Canadian Pacific Kansas City
448 hedge funds and large institutions have $17.7B invested in Canadian Pacific Kansas City in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 48 closing their positions.
21% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 48
2.61% more ownership
Funds ownership: 344.9% → 347.51% (+2.6%)
1% more funds holding
Funds holding: 442 → 448 (+6)
3% less capital invested
Capital invested by funds: $18.3B → $17.7B (-$568M)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
15% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 158
50% less call options, than puts
Call options by funds: $55.6M | Put options by funds: $111M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$474M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$128M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$54.8M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$44.5M |
| 5 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$39.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$124M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$101M |
| 3 |
MSV
MN Services Vermogensbeheer
The Hague,
Netherlands
|
-$72.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.7M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$70M |
CP Hedge Fund Activity: Q1 2018 in Review
448 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2018, worth a combined $17.7B — down 3.1% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new CP positions and 48 closed out — a net gain of 10 holders — while 135 added to existing stakes and 158 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $474M. The largest seller was Artisan Partners, cutting an estimated $124M.
- 448 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2018, up from 442 in Q4 2017.
- Funds reported $17.7B of Canadian Pacific Kansas City stock for Q1 2018, down 3.1% quarter-over-quarter.
- 58 funds opened new Canadian Pacific Kansas City positions in Q1 2018 and 48 closed out, a net change of +10 holders.
- The largest Canadian Pacific Kansas City buyer in Q1 2018 was Fidelity Investments, an estimated $474M added.
- The largest Canadian Pacific Kansas City seller in Q1 2018 was Artisan Partners, an estimated $124M sold.
Based on aggregated 13F filings for Q1 2018.