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Canadian Pacific Kansas City
CP

Overview Fund Activity

821 hedge funds and large institutions have $44.8B invested in Canadian Pacific Kansas City in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 250 increasing their positions, 302 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
-19
Holders Change %
-2.26%
% of All Funds
14.2%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
0.78%
New
68
Increased
250
Reduced
302
Closed
73
Calls
$140M
Puts
$102M
Net Calls
+$37.2M
Net Calls Change
+$6.69M

Top Buyers

1
PSCM
1
Pershing Square Capital Management
New York
$1.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.36B
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$308M
4
NCMU
4
NAYA Capital Management (UK)
United Kingdom
$163M
5
DZ Bank
5
DZ Bank
Germany
$305M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$0
2
ECU
2
Egerton Capital (UK)
United Kingdom
$1.5B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$781M
4
VAM
4
Veritas Asset Management
United Kingdom
$953M
5
Parnassus Investments
5
Parnassus Investments
California
$766M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
751
Heritage Wealth Management (Arizona)
Arizona
$21K +$12.6K +187 +150%
RMC
752
Resources Management Corp
Connecticut
$20K – – –
TFA
753
Toth Financial Advisory
Virginia
$20K – – –
SC
754
SouthState Corp
Florida
$19K – – –
ST
755
Smithfield Trust
Pennsylvania
$17K -$1.17K -17 -6%
EW
756
Evoke Wealth
California
$17K -$1.02K -15 -6%
TH
757
TCTC Holdings
Texas
$17K – – –
PCTC
758
Perkins Coie Trust Company
Washington
$17K – – –
SMG
759
Spectrum Management Group
Indiana
$17K – – –
CSPAM
760
Cary Street Partners Asset Management
Virginia
$17K +$17K +259 New
TFS
761
TrustCore Financial Services
Tennessee
$16K – – –
EWA
762
EverSource Wealth Advisors
Alabama
$16K +$9.57K +146 +149%
PK
763
Pflug Koory
Nebraska
$14K – – –
ETC
764
Exchange Traded Concepts
Oklahoma
$13K -$5.33K -82 -29%
SWA
765
Sutton Wealth Advisors
Florida
$12.8K – – –
HF
766
Halpern Financial
Virginia
$12.3K – – –
JWA
767
JFS Wealth Advisors
Pennsylvania
$12K -$1.9K -29 -14%
EL
768
EMFO LLC
Florida
$12K – – –
AA
769
Addison Advisors
Vermont
$12K – – –
BWM
770
BerganKDV Wealth Management
Minnesota
$12K – – –
FMP
771
Financial Management Professionals
Texas
$12K +$2.15K +31 +22%
SPWG
772
Sage Private Wealth Group
Illinois
$11K -$13.9K -207 -56%
CAC
773
Core Alternative Capital
Georgia
$11K +$3.06K +44 +39%
BA
774
Bellwether Advisors
Nebraska
$11K +$11K +167 New
LJHT
775
Laurie J. Hall Trustee
$10K -$4.84K -75 -33%
29 30
31
32 33