We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

480 hedge funds and large institutions have $17.3B invested in Canadian Pacific Kansas City in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 155 increasing their positions, 163 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $164M | Put options by funds: $69M

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

7% more funds holding

Funds holding: 447480 (+33)

5% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 163

4.13% less ownership

Funds ownership: 345.63%341.5% (-4.1%)

17% less capital invested

Capital invested by funds: $21B → $17.3B (-$3.64B)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
480
Holders Change
+33
Holders Change %
+7.38%
% of All Funds
10.7%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.33%
New
96
Increased
155
Reduced
163
Closed
62
Calls
$164M
Puts
$69M
Net Calls
+$95.1M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$120K
HAM
377
Highstreet Asset Management
Ontario, Canada
$120K +$105K +2,620 +345%
ZB
378
Zions Bancorporation
Utah
$115K -$20.4K -510 -14%
RFC
379
Regions Financial Corp
Alabama
$107K
HWA
380
Heritage Wealth Advisors
Virginia
$105K
JGIA
381
Jackson Grant Investment Advisers
Connecticut
$105K +$5.6K +140 +5%
ESB
382
Essex Savings Bank
Connecticut
$102K +$115K +2,875 New
APA
383
American Portfolios Advisors
New York
$94.5K -$4.6K -115 -4%
AF
384
Advisornet Financial
Minnesota
$94K +$67K +1,675 +170%
VLKIM
385
Van Lanschot Kempen Investment Management
Netherlands
$86K +$71K +1,775 New
AAP
386
Arax Advisory Partners
Colorado
$85K -$7.6K -190 -7%
GRP
387
Global Retirement Partners
California
$81K +$8.6K +215 +10%
WAM
388
Wealthspire Advisors (Maryland)
Maryland
$77K -$35.8K -895 -29%
VFA
389
Valeo Financial Advisors
Indiana
$77K +$2.4K +60 +3%
BTNA
390
Bremer Trust National Association
Minnesota
$75K +$84.2K +2,105 New
KPCM
391
Kings Point Capital Management
New York
$67K +$60K +1,500 +375%
BC
392
Bartlett & Co
Ohio
$67K +$75K +1,875 New
BCWM
393
Bartlett & Co Wealth Management
Ohio
$66.8K +$75K +1,875 New
AIC
394
Ameritas Investment Company
Nebraska
$66K +$74.6K +1,865 New
PGWM
395
Parisi Gray Wealth Management
New Jersey
$59K
ATC
396
Adirondack Trust Company
New York
$53K
PCP
397
Proficio Capital Partners
Massachusetts
$52K +$5.2K +130 +10%
CIM
398
Contravisory Investment Management
Massachusetts
$49K -$3.6K -90 -6%
CIM
399
Centersquare Investment Management
Pennsylvania
$49K
SIM
400
Sonora Investment Management
Arizona
$48K +$8.4K +210 +19%

CP Hedge Fund Activity: Q4 2018 in Review

480 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2018, worth a combined $17.3B — down 17% from $21B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CP positions and 62 closed out — a net gain of 34 holders — while 155 added to existing stakes and 163 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $584M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 480 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2018, up from 447 in Q3 2018.
  • Funds reported $17.3B of Canadian Pacific Kansas City stock for Q4 2018, down 17% quarter-over-quarter.
  • 96 funds opened new Canadian Pacific Kansas City positions in Q4 2018 and 62 closed out, a net change of +34 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2018 was TCI Fund Management, an estimated $584M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2018 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2018.