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Canadian Pacific Kansas City
CP

Overview Fund Activity

464 hedge funds and large institutions have $22.8B invested in Canadian Pacific Kansas City in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 209 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
-10
Holders Change %
-2.11%
% of All Funds
10.09%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.39%
New
47
Increased
125
Reduced
209
Closed
54
Calls
$53.4M
Puts
$64.8M
Net Calls
-$11.4M
Net Calls Change
+$15.2M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
$411M
2
Fidelity International
Fidelity International
Bermuda
$1.15B
3
ECU
Egerton Capital (UK)
United Kingdom
$912M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$446M
5
TCI Fund Management
TCI Fund Management
United Kingdom
$2.39B

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$637M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$589M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$193M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$666M
5
DCP
DSM Capital Partners
Florida
$547K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
376
Meadow Creek Investment Management
Georgia
$199K +$28.9K +640 +17%
APA
377
American Portfolios Advisors
New York
$175K +$15.8K +335 +10%
NFG
378
Next Financial Group
Texas
$156K +$70.2K +1,495 +82%
HWA
379
Heritage Wealth Advisors
Virginia
$140K – – –
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K -$24.7K -525 -16%
JGIA
381
Jackson Grant Investment Advisers
Connecticut
$132K – – –
ZB
382
Zions Bancorporation
Utah
$128K -$16K -340 -11%
AF
383
Advisornet Financial
Minnesota
$128K -$4.93K -105 -4%
CMBA
384
C.M. Bidwell & Associates
Hawaii
$114K +$114K +2,425 New
AAP
385
Arax Advisory Partners
Colorado
$111K +$111K +2,355 New
VFA
386
Valeo Financial Advisors
Indiana
$102K – – –
HGWM
387
Harvest Group Wealth Management
Massachusetts
$99K – – –
KPCM
388
Kings Point Capital Management
New York
$89K – – –
BCWM
389
Bartlett & Co Wealth Management
Ohio
$81.4K -$7.08K -150 -8%
BC
390
Bartlett & Co
Ohio
$81K -$7.04K -150 -8%
RIA
391
Realta Investment Advisors
Delaware
$81K +$36.4K +770 +81%
GRP
392
Global Retirement Partners
California
$76K -$20.1K -425 -21%
CIAS
393
Capital Investment Advisory Services
North Carolina
$76K +$21.7K +455 +40%
ATC
394
Adirondack Trust Company
New York
$70K – – –
CIM
395
Contravisory Investment Management
Massachusetts
$65K -$709 -15 -1%
CPA
396
Clear Perspective Advisors
Illinois
$65K +$65K +1,390 New
ASN
397
Advisory Services Network
Georgia
$64K -$35.9K -765 -36%
SIM
398
Sonora Investment Management
Arizona
$63K – – –
PCP
399
Proficio Capital Partners
Massachusetts
$60K -$2.8K -60 -4%
PGAM
400
Princeton Global Asset Management
New Jersey
$60K – – –
14 15
16
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