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Canadian Pacific Kansas City

480 hedge funds and large institutions have $24.5B invested in Canadian Pacific Kansas City in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 143 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

17% more capital invested

Capital invested by funds: $21B → $24.5B (+$3.47B)

4% more funds holding

Funds holding: 461480 (+19)

3.57% more ownership

Funds ownership: 350.89%354.46% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

20% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 179

46% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $119M

Holders
480
Holders Change
+19
Holders Change %
+4.12%
% of All Funds
9.84%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
64
Increased
143
Reduced
179
Closed
43
Calls
$64.8M
Puts
$119M
Net Calls
-$54.6M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
251
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.06M -$360K -7,595 -27%
PA
252
Pinnacle Associates
New York
$1.04M -$23.7K -500 -2%
MWNA
253
Marshall Wace North America
New York
$1.04M +$970K +20,450 New
FC
254
Ferris Capital
Massachusetts
$1.03M
HTC
255
Haverford Trust Company
Pennsylvania
$958K
Aberdeen Group
256
Aberdeen Group
United Kingdom
$945K
FMT
257
First Mercantile Trust
Tennessee
$941K +$59.3K +1,250 +7%
MBI
258
Montrusco Bolton Investments
Quebec, Canada
$911K -$14.9K -315 -2%
UIM
259
USS Investment Management
United Kingdom
$908K +$845K +17,810 New
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$903K +$84.4K +1,780 +11%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$902K +$6.88K +145 +0.8%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$895K -$23K -485 -3%
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$880K +$22.1K +465 +3%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$877K +$35.6K +750 +5%
FA
265
FDx Advisors
Illinois
$868K -$248K -5,235 -24%
Acadian Asset Management
266
Acadian Asset Management
Massachusetts
$862K +$545K +11,500 +209%
OC
267
Oppenheimer & Co
New York
$857K -$19.9K -420 -2%
MCM
268
MAI Capital Management
Ohio
$830K -$44.8K -945 -5%
AWM
269
AE Wealth Management
Kansas
$829K +$44.8K +945 +6%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$828K +$4.51K +95 +0.6%
GJIC
271
Gamble Jones Investment Counsel
California
$824K
Point72 Asset Management
272
Point72 Asset Management
Connecticut
$806K +$749K +15,790 New
SC
273
Savant Capital
Illinois
$779K
IAN
274
Integrated Advisors Network
Texas
$773K -$57.4K -1,210 -7%
PGIM
275
Pacific Global Investment Management
California
$771K -$173K -3,645 -19%

CP Hedge Fund Activity: Q2 2020 in Review

480 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2020, worth a combined $24.5B — up 17% from $21B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new CP positions and 43 closed out — a net gain of 21 holders — while 143 added to existing stakes and 179 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $188M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $500M sold.

  • 480 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2020, up from 461 in Q1 2020.
  • Funds reported $24.5B of Canadian Pacific Kansas City stock for Q2 2020, up 17% quarter-over-quarter.
  • 64 funds opened new Canadian Pacific Kansas City positions in Q2 2020 and 43 closed out, a net change of +21 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2020 was Artisan Partners, an estimated $188M added.
  • The largest Canadian Pacific Kansas City seller in Q2 2020 was Lone Pine Capital, an estimated $500M sold.

Based on aggregated 13F filings for Q2 2020.