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Canadian Pacific Kansas City
CP

Overview Fund Activity

384 hedge funds and large institutions have $15.1B invested in Canadian Pacific Kansas City in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 125 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+26
Holders Change %
+7.26%
% of All Funds
9.61%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.28%
New
71
Increased
125
Reduced
115
Closed
40
Calls
$80M
Puts
$93.2M
Net Calls
-$13.2M
Net Calls Change
-$147M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$1B
2
Artisan Partners
2
Artisan Partners
Wisconsin
$849M
3
TIM
3
Thornburg Investment Management
New Mexico
$120M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$541M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$532M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$553M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$329M
3
Deutsche Bank
3
Deutsche Bank
Germany
$135M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
351
Carroll Financial Associates
North Carolina
$17K – – –
SBL
352
Sargent Bickham Lagudis
Colorado
$17K – – –
GWM
353
Geneos Wealth Management
Colorado
$17K +$4.76K +175 +39%
GRP
354
Global Retirement Partners
California
$17K +$17K +605 New
ANBT
355
American National Bank & Trust
Texas
$16K – – –
BGIM
356
Brandywine Global Investment Management
Pennsylvania
$16K +$16K +560 New
RFA
357
Reilly Financial Advisors
California
$15K – – –
NFG
358
Next Financial Group
Texas
$15K – – –
PFBT
359
Parkside Financial Bank & Trust
Missouri
$15K +$5.94K +210 +66%
WTC
360
WhitTier Trust Company
Nevada
$14K – – –
PWM
361
Perigon Wealth Management
California
$13K – – –
TWMP
362
Taylor Wealth Management Partners
Massachusetts
$13K – – –
KPCM
363
Kings Point Capital Management
New York
$11K – – –
LIA
364
LS Investment Advisors
Michigan
$11K – – –
RBC
365
Roble Belko & Company
Pennsylvania
$11K +$11K +375 New
FHA
366
First Horizon Advisors
Tennessee
$10K – – –
IWA
367
IBEX Wealth Advisors
New Jersey
$10K +$10K +320 New
CIM
368
Contravisory Investment Management
Massachusetts
$9K +$9K +315 New
EA
369
Edge Advisors
Georgia
$9K +$9K +325 New
PCP
370
Proficio Capital Partners
Massachusetts
$8K – – –
BNP Paribas Financial Markets
371
BNP Paribas Financial Markets
France
$7.14K -$200K -6,990 -97%
AssetMark Inc
372
AssetMark Inc
California
$7K – – –
JCM
373
Jacobi Capital Management
Pennsylvania
$7K – – –
WA
374
Winfield Associates
Ohio
$6K – – –
FPFS
375
First Personal Financial Services
North Carolina
$5K – – –
13 14
15
16 17