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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 %
NRW
601
Nova R Wealth
Kansas
$294K +$385 +5 +0.1%
TSWM
602
Triangle Securities Wealth Management
North Carolina
$293K – – –
PP
603
PDS Planning
Ohio
$292K +$292K +3,794 New
AC
604
Avestar Capital
New York
$292K +$292K +3,791 New
BAM
605
Belpointe Asset Management
Nevada
$291K +$80K +1,040 +38%
BC
606
Burney Company
Virginia
$290K – – –
QI
607
Qtron Investments
Massachusetts
$287K – – –
LFA
608
Legacy Financial Advisors
Kentucky
$287K +$22.3K +290 +8%
MF
609
Montis Financial
Massachusetts
$283K – – –
MGIA
610
Moneta Group Investment Advisors
Missouri
$282K +$282K +3,662 New
MA
611
Montag & Associates
Georgia
$278K – – –
SCG
612
Sonata Capital Group
Washington
$277K – – –
IPW
613
Inlet Private Wealth
Florida
$277K – – –
Parallax Volatility Advisers
614
Parallax Volatility Advisers
California
$274K +$274K +3,558 New
VFA
615
Valeo Financial Advisors
Indiana
$272K +$19.1K +248 +8%
BC
616
Bridgefront Capital
Texas
$271K -$103K -1,343 -28%
WA
617
WBH Advisory
Maryland
$270K +$270K +3,513 New
AA
618
Ancora Advisors
Ohio
$270K +$3.69K +48 +1%
Credit Agricole
619
Credit Agricole
France
$269K – – –
STC
620
Sarah T. Connolly
$269K – – –
WA1
621
Wimmer Associates 1
California
$267K – – –
PCMK
622
Paragon Capital Management (Kansas)
Kansas
$263K -$34.6K -450 -12%
DLA
623
Douglas Lane & Associates
New York
$260K – – –
LWP
624
LMG Wealth Partners
Louisiana
$259K +$846 +11 +0.3%
SRC
625
Stone Run Capital
New York
$259K -$7.69K -100 -3%
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