CI Financial Corp (CIXX) Ownership

11.42 ↑2.06 (22.01%)

As of January 19, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Royal Bank of Canada is the biggest individual institutional holder of CI Financial Corp (CIXX), owning a total of 7.5 million shares. Combined, the top 24 institutional holders of CIXX own 32.64% of the company with a total of 59.9 million shares.

In the latest ownership report on September 30th 2022, the top 24 institutional holders increased their combined ownership of CIXX by 5 million shares. 8 institutions bought 8,407,244 total additional shares and increased their ownership by an average of 23.47%. However 11 institutions sold 3,439,922 total shares and decreased their ownership by an average of 12.43%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CI Financial Corp increased by a net total of 4,967,322 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royal Bank of Canada	4.076%	97.356%	7,479,591	3,689,684	2022-09-30
Vanguard Group Inc	3.452%	2.140%	6,335,029	132,740	2022-09-30
FMR Inc	3.402%	-6.167%	6,242,876	-410,324	2022-09-30
Bank of Montreal	2.630%	23.538%	4,827,405	919,768	2022-09-30
BMO Capital Markets Corp.	2.630%	23.538%	4,827,405	919,768	2022-09-30
Intact Investment Management, Inc.	1.958%	6.599%	3,593,338	222,450	2022-09-30
K2 PRINCIPAL FUND LP	1.673%	-25.973%	3,070,510	-1,077,300	2022-09-30
Amvescap Plc.	1.462%	-5.694%	2,683,678	-162,045	2022-09-30
Scheer, Rowlett & Assoc Invest Mgmt Ltd.	1.215%	-3.295%	2,230,340	-75,996	2022-09-30
Letko, Brosseau & Associates Inc	1.194%	0.000%	2,192,000	2,192,000	2022-09-30
Lombard Odier Asset Mgt (Switzerland) SA	1.090%	0.000%	2,000,000	0	2022-09-30
Connor Clark & Lunn Inv Mgmt Ltd	0.941%	-9.731%	1,727,300	-186,200	2022-09-30
CIBC World Markets Inc.	0.905%	-1.683%	1,660,595	-28,418	2022-09-30
Mackenzie Investments	0.820%	-35.249%	1,504,779	-819,176	2022-09-30
Morgan Stanley - Brokerage Accounts	0.810%	-13.947%	1,486,641	-240,946	2022-09-30
abrdn PLC	0.708%	30.000%	1,300,000	300,000	2022-09-30
The Toronto-Dominion Bank	0.533%	-27.975%	977,629	-379,712	2022-09-30
Alberta Investment Management Corp	0.429%	-7.056%	787,665	-59,800	2022-09-30
Gluskin Sheff & Associates Inc	0.394%	-0.001%	723,781	-5	2022-09-30
Scotia Capital Inc	0.385%	4.560%	707,094	30,834	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royal Bank of Canada	4.076%	97.356%	7,479,591	3,689,684	2022-09-30
Vanguard Group Inc	3.452%	2.140%	6,335,029	132,740	2022-09-30
FMR Inc	3.402%	-6.167%	6,242,876	-410,324	2022-09-30
Bank of Montreal	2.630%	23.538%	4,827,405	919,768	2022-09-30
BMO Capital Markets Corp.	2.630%	23.538%	4,827,405	919,768	2022-09-30
Intact Investment Management, Inc.	1.958%	6.599%	3,593,338	222,450	2022-09-30
K2 PRINCIPAL FUND LP	1.673%	-25.973%	3,070,510	-1,077,300	2022-09-30
Amvescap Plc.	1.462%	-5.694%	2,683,678	-162,045	2022-09-30
Scheer, Rowlett & Assoc Invest Mgmt Ltd.	1.215%	-3.295%	2,230,340	-75,996	2022-09-30
Letko, Brosseau & Associates Inc	1.194%	0.000%	2,192,000	2,192,000	2022-09-30
Lombard Odier Asset Mgt (Switzerland) SA	1.090%	0.000%	2,000,000	0	2022-09-30
Connor Clark & Lunn Inv Mgmt Ltd	0.941%	-9.731%	1,727,300	-186,200	2022-09-30
CIBC World Markets Inc.	0.905%	-1.683%	1,660,595	-28,418	2022-09-30
Mackenzie Investments	0.820%	-35.249%	1,504,779	-819,176	2022-09-30
Morgan Stanley - Brokerage Accounts	0.810%	-13.947%	1,486,641	-240,946	2022-09-30
abrdn PLC	0.708%	30.000%	1,300,000	300,000	2022-09-30
Renaissance Technologies Corp	0.626%	-4.455%	1,149,500	-53,600	2022-06-30
The Toronto-Dominion Bank	0.533%	-27.975%	977,629	-379,712	2022-09-30
Arrowstreet Capital Limited Partnership	0.449%	-43.721%	823,140	-639,463	2022-06-30
JPMorgan Chase & Co	0.446%	-24.696%	818,956	-268,572	2022-06-30
Alberta Investment Management Corp	0.429%	-7.056%	787,665	-59,800	2022-09-30
British Columbia Investment Management Corp	0.408%	-8.222%	749,470	-67,143	2022-06-30
Gluskin Sheff & Associates Inc	0.394%	-0.001%	723,781	-5	2022-09-30
Scotia Capital Inc	0.385%	4.560%	707,094	30,834	2022-09-30

