We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

480 hedge funds and large institutions have $24.5B invested in Canadian Pacific Kansas City in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 143 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

17% more capital invested

Capital invested by funds: $21B → $24.5B (+$3.47B)

4% more funds holding

Funds holding: 461480 (+19)

3.57% more ownership

Funds ownership: 350.89%354.46% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

20% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 179

46% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $119M

Holders
480
Holders Change
+19
Holders Change %
+4.12%
% of All Funds
9.84%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
64
Increased
143
Reduced
179
Closed
43
Calls
$64.8M
Puts
$119M
Net Calls
-$54.6M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
376
Advisor Partners
California
$230K +$213K +4,495 New
CT
377
Columbia Trust
Oregon
$229K +$213K +4,500 New
TIA
378
Tiemann Investment Advisors
California
$223K
BG
379
Bollard Group
Massachusetts
$223K +$208K +4,375 New
WAS
380
WESPAC Advisors SoCal
California
$219K +$202K +4,250 New
BIM
381
Baldwin Investment Management
Pennsylvania
$215K +$200K +4,210 New
CG
382
Colony Group
Massachusetts
$213K +$198K +4,165 New
AO
383
Advisor OS
Illinois
$211K +$196K +4,130 New
NHC
384
Nicholas Hoffman & Company
Georgia
$205K +$190K +4,010 New
PCM
385
Poehling Capital Management
Wisconsin
$204K +$190K +4,000 New
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$202K -$217K -4,565 -54%
IA
387
IFP Advisors
Florida
$197K -$6.64K -140 -3%
QI
388
QS Investors
New York
$188K -$262K -5,525 -60%
Group One Trading
389
Group One Trading
Illinois
$171K +$159K +3,350 New
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$153K +$107K +2,260 +303%
HWA
391
Heritage Wealth Advisors
Virginia
$152K
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$144K
BFM
394
Boston Financial Management
Massachusetts
$143K +$133K +2,800 New
ZB
395
Zions Bancorporation
Utah
$139K
HBT
396
Hills Bank & Trust
Iowa
$135K +$126K +2,650 New
C
397
Cerebellum
California
$133K +$172K +3,635 New
BWP
398
Baldwin Wealth Partners
Massachusetts
$111K -$51K -1,075 -33%
AAP
399
Arax Advisory Partners
Colorado
$96K
CA
400
Clearstead Advisors
Ohio
$95K +$44.1K +930 +100%

CP Hedge Fund Activity: Q2 2020 in Review

480 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2020, worth a combined $24.5B — up 17% from $21B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new CP positions and 43 closed out — a net gain of 21 holders — while 143 added to existing stakes and 179 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $188M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $500M sold.

  • 480 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2020, up from 461 in Q1 2020.
  • Funds reported $24.5B of Canadian Pacific Kansas City stock for Q2 2020, up 17% quarter-over-quarter.
  • 64 funds opened new Canadian Pacific Kansas City positions in Q2 2020 and 43 closed out, a net change of +21 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2020 was Artisan Partners, an estimated $188M added.
  • The largest Canadian Pacific Kansas City seller in Q2 2020 was Lone Pine Capital, an estimated $500M sold.

Based on aggregated 13F filings for Q2 2020.