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Canadian Pacific Kansas City

461 hedge funds and large institutions have $24.2B invested in Canadian Pacific Kansas City in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 179 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $147M | Put options by funds: $55.6M

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

15% more capital invested

Capital invested by funds: $21B → $24.2B (+$3.2B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7.12% more ownership

Funds ownership: 339.15%346.26% (+7.1%)

0% less funds holding

Funds holding: 462461 (-1)

28% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 179

Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
9.08%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
59
Increased
129
Reduced
179
Closed
50
Calls
$147M
Puts
$55.6M
Net Calls
+$91.4M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
326
Private Advisor Group
New Jersey
$314K +$234 +5 +0.1%
DWT
327
Dorsey & Whitney Trust
South Dakota
$313K
HIS
328
Harvest Investment Services
Illinois
$313K +$288K +6,150 New
WS
329
Wedbush Securities
California
$311K +$25.8K +550 +10%
V
330
Veritable
Delaware
$305K -$469 -10 -0.2%
OWP
331
Obermeyer Wealth Partners
Colorado
$304K
BC
332
Barnett & Company
Tennessee
$300K
FB
333
Fulton Bank
Pennsylvania
$297K +$1.41K +30 +0.5%
MWNA
334
Marshall Wace North America
New York
$281K -$4.81M -102,645 -95%
TSWM
335
Triangle Securities Wealth Management
North Carolina
$272K
Wellington Management Group
336
Wellington Management Group
Massachusetts
$268K -$43.6K -930 -15%
RFN
337
RDA Financial Network
Iowa
$264K
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$261K +$240K +5,120 New
BCM
339
BTC Capital Management
Iowa
$260K -$9.85K -210 -4%
UWPG
340
Ullmann Wealth Partners Group
Florida
$259K
SMH
341
Sanders Morris Harris
Texas
$258K -$5.86K -125 -2%
FGAM
342
Financial Gravity Asset Management
Texas
$255K -$2.58K -55 -58%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$255K
FCFC
344
First Commonwealth Financial Corp
Pennsylvania
$255K
SCM
345
Schnieders Capital Management
California
$247K
SIAS
346
Shine Investment Advisory Services
Colorado
$242K
WCM
347
Wunderlich Capital Managemnt
Tennessee
$241K -$1.17K -25 -0.5%
Boston Partners
348
Boston Partners
Massachusetts
$239K
CAM
349
CenterStar Asset Management
Illinois
$237K
GC
350
Guggenheim Capital
Illinois
$236K +$217K +4,630 New

CP Hedge Fund Activity: Q4 2019 in Review

461 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2019, worth a combined $24.2B — up 15% from $21B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CP positions and 50 closed out — a net gain of 9 holders — while 129 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity International, adding an estimated $206M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $235M sold.

  • 461 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2019, down from 462 in Q3 2019.
  • Funds reported $24.2B of Canadian Pacific Kansas City stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Canadian Pacific Kansas City positions in Q4 2019 and 50 closed out, a net change of +9 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2019 was Fidelity International, an estimated $206M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2019 was Arrowstreet Capital, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2019.