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Canadian Pacific Kansas City
CP

Overview Fund Activity

832 hedge funds and large institutions have $50.9B invested in Canadian Pacific Kansas City in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 274 increasing their positions, 300 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-73
Holders Change %
-8.07%
% of All Funds
13.32%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.72%
New
78
Increased
274
Reduced
300
Closed
134
Calls
$170M
Puts
$155M
Net Calls
+$15.3M
Net Calls Change
+$1.93M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$988M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$988M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$286M
4
SGA
Sustainable Growth Advisers
Connecticut
$126M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.13B

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$0
2
Artisan Partners
Artisan Partners
Wisconsin
$434M
3
DZ Bank
DZ Bank
Germany
$55.8M
4
AIM
Allen Investment Management
New York
$0
5
Capital World Investors
Capital World Investors
California
$1.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
801
Hollencrest Capital Management
California
$5.92K – – –
VCM
802
Versant Capital Management
Arizona
$5.46K – – –
IFAM
803
Institutional & Family Asset Management
Colorado
$5.31K – – –
LFG
804
Larson Financial Group
Missouri
$5.23K – – –
AC
805
AMS Capital
Brazil
$4.24K -$464 -6,036 -10%
SC
806
Schubert & Co
Texas
$4.23K – – –
LCM
807
Logan Capital Management
Pennsylvania
$4.23K – – –
BWL
808
Bogart Wealth LLC
Virginia
$4.08K +$3K +39 +279%
CA
809
Centerpoint Advisors
Massachusetts
$4K – – –
CAM
810
Costello Asset Management
Pennsylvania
$3.92K – – –
Commonwealth Equity Services
811
Commonwealth Equity Services
Massachusetts
$3.86K +$523 +6,802 +16%
RFA
812
Register Financial Advisors
Georgia
$3.64K – – –
CFD
813
Creative Financial Designs
Indiana
$3.46K – – –
YAL
814
Your Advocates Ltd
Texas
$3.46K – – –
BWM
815
Baystate Wealth Management
Massachusetts
$3.16K +$2.39K +31 +310%
MFT
816
Moisand Fitzgerald Tamayo
Florida
$3.08K +$3.08K +40 New
OLVIG
817
Oliver Lagore Vanvalin Investment Group
Michigan
$2.92K +$1.54K +20 +111%
DIP
818
DT Investment Partners
Pennsylvania
$2.46K – – –
CIA
819
Cascade Investment Advisors
Oregon
$2.31K +$2.31K +30 New
TCA
820
Trifecta Capital Advisors
Illinois
$2.16K – – –
CFFP
821
Center for Financial Planning
Michigan
$2.08K -$616 -8 -23%
IRC
822
Investors Research Corp
Georgia
$2K – – –
RG
823
Retirement Group
California
$2K – – –
GBT
824
Grove Bank & Trust
Florida
$1.92K -$3.54K -46 -65%
SIS
825
Sound Income Strategies
Florida
$1.54K +$1.54K +20 New
31 32
33
34 35