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Canadian Pacific Kansas City
CP

Overview Fund Activity

386 hedge funds and large institutions have $17B invested in Canadian Pacific Kansas City in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 137 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-11
Holders Change %
-2.77%
% of All Funds
9.64%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
40
Increased
121
Reduced
137
Closed
46
Calls
$82.9M
Puts
$157M
Net Calls
-$74.6M
Net Calls Change
-$26.2M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$511M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$457M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$576M
4
CCM
4
Causeway Capital Management
California
$890M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$449M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$315M
2
EC
2
Eminence Capital
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$43.4M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$58.4M
5
O
5
OppenheimerFunds
New York
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
351
First Manhattan
New York
$25K – – –
OC
352
Oakworth Capital
Alabama
$23K – – –
TCM
353
Tradewinds Capital Management
Washington
$22K – – –
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$21K +$14.1K +415 +202%
CPIG
355
Chicago Partners Investment Group
Illinois
$20K -$6.05K -180 -23%
CFA
356
Carroll Financial Associates
North Carolina
$20K – – –
ANBT
357
American National Bank & Trust
Texas
$18K – – –
AWM
358
AllSquare Wealth Management
New York
$17K – – –
RFA
359
Reilly Financial Advisors
California
$17K – – –
WTC
360
WhitTier Trust Company
Nevada
$17K – – –
SBL
361
Sargent Bickham Lagudis
Colorado
$17K – – –
SQA
362
Simon Quick Advisors
New Jersey
$17K +$17K +500 New
GWM
363
Geneos Wealth Management
Colorado
$16K -$5.66K -175 -26%
TWMP
364
Taylor Wealth Management Partners
Massachusetts
$13K -$2.6K -75 -17%
KPCM
365
Kings Point Capital Management
New York
$13K – – –
HNB
366
Huntington National Bank
Ohio
$13K – – –
LIA
367
LS Investment Advisors
Michigan
$13K – – –
GBT
368
Grove Bank & Trust
Florida
$11K +$11K +330 New
WIM
369
Westside Investment Management
California
$8.93K – – –
WA
370
Winfield Associates
Ohio
$8K -$4.8K -135 -38%
FANJ
371
Financial Architects (New Jersey)
New Jersey
$8K – – –
JCM
372
Jacobi Capital Management
Pennsylvania
$8K – – –
FHA
373
First Horizon Advisors
Tennessee
$7K – – –
SSA
374
South Street Advisors
New York
$6.63K +$6.63K +197,145 New
NFG
375
Next Financial Group
Texas
$6K -$36.7K -1,070 -86%
13 14
15
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