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Canadian Pacific Kansas City
CP

Overview Fund Activity

446 hedge funds and large institutions have $21B invested in Canadian Pacific Kansas City in 2018 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 123 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
10.21%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.46%
New
60
Increased
123
Reduced
174
Closed
39
Calls
$51.5M
Puts
$64.5M
Net Calls
-$13M
Net Calls Change
-$107M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$551M
2
CCM
Causeway Capital Management
California
+$315M
3
LPC
Lone Pine Capital
Connecticut
+$219M
4
Citadel Advisors
Citadel Advisors
Florida
+$156M
5
SHCM
Sachem Head Capital Management
New York
+$149M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$350M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$151M
3
Cohen & Steers
Cohen & Steers
New York
-$82.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$74.7M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
326
Meadow Creek Investment Management
Georgia
$279K +$108K +2,560 +63%
MWM
327
Mission Wealth Management
California
$276K -$3.19K -75 -1%
S
328
SignatureFD
Georgia
$265K +$6.37K +150 +2%
BF
329
BOK Financial
Oklahoma
$263K +$1.7K +40 +0.6%
V
330
Veritable
Delaware
$261K +$4.24K +100 +2%
DR
331
Davis Rea
Ontario, Canada
$256K – – –
BGCP
332
Bristol Gate Capital Partners
Ontario, Canada
$252K +$252K +5,955 New
SW
333
SVB Wealth
Massachusetts
$250K -$65.7K -1,555 -21%
WAS
334
WESPAC Advisors SoCal
California
$249K – – –
PA
335
Parallel Advisors
California
$246K – – –
RJT
336
Raymond James Trust
Florida
$242K -$423 -10 -0.2%
BC
337
Burney Company
Virginia
$239K – – –
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$237K – – –
SCCM
339
Schafer Cullen Capital Management
New York
$234K -$6.35K -150 -3%
TSWM
340
Triangle Securities Wealth Management
North Carolina
$226K +$226K +5,330 New
CAM
341
Cypress Asset Management
Texas
$219K +$219K +5,165 New
UWPG
342
Ullmann Wealth Partners Group
Florida
$215K +$215K +5,075 New
SIAS
343
Shine Investment Advisory Services
Colorado
$213K – – –
FCFC
344
First Commonwealth Financial Corp
Pennsylvania
$212K -$86.1K -2,030 -29%
CC
345
Cornerstone Capital
California
$212K +$212K +5,000 New
UCFA
346
United Capital Financial Advisors
Texas
$211K -$44.1K -1,040 -17%
UR
347
USCA RIA
Texas
$207K +$207K +4,890 New
EP
348
Edgestream Partners
New Jersey
$206K -$439K -10,340 -68%
AWM
349
Altium Wealth Management
New York
$206K -$56.7K -1,340 -22%
WCM
350
Wunderlich Capital Managemnt
Tennessee
$206K -$1.06K -25 -0.5%
12 13
14
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