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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 %
FFM
651
Forum Financial Management
Illinois
$270K +$270K +3,752 New
SCM
652
Southport Capital Management
Tennessee
$267K +$267K +3,706 New
WA
653
WBH Advisory
Maryland
$266K +$266K +3,692 New
AWA
654
Arete Wealth Advisors
Illinois
$263K +$263K +3,656 New
KWM
655
Kolinsky Wealth Management
New Jersey
$261K +$261K +3,628 New
IPW
656
Inlet Private Wealth
Florida
$259K – – –
SCG
657
Sonata Capital Group
Washington
$259K +$259K +3,605 New
BC
658
Burney Company
Virginia
$258K +$258K +3,581 New
MWM
659
Meridian Wealth Management
Kentucky
$255K +$255K +3,547 New
AWP
660
Abacus Wealth Partners
California
$252K +$252K +3,503 New
STC
661
Sarah T. Connolly
$252K – – –
CMS
662
Capital Market Strategies
Florida
$252K +$252K +3,500 New
SWM
663
SeaCrest Wealth Management
New York
$252K +$252K +3,505 New
MCM
664
Marathon Capital Management
Maryland
$251K +$251K +3,493 New
SRC
665
Stone Run Capital
New York
$249K +$249K +3,460 New
MF
666
Montis Financial
Massachusetts
$249K +$249K +3,462 New
DCM
667
DGS Capital Management
New Jersey
$248K +$248K +3,451 New
IA
668
IFG Advisory
Georgia
$246K +$246K +3,426 New
BP
669
BBR Partners
New York
$245K +$245K +3,404 New
ECM
670
Evergreen Capital Management
Washington
$243K +$243K +3,371 New
WA1
671
Wimmer Associates 1
California
$242K +$242K +3,359 New
OWA
672
Opal Wealth Advisors
New York
$242K +$242K +3,361 New
DTL
673
Dynamic Technology Lab
Singapore
$241K -$278K -3,852 -54%
DLA
674
Douglas Lane & Associates
New York
$240K +$240K +3,336 New
VFA
675
Valeo Financial Advisors
Indiana
$240K +$240K +3,341 New
25 26
27
28 29