CP icon

Canadian Pacific Kansas City
CP

Overview Fund Activity

856 hedge funds and large institutions have $55.8B invested in Canadian Pacific Kansas City in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 269 increasing their positions, 294 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-54
Holders Change %
-5.93%
% of All Funds
13.55%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
0.66%
New
107
Increased
269
Reduced
294
Closed
148
Calls
$148M
Puts
$192M
Net Calls
-$43.6M
Net Calls Change
+$44.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.24B
2
Parnassus Investments
Parnassus Investments
California
+$568M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$544M
4
Fidelity International
Fidelity International
Bermuda
+$362M
5
Nomura Holdings
Nomura Holdings
Japan
+$300M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$320M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$269M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$265M
4
Two Sigma Investments
Two Sigma Investments
New York
-$255M
5
ECU
Egerton Capital (UK)
United Kingdom
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
576
StrategIQ Financial Group
Indiana
$376K +$578 +7 +0.2%
CNBTD
577
Citizens National Bank Trust Department
Mississippi
$370K – – –
OWA
578
Opal Wealth Advisors
New York
$368K +$90.7K +1,099 +33%
STA
579
Summit Trail Advisors
New York
$367K +$367K +4,436 New
OPS
580
Orion Portfolio Solutions
Nebraska
$364K +$21K +254 +6%
VIA
581
Vident Investment Advisory
Georgia
$361K -$230K -2,792 -39%
XF
582
XML Financial
Maryland
$357K -$21.1K -256 -6%
IC
583
Inverness Counsel
New York
$357K – – –
GPA
584
Garrison Point Advisors
California
$357K – – –
CAM
585
Cubic Asset Management
Massachusetts
$355K – – –
EFS
586
Essex Financial Services
Connecticut
$354K +$82 +1 +0%
BBA
587
BLB&B Advisors
Pennsylvania
$349K -$238K -2,884 -41%
IP
588
Intellectus Partners
California
$346K -$24.7K -298 -7%
GSEP
589
Golden State Equity Partners
California
$343K – – –
EWM
590
Empirical Wealth Management
Washington
$343K – – –
MWM
591
Meridian Wealth Management
Kentucky
$342K +$49.5K +600 +17%
ECM
592
Evergreen Capital Management
Washington
$342K +$63.9K +774 +23%
ACI
593
Alpha Cubed Investments
California
$340K +$340K +4,115 New
LC
594
LCNB Corp
Ohio
$340K +$340K +4,116 New
YIH
595
Y-Intercept (HK)
Hong Kong
$338K -$1.11M -13,389 -77%
AWM
596
Angeles Wealth Management
California
$334K +$334K +4,052 New
WGAM
597
Wilkinson Global Asset Management
New York
$333K – – –
PCM
598
Poehling Capital Management
Wisconsin
$330K – – –
Squarepoint
599
Squarepoint
New York
$329K -$86.5M -1,048,891 -100%
AWM
600
Avior Wealth Management
Nebraska
$327K -$1.4K -17 -0.4%
22 23
24
25 26