CP icon

Canadian Pacific Kansas City
CP

Overview Fund Activity

442 hedge funds and large institutions have $18.3B invested in Canadian Pacific Kansas City in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+56
Holders Change %
+14.51%
% of All Funds
10.04%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
86
Increased
128
Reduced
140
Closed
28
Calls
$50.6M
Puts
$108M
Net Calls
-$57.1M
Net Calls Change
+$17.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$668M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$475M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$156M
4
CBOA
Commonwealth Bank of Australia
Australia
$88M
5
DCP
DSM Capital Partners
Florida
$82.5M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$723M
2
Viking Global Investors
Viking Global Investors
Connecticut
$443M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$28M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$349M
5
O
OppenheimerFunds
New York
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
351
MGO One Seven
Ohio
$156K +$156K +4,270 New
MCIM
352
Meadow Creek Investment Management
Georgia
$149K – – –
PCM
353
Poehling Capital Management
Wisconsin
$146K +$146K +4,000 New
LWCFA
354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K – – –
C
355
Cerebellum
California
$133K +$133K +3,635 New
DZ Bank
356
DZ Bank
Germany
$128K +$128K +3,500 New
RFC
357
Regions Financial Corp
Alabama
$111K +$111K +3,025 New
BFEC
358
Benjamin F. Edwards & Company
Missouri
$110K – – –
APA
359
American Portfolios Advisors
New York
$104K +$104K +2,850 New
WAM
360
Wealthspire Advisors (Maryland)
Maryland
$97K +$19K +520 +24%
EWM
361
Evercore Wealth Management
New York
$91K – – –
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$89K +$89K +2,435 New
TSW
363
Thompson Siegel & Walmsley
Virginia
$84K – – –
AAP
364
Arax Advisory Partners
Colorado
$78K +$362 +10 +0.5%
ST
365
Smithfield Trust
Pennsylvania
$77K – – –
VFA
366
Valeo Financial Advisors
Indiana
$76K – – –
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$73K +$73K +2,010 New
EA
368
Edge Advisors
Georgia
$69K +$11.9K +330 +21%
PGWM
369
Parisi Gray Wealth Management
New Jersey
$63K +$63K +1,720 New
BWL
370
Bogart Wealth LLC
Virginia
$55K +$5.15K +140 +10%
ATC
371
Adirondack Trust Company
New York
$54K – – –
QCG
372
Quadrant Capital Group
Ohio
$53K +$1.73K +55 +3%
CPA
373
Clear Perspective Advisors
Illinois
$51K – – –
PG
374
Patten Group
Tennessee
$48K – – –
AF
375
Allworth Financial
California
$46K – – –
13 14
15
16 17