K -69 -1%
RMCM
560
Reynders McVeigh Capital Management
Massachusetts
$493K -$161K -2,163 -25%
Tudor Investment Corp
561
Tudor Investment Corp
Connecticut
$490K +$490K +6,575 New
IWA
562
Icon Wealth Advisors
Texas
$486K -$68.3K -915 -12%
UCFA
563
United Capital Financial Advisors
Texas
$479K +$11.9K +160 +3%
CIS
564
Continental Investors Services
Washington
$473K – – –
SCP
565
Stamos Capital Partners
California
$470K -$1.18M -15,790 -71%
CCM
566
Cullen Capital Management
New York
$466K – – –
IAIM
567
Industrial Alliance Investment Management
Quebec, Canada
$463K – – –
ST
568
Sabal Trust
Florida
$462K – – –
AO
569
Advisor OS
Illinois
$459K +$48.1K +645 +12%
LB
570
Legacy Bridge
Iowa
$457K – – –
AGC
571
Aspen Grove Capital
Colorado
$453K +$453K +6,065 New
AIM
572
Achmea Investment Management
Netherlands
$439K – – –
MCM
573
MAI Capital Management
Ohio
$438K +$171K +2,299 +64%
BFA
574
BMS Financial Advisors
South Dakota
$433K +$13.2K +177 +3%
FWIA
575
Fort Washington Investment Advisors
Ohio
$431K -$74.6K -1,000 -15%
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