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Canadian Pacific Kansas City
CP

491 hedge funds and large institutions have $29.2B invested in Canadian Pacific Kansas City in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

19% more capital invested

Capital invested by funds: $24.5B → $29.2B (+$4.73B)

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

2% more funds holding

Funds holding: 480 → 491 (+11)

4.41% less ownership

Funds ownership: 354.46% → 350.05% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 175

35% less call options, than puts

Call options by funds: $46.5M | Put options by funds: $71.9M

Holders
491
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
9.91%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.46%
New
55
Increased
156
Reduced
175
Closed
39
Calls
$46.5M
Puts
$71.9M
Net Calls
-$25.5M
Net Calls Change
+$29.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
2
Fidelity International
Fidelity International
Bermuda
+$149M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$81.3M
4
Norges Bank
Norges Bank
Norway
+$56.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$56.4M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$208M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$138M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$127M
4
Holocene Advisors
Holocene Advisors
New York
-$127M
5
Citadel Advisors
Citadel Advisors
Florida
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
326
Pendal Group
Australia
$456K +$856 +15 +0.2%
FIM
327
Freedom Investment Management
Connecticut
$448K -$77.9K -1,365 -16%
Prudential Financial
328
Prudential Financial
New Jersey
$447K -$69.9K -1,225 -14%
PA
329
Parallel Advisors
California
$445K +$12K +210 +3%
ONB
330
Old National Bancorp
Indiana
$437K +$8.56K +150 +2%
CB
331
Community Bank
New York
$426K – – –
CG
332
CFO4Life Group
Texas
$425K +$399K +6,985 New
GC
333
Guggenheim Capital
Illinois
$420K +$394K +6,900 New
APP
334
Avantax Planning Partners
Iowa
$415K – – –
LWAC
335
Laurel Wealth Advisors (California)
California
$404K – – –
BP
336
Ballentine Partners
Massachusetts
$397K -$2.57K -45 -0.7%
SCCM
337
Schafer Cullen Capital Management
New York
$391K -$2.85K -50 -0.8%
V
338
Veritable
Delaware
$389K +$9.42K +165 +3%
QI
339
Qtron Investments
Massachusetts
$384K +$361K +6,325 New
RFC
340
Regions Financial Corp
Alabama
$376K – – –
NA
341
NewEdge Advisors
Louisiana
$370K – – –
CS
342
Comerica Securities
Michigan
$363K -$571 -10 -0.2%
OWP
343
Obermeyer Wealth Partners
Colorado
$363K – – –
OAM
344
Oppenheimer Asset Management
New York
$363K – – –
BC
345
Barnett & Company
Tennessee
$358K – – –
ECM
346
ExodusPoint Capital Management
New York
$353K -$1.38M -24,180 -81%
CDH
347
Charles D. Hyman
$350K – – –
JFA
348
Johanson Financial Advisors
California
$348K +$856 +15 +0.3%
IB
349
Intrust Bank
Kansas
$346K – – –
AAM
350
Advisors Asset Management
Colorado
$343K -$106K -1,850 -25%
12 13
14
15 16

CP Hedge Fund Activity: Q3 2020 in Review

491 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2020, worth a combined $29.2B — up 19% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CP positions and 39 closed out — a net gain of 16 holders — while 156 added to existing stakes and 175 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $221M. The largest seller was TD Asset Management, cutting an estimated $208M.

  • 491 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2020, up from 480 in Q2 2020.
  • Funds reported $29.2B of Canadian Pacific Kansas City stock for Q3 2020, up 19% quarter-over-quarter.
  • 55 funds opened new Canadian Pacific Kansas City positions in Q3 2020 and 39 closed out, a net change of +16 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2020 was Fidelity Investments, an estimated $221M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2020 was TD Asset Management, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2020.