CP icon

Canadian Pacific Kansas City
CP

Overview Fund Activity

821 hedge funds and large institutions have $44.8B invested in Canadian Pacific Kansas City in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 250 increasing their positions, 302 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
-19
Holders Change %
-2.26%
% of All Funds
14.2%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
0.78%
New
68
Increased
250
Reduced
302
Closed
73
Calls
$140M
Puts
$102M
Net Calls
+$37.2M
Net Calls Change
+$6.69M

Top Buyers

1
PSCM
Pershing Square Capital Management
New York
+$820M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$308M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$197M
4
NCMU
NAYA Capital Management (UK)
United Kingdom
+$163M
5
DZ Bank
DZ Bank
Germany
+$120M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$866M
2
ECU
Egerton Capital (UK)
United Kingdom
-$205M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$185M
4
VAM
Veritas Asset Management
United Kingdom
-$156M
5
Parnassus Investments
Parnassus Investments
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
576
StrategIQ Financial Group
Indiana
$311K +$7.13K +107 +2%
OPS
577
Orion Portfolio Solutions
Nebraska
$310K +$11.6K +173 +4%
SWA
578
SFMG Wealth Advisors
Texas
$309K -$65.4K -976 -17%
KIA
579
KCM Investment Advisors
California
$309K – – –
NFGCM
580
Norman Fields Gottscho Capital Management
New York
$308K -$65.3K -980 -18%
BST
581
Bath Savings Trust
Maine
$307K – – –
XF
582
XML Financial
Maryland
$306K +$306K +4,583 New
BC
583
Barnett & Company
Tennessee
$302K -$33.4K -500 -10%
CL
584
Choreo LLC
Illinois
$302K +$6.01K +90 +2%
IA
585
IFG Advisory
Georgia
$298K +$12.1K +182 +4%
MWM
586
Meridian Wealth Management
Kentucky
$296K -$51.3K -769 -15%
IA
587
Insight Advisors
Pennsylvania
$289K – – –
WI
588
Wahed Invest
New York
$289K +$289K +4,306 New
CAM
589
Cubic Asset Management
Massachusetts
$287K – – –
IP
590
Intellectus Partners
California
$287K +$28.2K +418 +11%
VIA
591
Vident Investment Advisory
Georgia
$283K +$30.1K +508 +12%
BBA
592
BLB&B Advisors
Pennsylvania
$282K – – –
LWCFA
593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$281K – – –
EFS
594
Essex Financial Services
Connecticut
$281K +$133 +2 +0%
GWM
595
Geneos Wealth Management
Colorado
$275K -$87K -1,307 -24%
LC
596
LCNB Corp
Ohio
$275K – – –
TSWM
597
Triangle Securities Wealth Management
North Carolina
$272K – – –
VT
598
Vise Technologies
New York
$270K +$78.8K +1,180 +41%
WGAM
599
Wilkinson Global Asset Management
New York
$269K – – –
AWM
600
Angeles Wealth Management
California
$269K +$1.8K +27 +0.7%
22 23
24
25 26