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Canadian Pacific Kansas City

474 hedge funds and large institutions have $20B invested in Canadian Pacific Kansas City in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $17.3B → $20B (+$2.72B)

4.89% more ownership

Funds ownership: 341.5%346.39% (+4.9%)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 480474 (-6)

13% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 175

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

30% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $88.2M

Holders
474
Holders Change
-6
Holders Change %
-1.25%
% of All Funds
10.26%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
48
Increased
153
Reduced
175
Closed
48
Calls
$61.6M
Puts
$88.2M
Net Calls
-$26.6M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
326
Obermeyer Wealth Partners
Colorado
$308K
HFS
327
HL Financial Services
Kentucky
$306K -$12K -300 -4%
TCM
328
Tran Capital Management
California
$298K -$112K -2,805 -28%
CAW
329
Cornerstone Advisors (Washington)
Washington
$294K +$11.2K +280 +4%
HCA
330
Harbour Capital Advisors
Virginia
$291K
WA
331
WESPAC Advisors
California
$291K +$321K +8,000 New
KeyBank National Association
332
KeyBank National Association
Ohio
$283K
BP
333
Ballentine Partners
Massachusetts
$281K -$47.9K -1,195 -15%
LWAC
334
Laurel Wealth Advisors (California)
California
$275K -$200 -5 -0.1%
SCCM
335
Schafer Cullen Capital Management
New York
$274K
BC
336
Barnett & Company
Tennessee
$273K
IB
337
Intrust Bank
Kansas
$271K
MWM
338
Mission Wealth Management
California
$268K
TAM
339
Tyers Asset Management
Texas
$265K
BF
340
BOK Financial
Oklahoma
$263K -$12.2K -305 -5%
SPIA
341
Steward Partners Investment Advisory
New York
$261K
FB
342
Fulton Bank
Pennsylvania
$258K -$77.8K -1,940 -24%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$255K +$630K +15,720 +1,894%
V
344
Veritable
Delaware
$253K
PA
345
Parallel Advisors
California
$249K +$10.8K +270 +5%
RCM
346
Riverhead Capital Management
Delaware
$242K
WAS
347
WESPAC Advisors SoCal
California
$242K
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$242K +$236K +5,880 New
CAM
349
Cresset Asset Management
Illinois
$238K +$9.07M +226,150 +904,600%
AIA
350
Avalon Investment & Advisory
Texas
$235K

CP Hedge Fund Activity: Q1 2019 in Review

474 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2019, worth a combined $20B — up 16% from $17.3B a quarter earlier.

Fund positioning in CP was balanced in Q1 2019: 48 funds opened new positions, 48 closed out, 153 added to existing stakes and 175 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $398M. The largest seller was Causeway Capital Management, cutting an estimated $162M.

  • 474 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2019, down from 480 in Q4 2018.
  • Funds reported $20B of Canadian Pacific Kansas City stock for Q1 2019, up 16% quarter-over-quarter.
  • 48 funds opened new Canadian Pacific Kansas City positions in Q1 2019 and 48 closed out, a net change of 0 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2019 was TCI Fund Management, an estimated $398M added.
  • The largest Canadian Pacific Kansas City seller in Q1 2019 was Causeway Capital Management, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2019.