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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
LOAMS
351
Lombard Odier Asset Management (Switzerland)
Switzerland
$343K +$242K +4,240 New
KAS
352
Kestra Advisory Services
Texas
$339K +$3.71K +65 New
FC
353
FORA Capital
Florida
$336K +$24K +420 +8%
NFC
354
Northeast Financial Consultants
Connecticut
$331K – – –
TSWM
355
Triangle Securities Wealth Management
North Carolina
$325K – – –
CG
356
Colony Group
Massachusetts
$325K +$66.5K +1,165 +28%
DWT
357
Dorsey & Whitney Trust
South Dakota
$323K -$285 -5 -0.1%
CIC
358
Chilton Investment Company
Connecticut
$317K +$297K +5,205 New
AAS
359
Avantax Advisory Services
Texas
$315K +$296K +5,190 New
Verition Fund Management
360
Verition Fund Management
Connecticut
$314K +$295K +5,165 New
FC
361
Forte Capital
New York
$312K +$7.42K +130 +3%
BF
362
BOK Financial
Oklahoma
$311K +$15.4K +270 +6%
UWPG
363
Ullmann Wealth Partners Group
Florida
$309K – – –
AG
364
Algert Global
California
$307K -$184K -3,230 -39%
FCFC
365
First Commonwealth Financial Corp
Pennsylvania
$304K – – –
WS
366
Wedbush Securities
California
$300K -$11.1K -195 -4%
SCM
367
Schnieders Capital Management
California
$295K – – –
W
368
WealthStone
Ohio
$294K +$276K +4,835 New
AP
369
Advisor Partners
California
$293K +$18.5K +325 +7%
NERM
370
New England Research & Management
Illinois
$291K -$21.4K -375 -7%
SIAS
371
Shine Investment Advisory Services
Colorado
$289K – – –
TIA
372
Tiemann Investment Advisors
California
$286K +$18.5K +325 +7%
Wellington Management Group
373
Wellington Management Group
Massachusetts
$284K – – –
Fisher Asset Management
374
Fisher Asset Management
Washington
$282K +$264K +4,625 New
WCM
375
Wunderlich Capital Managemnt
Tennessee
$281K -$5.71K -100 -2%
13 14
15
16 17

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.