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Canadian National Railway

644 hedge funds and large institutions have $30.1B invested in Canadian National Railway in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 211 increasing their positions, 230 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 75

0.22% more ownership

Funds ownership: 55.57%55.79% (+0.22%)

0% less funds holding

Funds holding: 645644 (-1)

1% less call options, than puts

Call options by funds: $52.2M | Put options by funds: $52.6M

8% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 230

13% less funds holding in top 10

Funds holding in top 10: 4640 (-6)

18% less capital invested

Capital invested by funds: $36.6B → $30.1B (-$6.57B)

Holders
644
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
14.35%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.89%
New
78
Increased
211
Reduced
230
Closed
75
Calls
$52.2M
Puts
$52.6M
Net Calls
-$451K
Net Calls Change
+$4.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$265M -$468M -5,644,744 -61%
Invesco
27
Invesco
Georgia
$261M -$32.6M -393,895 -10%
Legal & General Group
28
Legal & General Group
United Kingdom
$256M +$5.36M +64,658 +2%
Deutsche Bank
29
Deutsche Bank
Germany
$255M +$68.3M +823,901 +31%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$245M +$128M +1,543,501 +87%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$236M +$29.4M +354,781 +13%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$225M +$14.3M +172,792 +6%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$195M +$33.7M +406,466 +18%
Swiss National Bank
34
Swiss National Bank
Switzerland
$188M -$2.92M -35,200 -1%
JP Morgan Chase
35
JP Morgan Chase
New York
$164M +$27.6M +332,874 +18%
SC
36
Scotia Capital
Ontario, Canada
$163M +$2.65M +31,926 +1%
BAM
37
Burgundy Asset Management
Ontario, Canada
$162M -$5.35M -64,497 -3%
Mawer Investment Management
38
Mawer Investment Management
Alberta, Canada
$160M -$90.8K -1,095 -0.1%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$158M -$29.4M -354,700 -19%
QI
40
QV Investors
Alberta, Canada
$148M +$2.24M +26,980 +2%
LWCFA
41
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144M -$896K -10,808 -0.6%
DZ Bank
42
DZ Bank
Germany
$134M +$14.1M +170,165 +10%
Artisan Partners
43
Artisan Partners
Wisconsin
$126M -$86.2M -1,039,612 -38%
Bank of America
44
Bank of America
North Carolina
$121M -$2.03M -24,519 -1%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119M +$5.65M +68,227 +4%
BCIM
46
British Columbia Investment Management
British Columbia, Canada
$108M +$116M +1,400,886 +2,169%
MIHAS
47
Maj Invest Holding A/S
Denmark
$107M +$12.3M +147,893 +11%
Renaissance Technologies
48
Renaissance Technologies
New York
$99.7M +$57.5M +693,454 +107%
WCM Investment Management
49
WCM Investment Management
California
$96M +$8.56M +103,279 +9%
CS
50
Credit Suisse
Switzerland
$95.3M +$3.72M +44,863 +4%

CNI Hedge Fund Activity: Q4 2018 in Review

644 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Canadian National Railway (CNI) for Q4 2018, worth a combined $30.1B — down 18% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new CNI positions and 75 closed out — a net gain of 3 holders — while 211 added to existing stakes and 230 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $742M. The largest seller was Arrowstreet Capital, cutting an estimated $468M.

  • 644 institutional investors held Canadian National Railway (CNI) as of Q4 2018, down from 645 in Q3 2018.
  • Funds reported $30.1B of Canadian National Railway stock for Q4 2018, down 18% quarter-over-quarter.
  • 78 funds opened new Canadian National Railway positions in Q4 2018 and 75 closed out, a net change of +3 holders.
  • The largest Canadian National Railway buyer in Q4 2018 was TCI Fund Management, an estimated $742M added.
  • The largest Canadian National Railway seller in Q4 2018 was Arrowstreet Capital, an estimated $468M sold.

Based on aggregated 13F filings for Q4 2018.