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Canadian Pacific Kansas City
CP

Overview Fund Activity

442 hedge funds and large institutions have $18.3B invested in Canadian Pacific Kansas City in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+56
Holders Change %
+14.51%
% of All Funds
10.04%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
86
Increased
128
Reduced
140
Closed
28
Calls
$50.6M
Puts
$108M
Net Calls
-$57.1M
Net Calls Change
+$17.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$668M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$475M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$156M
4
CBOA
Commonwealth Bank of Australia
Australia
$88M
5
DCP
DSM Capital Partners
Florida
$82.5M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$723M
2
Viking Global Investors
Viking Global Investors
Connecticut
$443M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$28M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$349M
5
O
OppenheimerFunds
New York
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$18K – – –
AWM
402
AllSquare Wealth Management
New York
$18K – – –
GWM
403
Geneos Wealth Management
Colorado
$18K – – –
IWM
404
IHT Wealth Management
Illinois
$17K -$12.4K -335 -42%
SBL
405
Sargent Bickham Lagudis
Colorado
$17K – – –
KPCM
406
Kings Point Capital Management
New York
$15K – – –
LIA
407
LS Investment Advisors
Michigan
$15K – – –
TWMP
408
Taylor Wealth Management Partners
Massachusetts
$14K – – –
CPIG
409
Chicago Partners Investment Group
Illinois
$13K -$8.79K -240 -40%
GBT
410
Grove Bank & Trust
Florida
$12K – – –
WIM
411
Westside Investment Management
California
$10.1K – – –
FANJ
412
Financial Architects (New Jersey)
New Jersey
$9K – – –
WA
413
Winfield Associates
Ohio
$9K – – –
JCM
414
Jacobi Capital Management
Pennsylvania
$9K – – –
TFS
415
TrustCore Financial Services
Tennessee
$9K +$9K +245 New
CCM
416
Covington Capital Management
California
$9K +$9K +250 New
ASN
417
Advisory Services Network
Georgia
$8K +$2.26K +65 +39%
M
418
MOTCO
Texas
$8K +$8K +210 New
SP
419
SWS Partners
Ohio
$7K +$7K +180 New
GFP
420
Gryphon Financial Partners
Ohio
$7K +$7K +205 New
FPFS
421
First Personal Financial Services
North Carolina
$6K – – –
GWS
422
Glassman Wealth Services
Virginia
$6K +$6K +165 New
CB
423
CNB Bank
Pennsylvania
$6K +$6K +175 New
PWM
424
Perigon Wealth Management
California
$5K – – –
KJWM
425
Kiley Juergens Wealth Management
Washington
$5K +$5K +150 New
15 16
17
18 19