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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 %
BP
676
BBR Partners
New York
$253K – – –
CCIA
677
Campbell & Co Investment Adviser
Maryland
$253K +$253K +3,391 New
DLA
678
Douglas Lane & Associates
New York
$252K – – –
MFS
679
Mirabella Financial Services
United Kingdom
$251K -$27.4K -367 -10%
MWM
680
Merriman Wealth Management
Washington
$249K +$249K +3,327 New
TCOV
681
Trust Company of Vermont
Vermont
$248K +$3.95K +53 +2%
SI
682
Stephens Inc
Arkansas
$247K -$13.7K -184 -5%
SW
683
SVB Wealth
Massachusetts
$246K -$5.3K -71 -2%
NHC
684
Nicholas Hoffman & Company
Georgia
$246K +$246K +3,295 New
VFA
685
Valeo Financial Advisors
Indiana
$245K +$17.2K +231 +8%
KPWS
686
Kestra Private Wealth Services
Texas
$243K -$43.4K -582 -15%
FW
687
FirstPurpose Wealth
Utah
$242K +$16.8K +225 +7%
WA1
688
Wimmer Associates 1
California
$240K – – –
SP
689
Successful Portfolios
Florida
$236K – – –
LIM
690
Leavell Investment Management
Alabama
$236K – – –
AWM
691
Angeles Wealth Management
California
$236K -$65.1K -873 -22%
EVM
692
Evelyn V. Moreno
$235K – – –
CS
693
Comerica Securities
Michigan
$234K -$18.6K -249 -7%
AF
694
Aldebaran Financial
$234K – – –
AWS
695
Atria Wealth Solutions
New York
$233K -$173K -2,326 -43%
BWP
696
Baldwin Wealth Partners
Massachusetts
$233K +$65.1K +873 +39%
SWM
697
SeaCrest Wealth Management
New York
$226K -$522 -7 -0.2%
AWA
698
Arkadios Wealth Advisors
Georgia
$225K -$2.83K -38 -1%
State Board of Administration of Florida Retirement System
699
State Board of Administration of Florida Retirement System
Florida
$224K +$224K +2,997 New
VT
700
Vise Technologies
New York
$223K -$78.8K -1,056 -26%
26 27
28
29 30