We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

461 hedge funds and large institutions have $24.2B invested in Canadian Pacific Kansas City in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 179 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $147M | Put options by funds: $55.6M

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

15% more capital invested

Capital invested by funds: $21B → $24.2B (+$3.2B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7.12% more ownership

Funds ownership: 339.15%346.26% (+7.1%)

0% less funds holding

Funds holding: 462461 (-1)

28% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 179

Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
9.08%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
59
Increased
129
Reduced
179
Closed
50
Calls
$147M
Puts
$55.6M
Net Calls
+$91.4M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
376
Arax Advisory Partners
Colorado
$112K -$7.27K -155 -7%
BBHC
377
Brown Brothers Harriman & Co
New York
$110K +$53.7K +1,145 +113%
KPCM
378
Kings Point Capital Management
New York
$97K
FL
379
Fort LP
Maryland
$95K +$87.4K +1,865 New
BCWM
380
Bartlett & Co Wealth Management
Ohio
$91.8K -$7.03K -150 -8%
IFAM
381
Institutional & Family Asset Management
Colorado
$83K +$19.9K +425 +35%
GRP
382
Global Retirement Partners
California
$82K
FIB
383
First Interstate Bank
Montana
$76K
MVIP
384
Mar Vista Investment Partners
California
$76K +$12.7K +270 +22%
CIM
385
Contravisory Investment Management
Massachusetts
$71K -$938 -20 -1%
VFA
386
Valeo Financial Advisors
Indiana
$70K -$25.8K -550 -29%
SIM
387
Sonora Investment Management
Arizona
$69K
TCOV
388
Trust Company of Vermont
Vermont
$65K
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$63K -$3.86M -82,325 -99%
SBL
390
Sargent Bickham Lagudis
Colorado
$62K +$22K +470 +63%
TWA
391
TCI Wealth Advisors
Arizona
$57K +$52K +1,110 New
AIM
392
AIA Investment Management
Singapore
$54K -$30.5K -650 -38%
ATC
393
Adirondack Trust Company
New York
$53K -$23.4K -500 -34%
JCM
394
Jacobi Capital Management
Pennsylvania
$51K
BFEC
395
Benjamin F. Edwards & Company
Missouri
$51K +$46.9K +1,000 New
FCM
396
Firestone Capital Management
Florida
$51K +$46.9K +1,000 New
TCWM
397
Total Clarity Wealth Management
Illinois
$51K +$46.9K +1,000 New
AIM
398
Anchor Investment Management
South Carolina
$51K
TRCT
399
Tower Research Capital (TRC)
New York
$48K -$1.61M -34,365 -97%
RIA
400
Realta Investment Advisors
Delaware
$47K -$8.2K -175 -15%

CP Hedge Fund Activity: Q4 2019 in Review

461 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2019, worth a combined $24.2B — up 15% from $21B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CP positions and 50 closed out — a net gain of 9 holders — while 129 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity International, adding an estimated $206M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $235M sold.

  • 461 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2019, down from 462 in Q3 2019.
  • Funds reported $24.2B of Canadian Pacific Kansas City stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Canadian Pacific Kansas City positions in Q4 2019 and 50 closed out, a net change of +9 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2019 was Fidelity International, an estimated $206M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2019 was Arrowstreet Capital, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2019.