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Canadian Pacific Kansas City
CP

Overview Fund Activity

386 hedge funds and large institutions have $17B invested in Canadian Pacific Kansas City in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-11
Holders Change %
-2.77%
% of All Funds
9.64%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
40
Increased
121
Reduced
137
Closed
46
Calls
$82.9M
Puts
$157M
Net Calls
-$74.6M
Net Calls Change
-$26.2M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$511M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$457M
3
Viking Global Investors
Viking Global Investors
Connecticut
$576M
4
CCM
Causeway Capital Management
California
$890M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$449M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$315M
2
EC
Eminence Capital
New York
$0
3
Deutsche Bank
Deutsche Bank
Germany
$43.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$58.4M
5
O
OppenheimerFunds
New York
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$72K -$10.5K -310 -13%
AAP
327
Arax Advisory Partners
Colorado
$72K -$3.19K -95 -4%
ST
328
Smithfield Trust
Pennsylvania
$70K -$13.4K -400 -16%
VFA
329
Valeo Financial Advisors
Indiana
$70K +$70K +2,075 New
AIM
330
Anchor Investment Management
South Carolina
$58.8K -$10.1K -300 -15%
EA
331
Edge Advisors
Georgia
$53K +$167 +5 +0.3%
ATC
332
Adirondack Trust Company
New York
$50K – – –
QCG
333
Quadrant Capital Group
Ohio
$48K -$883 -30 -2%
CPA
334
Clear Perspective Advisors
Illinois
$47K – – –
PG
335
Patten Group
Tennessee
$45K – – –
BWL
336
Bogart Wealth LLC
Virginia
$45K +$45K +1,355 New
ARMC
337
American Research & Management Company
Massachusetts
$43K +$169 +5 +0.4%
AF
338
Allworth Financial
California
$42K – – –
Nomura Holdings
339
Nomura Holdings
Japan
$41K +$41K +1,235 New
EDRH
340
Edmond de Rothschild Holding
Switzerland
$40K -$153K -4,500 -79%
PCP
341
Proficio Capital Partners
Massachusetts
$40K – – –
TCOV
342
Trust Company of Vermont
Vermont
$39K – – –
SIM
343
Sonora Investment Management
Arizona
$38.1K – – –
GRP
344
Global Retirement Partners
California
$35K +$14.4K +425 +70%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$34K -$3.85K -115 -10%
MVIP
346
Mar Vista Investment Partners
California
$34K – – –
VIA
347
Vantage Investment Advisors
Pennsylvania
$34K – – –
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –
PMFA
349
Plante Moran Financial Advisors
Michigan
$27K -$168 -5 -0.6%
IWM
350
IHT Wealth Management
Illinois
$26K -$8.99K -275 -26%
12 13
14
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