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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 %
STC
626
Sarah T. Connolly
$244K – – –
CMS
627
Capital Market Strategies
Florida
$244K – – –
SI
628
Stephens Inc
Arkansas
$243K -$28.4K -407 -10%
AA
629
Ancora Advisors
Ohio
$242K -$6.71K -96 -3%
MF
630
Montis Financial
Massachusetts
$242K -$140 -2 -0.1%
SRC
631
Stone Run Capital
New York
$242K – – –
BAMF
632
BI Asset Management Fondsmaeglerselskab
Denmark
$241K -$197K -2,823 -45%
BP
633
BBR Partners
New York
$237K -$418 -6 -0.2%
DLA
634
Douglas Lane & Associates
New York
$236K – – –
BL
635
Balentine LLC
Georgia
$235K -$386K -5,537 -62%
WA1
636
Wimmer Associates 1
California
$235K – – –
VFA
637
Valeo Financial Advisors
Indiana
$234K -$26K -372 -10%
TCOV
638
Trust Company of Vermont
Vermont
$230K -$335K -4,800 -59%
BS
639
Boenning & Scattergood
Pennsylvania
$227K – – –
EGM
640
Engineers Gate Manager
New York
$224K +$224K +3,200 New
ALAM
641
Asahi Life Asset Management
Japan
$222K -$260K -3,730 -54%
LIM
642
Leavell Investment Management
Alabama
$222K – – –
LSPW
643
Lake Street Private Wealth
Illinois
$221K -$54.7K -783 -20%
SP
644
Successful Portfolios
Florida
$221K – – –
IC
645
IEQ Capital
California
$221K +$9.02K +129 +4%
KPWS
646
Kestra Private Wealth Services
Texas
$221K +$221K +3,159 New
EVM
647
Evelyn V. Moreno
$220K – – –
AF
648
Aldebaran Financial
$220K – – –
BSW
649
Buckingham Strategic Wealth
Missouri
$219K -$210 -3 -0.1%
RWM
650
Ritholtz Wealth Management
New York
$217K +$217K +3,113 New
24 25
26
27 28