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of CI Financial Corp (CIXX), owning a total of 4.1 million shares. Combined, the top 21 mutual fund holders of CIXX own 16.42% of the company with a total of 30.1 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders not made any changes to their ownership of CIXX. None of the mutual funds bought any additional shares.

Overall this is a neutral sign as the number of shares owned by the top 20 mutual funds holding CI Financial Corp stayed the same in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Desjardins Canadian Equity Value A	0.365%	0.000%	670,100	0	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Low-Priced Stock	2.207%	-0.040%	4,050,420	-1,600	2022-10-31
BMO Low Volatility Canadian Equity ETF	1.426%	0.860%	2,616,781	22,314	2022-10-31
Putnam Focused International Equity A	1.270%	-6.235%	2,330,627	-154,980	2022-09-30
Vanguard Total Intl Stock Index Inv	1.268%	0.000%	2,327,651	0	2022-11-30
Invesco Income Growth SC	1.258%	0.000%	2,308,628	0	2022-09-30
LO Funds Golden Age SH EUR PA	1.090%	0.000%	2,000,000	0	2022-11-30
abrdn US Equity Small Cap	0.737%	15.340%	1,352,406	179,863	2022-09-30
Vanguard Developed Markets Index Admiral	0.724%	1.253%	1,327,870	16,432	2022-11-30
abrdn US Small Cap Equity Inst Svc	0.721%	-2.197%	1,322,688	-29,718	2022-10-31
North American Income Trust Ord	0.708%	0.000%	1,300,000	0	2022-11-30
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.575%	0.000%	1,055,037	0	2022-11-30
Ativo International Small Cap Composite	0.564%	0.000%	1,035,000	0	2022-09-30
Dimensional Canadian Small Company	0.550%	0.000%	1,010,158	0	2022-07-31
DFA International Small Company I	0.532%	-0.001%	975,784	-12	2022-11-30
abrdn NA SmComs I Acc USD	0.491%	3.318%	900,914	28,932	2022-11-30
iShares Canadian Select Dividend ETF	0.454%	0.000%	833,850	0	2022-12-30
DFA International Core Equity I	0.426%	0.000%	782,293	0	2022-11-30
iShares Canadian Fncl Mthly Inc ETF Comm	0.367%	0.000%	673,654	0	2022-12-30
Desjardins Canadian Equity Value A	0.365%	0.000%	670,100	0	2022-12-31
Vanguard FTSE All-Wld ex-US SmCp Idx Ins	0.354%	1.713%	649,268	10,933	2022-11-30
abrdn US Sustainable Leaders A	0.338%	0.000%	619,365	0	2022-10-31