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Canadian Pacific Kansas City
CP

Overview Fund Activity

910 hedge funds and large institutions have $47.3B invested in Canadian Pacific Kansas City in 2021 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 354 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+350
Holders Change %
+62.5%
% of All Funds
14.05%
Holding in Top 10
36
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+100%
% of All Funds
0.56%
New
395
Increased
354
Reduced
90
Closed
35
Calls
$194M
Puts
$282M
Net Calls
-$88.5M
Net Calls Change
-$77.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.41B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.65B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.13B
4
Nomura Holdings
4
Nomura Holdings
Japan
$598M
5
Parnassus Investments
5
Parnassus Investments
California
$455M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
QC
2
Quadrature Capital
United Kingdom
$4.77M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.39B
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$53.6M
5
AII
5
AGF Investments Inc
Ontario, Canada
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
626
Essex Financial Services
Connecticut
$309K +$309K +4,292 New
WS
627
Wedbush Securities
California
$306K +$306K +4,254 New
TRCT
628
Tower Research Capital (TRC)
New York
$303K -$1.1M -15,330 -78%
GSEP
629
Golden State Equity Partners
California
$299K +$6.91K +96 +2%
EWM
630
Empirical Wealth Management
Washington
$299K +$299K +4,151 New
OPS
631
Orion Portfolio Solutions
Nebraska
$299K +$299K +4,159 New
NFG
632
Nations Financial Group
Iowa
$293K -$1.58K -22 -0.5%
CT
633
Columbia Trust
Oregon
$293K – – –
Vontobel Holding
634
Vontobel Holding
Switzerland
$291K +$291K +4,074 New
WGAM
635
Wilkinson Global Asset Management
New York
$290K – – –
II
636
Inspire Investing
Idaho
$290K +$290K +4,037 New
PCM
637
Poehling Capital Management
Wisconsin
$288K – – –
WCM
638
Wunderlich Capital Managemnt
Tennessee
$288K – – –
AWM
639
Accurate Wealth Management
Florida
$288K +$288K +4,000 New
AWM
640
Avior Wealth Management
Nebraska
$287K +$208K +2,898 +265%
AWE
641
Avidian Wealth Enterprises
Texas
$287K +$287K +3,985 New
TC
642
Tacita Capital
Ontario, Canada
$284K – – –
IA
643
IFP Advisors
Florida
$284K +$98.3K +1,368 +53%
MMA
644
Miracle Mile Advisors
California
$283K +$283K +2,969 New
SVWAG
645
Sound View Wealth Advisors Group
Georgia
$283K +$283K +3,936 New
IC
646
IEQ Capital
California
$280K +$280K +3,898 New
PCMK
647
Paragon Capital Management (Kansas)
Kansas
$278K +$278K +3,866 New
FT
648
Fiduciary Trust
Massachusetts
$276K +$276K +3,836 New
NRW
649
Nova R Wealth
Kansas
$273K +$273K +3,798 New
WTC
650
WhitTier Trust Company
Nevada
$272K +$266K +3,696 +4,348%
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