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Canadian Pacific Kansas City
CP

Overview Fund Activity

840 hedge funds and large institutions have $46.9B invested in Canadian Pacific Kansas City in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 245 increasing their positions, 297 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
-16
Holders Change %
-1.87%
% of All Funds
14.2%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.68%
New
89
Increased
245
Reduced
297
Closed
96
Calls
$144M
Puts
$113M
Net Calls
+$30.5M
Net Calls Change
+$74.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.54B
2
DZ Bank
2
DZ Bank
Germany
$193M
3
Bessemer Group
3
Bessemer Group
New Jersey
$156M
4
Morgan Stanley
4
Morgan Stanley
New York
$317M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$116M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.12B
2
MG
2
Meritage Group
California
$65.4M
3
WCM Investment Management
3
WCM Investment Management
California
$2.27B
4
JSP
4
Jackson Square Partners
California
$28.6M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
WGAM
601
Wilkinson Global Asset Management
New York
$282K – – –
FCBT
602
First Citizens Bank & Trust
North Carolina
$282K +$282K +4,037 New
AWM
603
Angeles Wealth Management
California
$280K -$3.07K -44 -1%
PCM
604
Poehling Capital Management
Wisconsin
$279K – – –
AWM
605
Avior Wealth Management
Nebraska
$277K – – –
WCM
606
Wunderlich Capital Managemnt
Tennessee
$276K – – –
EWM
607
Empirical Wealth Management
Washington
$275K -$14.8K -212 -5%
AL
608
Aspiriant LLC
California
$272K +$272K +3,892 New
PCMK
609
Paragon Capital Management (Kansas)
Kansas
$270K – – –
IP
610
Intellectus Partners
California
$269K -$23.7K -338 -8%
SFP
611
Sweet Financial Partners
Minnesota
$267K +$267K +3,829 New
NRW
612
Nova R Wealth
Kansas
$266K +$419 +6 +0.2%
WTC
613
WhitTier Trust Company
Nevada
$265K +$140 +2 +0.1%
FFM
614
Forum Financial Management
Illinois
$262K – – –
WA
615
WBH Advisory
Maryland
$260K – – –
DWT
616
Dorsey & Whitney Trust
South Dakota
$257K +$48.4K +687 +23%
SG
617
StoneX Group
New York
$256K +$256K +3,671 New
OWA
618
Opal Wealth Advisors
New York
$256K -$55.3K -792 -18%
SCG
619
Sonata Capital Group
Washington
$252K – – –
GPA
620
Garrison Point Advisors
California
$251K -$50.6K -726 -17%
1WA
621
180 Wealth Advisors
Washington
$251K -$12.5K -174 -5%
IPW
622
Inlet Private Wealth
Florida
$251K – – –
BC
623
Burney Company
Virginia
$250K – – –
KWM
624
Kolinsky Wealth Management
New Jersey
$247K +$978 +14 +0.4%
IGWM
625
ICA Group Wealth Management
Colorado
$245K +$2.04K +25 +0.8%
23 24
25
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