CP icon

Canadian Pacific Kansas City
CP

Overview Fund Activity

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
Holders
474
Holders Change
-6
Holders Change %
-1.25%
% of All Funds
10.28%
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

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$409M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$206M
3
Fidelity International
Fidelity International
Bermuda
+$100M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$88.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$54.3M

Top Sellers

1
CCM
Causeway Capital Management
California
-$166M
2
Citadel Advisors
Citadel Advisors
Florida
-$146M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$84.4M
4
DCP
DSM Capital Partners
Florida
-$74.1M
5
Invesco
Invesco
Georgia
-$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
326
Obermeyer Wealth Partners
Colorado
$308K – – –
HFS
327
HL Financial Services
Kentucky
$306K -$12.4K -300 -4%
TCM
328
Tran Capital Management
California
$298K -$116K -2,805 -28%
CAW
329
Cornerstone Advisors (Washington)
Washington
$294K +$11.5K +280 +4%
HCA
330
Harbour Capital Advisors
Virginia
$291K – – –
WA
331
WESPAC Advisors
California
$291K +$291K +8,000 New
KeyBank National Association
332
KeyBank National Association
Ohio
$283K – – –
BP
333
Ballentine Partners
Massachusetts
$281K -$49.3K -1,195 -15%
LWAC
334
Laurel Wealth Advisors (California)
California
$275K -$206 -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 -$12.6K -305 -5%
SPIA
341
Steward Partners Investment Advisory
New York
$261K – – –
FB
342
Fulton Bank
Pennsylvania
$258K -$79.8K -1,940 -24%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$255K +$242K +15,720 +1,894%
V
344
Veritable
Delaware
$253K – – –
PA
345
Parallel Advisors
California
$249K +$11.1K +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 +$242K +5,880 New
CAM
349
Cresset Asset Management
Illinois
$238K +$238K +226,150 +904,600%
AIA
350
Avalon Investment & Advisory
Texas
$235K – – –
12 13
14
15 16