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Canadian Pacific Kansas City

448 hedge funds and large institutions have $17.7B invested in Canadian Pacific Kansas City in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 48

2.61% more ownership

Funds ownership: 344.9%347.51% (+2.6%)

1% more funds holding

Funds holding: 442448 (+6)

3% less capital invested

Capital invested by funds: $18.3B → $17.7B (-$568M)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

50% less call options, than puts

Call options by funds: $55.6M | Put options by funds: $111M

Holders
448
Holders Change
+6
Holders Change %
+1.36%
% of All Funds
10.27%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
58
Increased
135
Reduced
158
Closed
48
Calls
$55.6M
Puts
$111M
Net Calls
-$55.8M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$17K
SBL
402
Sargent Bickham Lagudis
Colorado
$17K
SWP
403
Stratos Wealth Partners
Ohio
$15K -$10.1K -280 -40%
IWM
404
IHT Wealth Management
Illinois
$14K -$2.53K -70 -15%
KPCM
405
Kings Point Capital Management
New York
$14K
LIA
406
LS Investment Advisors
Michigan
$14K
ASN
407
Advisory Services Network
Georgia
$14K +$6.5K +180 +78%
CHC
408
City Holding Co
West Virginia
$14K +$14.4K +400 New
TWMP
409
Taylor Wealth Management Partners
Massachusetts
$13K
FCAG
410
First Capital Advisors Group
New Jersey
$13K +$13.5K +375 New
CPIG
411
Chicago Partners Investment Group
Illinois
$12K -$361 -10 -3%
CIP
412
Convergence Investment Partners
Florida
$12K +$11.9K +330 New
RCAG
413
Rehmann Capital Advisory Group
Michigan
$12K +$11.9K +330 New
CCA
414
Clearwater Capital Advisors
Illinois
$10K +$9.92K +275 New
WIM
415
Westside Investment Management
California
$9.39K
CCM
416
Covington Capital Management
California
$9K
FANJ
417
Financial Architects (New Jersey)
New Jersey
$9K
TFS
418
TrustCore Financial Services
Tennessee
$9K
AWA
419
Acorn Wealth Advisors
Michigan
$9K +$6.32K +175 +269%
DOA
420
D'Orazio & Associates
Virginia
$9K +$8.84K +245 New
TL
421
TrueWealth LLC
Georgia
$8K +$5.77K +160 +291%
SSA
422
South Street Advisors
New York
$7.42K +$300K +8,300 +4%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$7K -$13.2K -365 -64%
M
424
MOTCO
Texas
$7K -$722 -20 -10%
GFP
425
Gryphon Financial Partners
Ohio
$7K

CP Hedge Fund Activity: Q1 2018 in Review

448 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2018, worth a combined $17.7B — down 3.1% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CP positions and 48 closed out — a net gain of 10 holders — while 135 added to existing stakes and 158 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $474M. The largest seller was Artisan Partners, cutting an estimated $124M.

  • 448 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2018, up from 442 in Q4 2017.
  • Funds reported $17.7B of Canadian Pacific Kansas City stock for Q1 2018, down 3.1% quarter-over-quarter.
  • 58 funds opened new Canadian Pacific Kansas City positions in Q1 2018 and 48 closed out, a net change of +10 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2018 was Fidelity Investments, an estimated $474M added.
  • The largest Canadian Pacific Kansas City seller in Q1 2018 was Artisan Partners, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2018.