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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 %
MWM
626
Merriman Wealth Management
Washington
$256K – – –
TCOV
627
Trust Company of Vermont
Vermont
$256K – – –
SW
628
SVB Wealth
Massachusetts
$254K +$77 +1 +0%
BBW
629
Blue Barn Wealth
Utah
$247K -$42.2K -549 -15%
OHWP
630
Oak Harbor Wealth Partners
North Carolina
$245K +$19.9K +259 +9%
OWA
631
Opal Wealth Advisors
New York
$245K -$56.6K -735 -19%
LIM
632
Leavell Investment Management
Alabama
$244K – – –
AWA
633
Arkadios Wealth Advisors
Georgia
$242K +$10.2K +132 +4%
IA
634
Insight Advisors
Pennsylvania
$242K -$91.4K -1,188 -27%
FW
635
FirstPurpose Wealth
Utah
$241K -$8.31K -108 -3%
AF
636
Aldebaran Financial
$241K – – –
KWM
637
Kolinsky Wealth Management
New Jersey
$241K -$21.4K -278 -8%
BWP
638
Baldwin Wealth Partners
Massachusetts
$241K +$846 +11 +0.4%
AWP
639
Abacus Wealth Partners
California
$236K – – –
GPA
640
Garrison Point Advisors
California
$231K -$46.2K -600 -17%
State Board of Administration of Florida Retirement System
641
State Board of Administration of Florida Retirement System
Florida
$231K – – –
ANBT
642
American National Bank & Trust
Texas
$229K – – –
BL
643
Balentine LLC
Georgia
$228K +$21.5K +280 +10%
FAFN
644
First Affirmative Financial Network
Colorado
$225K +$225K +2,930 New
FWP
645
FAS Wealth Partners
Kansas
$225K – – –
BPWM
646
Badgley Phelps Wealth Managers
Washington
$224K – – –
BI
647
Berkeley Inc
Idaho
$222K – – –
WAM
648
Westport Asset Management
Connecticut
$222K – – –
SW
649
SMART Wealth
Nebraska
$222K – – –
FCBT
650
First Citizens Bank & Trust
North Carolina
$222K – – –
24 25
26
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