CP icon

Canadian Pacific Kansas City
CP

Overview Fund Activity

905 hedge funds and large institutions have $51.4B invested in Canadian Pacific Kansas City in 2022 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 255 increasing their positions, 321 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+84
Holders Change %
+10.23%
% of All Funds
14.6%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.89%
New
145
Increased
255
Reduced
321
Closed
45
Calls
$154M
Puts
$141M
Net Calls
+$13.4M
Net Calls Change
-$23.8M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$459M
2
AWA
2
Arete Wealth Advisors
Illinois
$204M
3
Barclays
3
Barclays
United Kingdom
$166M
4
Bessemer Group
4
Bessemer Group
New Jersey
$269M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$701M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.44B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.37B
3
ECU
3
Egerton Capital (UK)
United Kingdom
$1.52B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.21B
5
Parnassus Investments
5
Parnassus Investments
California
$754M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
626
Mitsubishi UFJ Trust & Banking
Japan
$320K -$80.7K -1,083 -20%
Chevy Chase Trust
627
Chevy Chase Trust
Maryland
$320K +$320K +4,286 New
IP
628
Intellectus Partners
California
$318K – – –
GWM
629
Geneos Wealth Management
Colorado
$318K +$9.7K +130 +3%
BBA
630
BLB&B Advisors
Pennsylvania
$316K – – –
SWA
631
SFMG Wealth Advisors
Texas
$315K -$29.1K -390 -8%
EFS
632
Essex Financial Services
Connecticut
$314K +$74 +1 +0%
BIM
633
Baldwin Investment Management
Pennsylvania
$313K – – –
LC
634
LCNB Corp
Ohio
$307K – – –
LWCFA
635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$304K -$9.7K -130 -3%
WGAM
636
Wilkinson Global Asset Management
New York
$301K – – –
AWM
637
Avior Wealth Management
Nebraska
$300K – – –
WC
638
Wexford Capital
Florida
$299K -$437K -5,847 -59%
PCM
639
Poehling Capital Management
Wisconsin
$298K – – –
NFG
640
Nations Financial Group
Iowa
$295K +$295K +3,953 New
RRCM
641
Rappaport Reiches Capital Management
Illinois
$295K +$295K +3,951 New
WCM
642
Wunderlich Capital Managemnt
Tennessee
$293K – – –
OWA
643
Opal Wealth Advisors
New York
$292K +$17.4K +233 +6%
PFS
644
Prospera Financial Services
Texas
$291K +$3.21K +43 +1%
PCMK
645
Paragon Capital Management (Kansas)
Kansas
$288K – – –
SFP
646
Sweet Financial Partners
Minnesota
$286K – – –
NRW
647
Nova R Wealth
Kansas
$285K +$447 +6 +0.2%
TSWM
648
Triangle Securities Wealth Management
North Carolina
$284K -$20.5K -275 -7%
BC
649
Burney Company
Virginia
$281K -$84.8K -1,137 -23%
FFM
650
Forum Financial Management
Illinois
$280K +$448 +6 +0.2%
24 25
26
27 28