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Canadian Pacific Kansas City
CP

Overview Fund Activity

446 hedge funds and large institutions have $21B invested in Canadian Pacific Kansas City in 2018 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 123 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
10.21%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.46%
New
60
Increased
123
Reduced
174
Closed
39
Calls
$51.5M
Puts
$64.5M
Net Calls
-$13M
Net Calls Change
-$107M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$551M
2
CCM
Causeway Capital Management
California
+$315M
3
LPC
Lone Pine Capital
Connecticut
+$219M
4
Citadel Advisors
Citadel Advisors
Florida
+$156M
5
SHCM
Sachem Head Capital Management
New York
+$149M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$350M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$151M
3
Cohen & Steers
Cohen & Steers
New York
-$82.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$74.7M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$198K – – –
Twin Tree Management
352
Twin Tree Management
Texas
$197K +$197K +4,640 New
C
353
Cerebellum
California
$192K +$192K +4,535 New
FGAM
354
Financial Gravity Asset Management
Texas
$180K -$62.2K -1,585 -26%
FPS
355
Fieldpoint Private Securities
Connecticut
$176K -$27.6K -650 -14%
ZB
356
Zions Bancorporation
Utah
$159K +$3.18K +75 +2%
WSTAM
357
Wilbanks Smith & Thomas Asset Management
Virginia
$159K +$159K +3,750 New
SWM
358
SeaCrest Wealth Management
New York
$151K – – –
TRCT
359
Tower Research Capital (TRC)
New York
$149K +$149K +3,500 New
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K -$1.7K -40 -1%
CAG
361
Csenge Advisory Group
Florida
$136K +$136K +3,305 New
WAM
362
Wealthspire Advisors (Maryland)
Maryland
$130K -$39K -920 -23%
RFC
363
Regions Financial Corp
Alabama
$128K -$6.35K -150 -5%
HWA
364
Heritage Wealth Advisors
Virginia
$126K +$126K +2,975 New
BWL
365
Bogart Wealth LLC
Virginia
$121K +$7.21K +170 +6%
JGIA
366
Jackson Grant Investment Advisers
Connecticut
$119K – – –
APA
367
American Portfolios Advisors
New York
$118K – – –
AAP
368
Arax Advisory Partners
Colorado
$110K -$11.5K -270 -9%
GRP
369
Global Retirement Partners
California
$88K -$19.4K -455 -18%
VFA
370
Valeo Financial Advisors
Indiana
$86K +$821 +20 +1%
PGWM
371
Parisi Gray Wealth Management
New Jersey
$71K – – –
QCG
372
Quadrant Capital Group
Ohio
$69K +$918 +25 +1%
ST
373
Smithfield Trust
Pennsylvania
$64K – – –
ATC
374
Adirondack Trust Company
New York
$63K – – –
CIM
375
Contravisory Investment Management
Massachusetts
$62K +$62K +1,470 New
13 14
15
16 17