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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 %
BBW
651
Blue Barn Wealth
Utah
$280K +$17.2K +231 +7%
FRM
652
Fox Run Management
Connecticut
$279K -$153K -2,047 -35%
QI
653
Qtron Investments
Massachusetts
$278K +$278K +3,732 New
GCP
654
GSA Capital Partners
United Kingdom
$277K +$277K +3,710 New
MF
655
Montis Financial
Massachusetts
$274K – – –
TRCT
656
Tower Research Capital (TRC)
New York
$273K -$483K -6,481 -64%
QCM
657
Quantinno Capital Management
New York
$272K +$272K +3,653 New
AAMC
658
Asset Allocation & Management Company
Illinois
$270K – – –
MA
659
Montag & Associates
Georgia
$270K -$27.8K -372 -9%
SCG
660
Sonata Capital Group
Washington
$269K – – –
LWP
661
LMG Wealth Partners
Louisiana
$269K +$269K +3,350 New
GPA
662
Garrison Point Advisors
California
$269K – – –
IPW
663
Inlet Private Wealth
Florida
$268K – – –
BS
664
Boenning & Scattergood
Pennsylvania
$268K – – –
TWI
665
Thomas White International
Illinois
$267K +$267K +3,585 New
LNC
666
Lincoln National Corp
Pennsylvania
$263K +$263K +3,526 New
PAG
667
Private Advisor Group
New Jersey
$262K +$74.6K +2,942 +40%
CMS
668
Capital Market Strategies
Florida
$261K – – –
STC
669
Sarah T. Connolly
$261K – – –
Credit Agricole
670
Credit Agricole
France
$261K – – –
SRC
671
Stone Run Capital
New York
$258K – – –
AA
672
Ancora Advisors
Ohio
$258K – – –
LFA
673
Legacy Financial Advisors
Kentucky
$256K +$256K +3,434 New
DA
674
Dover Advisors
Virginia
$255K +$255K +3,408 New
KWM
675
Kolinsky Wealth Management
New Jersey
$254K -$1.86K -25 -0.7%
25 26
27
28 29