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Canadian Pacific Kansas City
CP

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
448
Holders Change
+6
Holders Change %
+1.36%
% of All Funds
10.27%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
58
Increased
135
Reduced
158
Closed
48
Calls
$55.6M
Puts
$111M
Net Calls
-$55.8M
Net Calls Change
+$1.28M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$474M
2
ECU
Egerton Capital (UK)
United Kingdom
+$128M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$54.8M
4
CBOA
Commonwealth Bank of Australia
Australia
+$44.5M
5
OAC
OMERS Administration Corp
Ontario, Canada
+$39.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$124M
2
Citadel Advisors
Citadel Advisors
Florida
-$101M
3
MSV
MN Services Vermogensbeheer
Netherlands
-$72.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$71.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$70M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Dorchester Wealth Management
Quebec, Canada
$363K -$18K -500 -5%
GC
302
Guggenheim Capital
Illinois
$359K -$684K -18,950 -65%
LOAME
303
Lombard Odier Asset Management (Europe)
United Kingdom
$355K -$35.2K -975 -11%
GIA
304
Guyasuta Investment Advisors
Pennsylvania
$353K – – –
JIP
305
Jaffetilchin Investment Partners
Florida
$350K +$5.96K +165 +2%
CI
306
Cigna Investments
Connecticut
$346K – – –
APP
307
Avantax Planning Partners
Iowa
$334K +$342K +9,485 New
AMG
308
Asset Management Group
Connecticut
$327K – – –
OWP
309
Obermeyer Wealth Partners
Colorado
$318K – – –
BP
310
Ballentine Partners
Massachusetts
$310K +$4.87K +135 +2%
FCM
311
Flinton Capital Management
Pennsylvania
$306K – – –
IA
312
IFP Advisors
Florida
$288K – – –
TCM
313
Traynor Capital Management
Pennsylvania
$288K +$25.3K +700 +9%
ACM
314
Argent Capital Management
Missouri
$282K – – –
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$278K -$227K -6,300 -44%
IB
316
Intrust Bank
Kansas
$270K -$1.26K -35 -0.5%
TAM
317
Tyers Asset Management
Texas
$252K – – –
FCFC
318
First Commonwealth Financial Corp
Pennsylvania
$249K -$1.17M -32,470 -82%
CAW
319
Cornerstone Advisors (Washington)
Washington
$243K +$1.44K +40 +0.6%
SCCM
320
Schafer Cullen Capital Management
New York
$242K – – –
LWAC
321
Laurel Wealth Advisors (California)
California
$235K – – –
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$235K +$16.1K +445 +7%
BC
323
Barnett & Company
Tennessee
$234K – – –
Cambridge Investment Research Advisors
324
Cambridge Investment Research Advisors
Iowa
$232K -$541 -15 -0.2%
RCM
325
Riverhead Capital Management
Delaware
$230K – – –
11 12
13
14 15

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.