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Canadian Pacific Kansas City
CP

Overview Fund Activity

832 hedge funds and large institutions have $50.9B invested in Canadian Pacific Kansas City in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 274 increasing their positions, 300 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-73
Holders Change %
-8.07%
% of All Funds
13.32%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.72%
New
78
Increased
274
Reduced
300
Closed
134
Calls
$170M
Puts
$155M
Net Calls
+$15.3M
Net Calls Change
+$1.93M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$265M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$146M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$139M
4
SGA
Sustainable Growth Advisers
Connecticut
+$123M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$113M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$990M
2
Artisan Partners
Artisan Partners
Wisconsin
-$332M
3
DZ Bank
DZ Bank
Germany
-$327M
4
AIM
Allen Investment Management
New York
-$298M
5
Capital World Investors
Capital World Investors
California
-$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
576
Davidson Trust Company
Washington
$350K +$350K +4,551 New
BC
577
Barnett & Company
Tennessee
$348K – – –
SWP
578
Strategic Wealth Partners
Ohio
$340K +$7.77K +101 +2%
DIM
579
Delta Investment Management
California
$339K -$375K -4,870 -53%
VAM
580
Verity Asset Management
North Carolina
$336K – – –
MWM
581
Meridian Wealth Management
Kentucky
$335K -$14.8K -192 -4%
AWM
582
Avior Wealth Management
Nebraska
$331K +$21.5K +279 +7%
IP
583
Intellectus Partners
California
$329K – – –
GWM
584
Geneos Wealth Management
Colorado
$328K – – –
LNC
585
Lincoln National Corp
Pennsylvania
$327K +$55.5K +722 +20%
SWA
586
SFMG Wealth Advisors
Texas
$325K – – –
HPG
587
Harvest Portfolios Group
Ontario, Canada
$323K +$323K +4,200 New
BIM
588
Baldwin Investment Management
Pennsylvania
$323K +$539 +7 +0.2%
CAM
589
Cubic Asset Management
Massachusetts
$323K -$8.23K -107 -2%
GSEP
590
Golden State Equity Partners
California
$322K +$322K +4,186 New
LC
591
LCNB Corp
Ohio
$317K – – –
Mitsubishi UFJ Trust & Banking
592
Mitsubishi UFJ Trust & Banking
Japan
$315K -$15.4K -200 -5%
WGAM
593
Wilkinson Global Asset Management
New York
$310K – – –
PCM
594
Poehling Capital Management
Wisconsin
$308K – – –
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$304K -$9.62K -125 -3%
SI
596
Stephens Inc
Arkansas
$303K +$48.4K +629 +19%
CIAS
597
Capital Investment Advisory Services
North Carolina
$303K -$940K -12,218 -76%
SFP
598
Sweet Financial Partners
Minnesota
$303K +$7.93K +103 +3%
WCM
599
Wunderlich Capital Managemnt
Tennessee
$302K -$385 -5 -0.1%
NFG
600
Nations Financial Group
Iowa
$295K -$9.23K -120 -3%
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