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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
BG
376
Bollard Group
Massachusetts
$266K – – –
ATC
377
Argent Trust Co
Tennessee
$265K +$249K +4,365 New
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$263K +$247K +4,320 New
FAAS
379
First Allied Advisory Services
California
$259K +$243K +4,250 New
VPIM
380
Vanguard Personalized Indexing Management
California
$259K +$243K +4,260 New
BIM
381
Baldwin Investment Management
Pennsylvania
$256K – – –
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$255K – – –
Mercer Global Advisors
383
Mercer Global Advisors
Colorado
$253K +$237K +4,160 New
QCG
384
Quadrant Capital Group
Ohio
$249K -$261K -4,565 -53%
IA
385
IFP Advisors
Florida
$249K +$13.7K +240 +6%
PCM
386
Poehling Capital Management
Wisconsin
$244K – – –
QC
387
Quadrature Capital
United Kingdom
$242K -$85.6K -1,500 -27%
QSS
388
Quantitative Systematic Strategies
Florida
$241K -$174K -3,045 -44%
Twin Tree Management
389
Twin Tree Management
Texas
$235K -$5.43M -95,220 -96%
ZCM
390
Ziegler Capital Management
Illinois
$234K +$220K +3,850 New
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$231K +$45.4K +795 +26%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$230K -$10.8K -190 -5%
WSTAM
393
Wilbanks Smith & Thomas Asset Management
Virginia
$228K +$214K +3,750 New
IPW
394
Inlet Private Wealth
Florida
$226K +$211K +3,705 New
QI
395
QS Investors
New York
$225K – – –
DC
396
Davenport & Co
Virginia
$224K +$210K +3,675 New
WAS
397
WESPAC Advisors SoCal
California
$220K -$42.8K -750 -18%
NFG
398
Next Financial Group
Texas
$217K +$203K +3,560 New
CB
399
Commerce Bank
Missouri
$208K +$195K +3,425 New
PI
400
PEAK6 Investments
Illinois
$207K -$83.3K -1,460 -30%
14 15
16
17 18

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.