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 %
ANBT
701
American National Bank & Trust
Texas
$222K +$222K +2,976 New
DWT
702
Dorsey & Whitney Trust
South Dakota
$219K +$219K +2,410 New
AAS
703
Ameritas Advisory Services
Nebraska
$219K +$219K +2,935 New
OIA
704
OneDigital Investment Advisors
Kansas
$218K +$218K +2,929 New
FWP
705
FAS Wealth Partners
Kansas
$218K +$218K +2,927 New
NGA
706
Naples Global Advisors
Florida
$218K +$218K +2,920 New
OHWP
707
Oak Harbor Wealth Partners
North Carolina
$218K +$218K +2,923 New
AWP
708
Abacus Wealth Partners
California
$218K +$218K +2,918 New
BPWM
709
Badgley Phelps Wealth Managers
Washington
$217K +$217K +2,915 New
BI
710
Berkeley Inc
Idaho
$215K +$215K +2,886 New
WAM
711
Westport Asset Management
Connecticut
$215K – – –
SW
712
SMART Wealth
Nebraska
$215K +$215K +2,884 New
FCBT
713
First Citizens Bank & Trust
North Carolina
$215K +$215K +2,884 New
JGIA
714
Jackson Grant Investment Advisers
Connecticut
$215K – – –
ESB
715
Essex Savings Bank
Connecticut
$214K +$214K +2,875 New
MCM
716
Marathon Capital Management
Maryland
$214K -$30K -402 -12%
OWP
717
Obermeyer Wealth Partners
Colorado
$212K -$191K -2,560 -47%
APWM
718
Argonautica Private Wealth Management
Massachusetts
$212K +$212K +2,839 New
MCC
719
Money Concepts Capital
Florida
$212K +$205K +2,748 +3,053%
FMTC
720
Farmers & Merchants Trust Company
California
$209K +$209K +2,808 New
PA
721
Probity Advisors
Texas
$209K +$209K +2,807 New
HWA
722
Heritage Wealth Advisors
Virginia
$209K – – –
E
723
Ergoteles
New York
$207K +$207K +2,773 New
WFI
724
West Family Investments
California
$206K +$206K +2,763 New
BAM
725
Belpointe Asset Management
Nevada
$205K -$9.4K -126 -4%
27 28
29
30 31