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Canadian Pacific Kansas City
CP

Overview Fund Activity

446 hedge funds and large institutions have $21B invested in Canadian Pacific Kansas City in 2018 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 123 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
10.21%
Holding in Top 10
20
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+100%
% of All Funds
0.46%
New
60
Increased
123
Reduced
174
Closed
39
Calls
$51.5M
Puts
$64.5M
Net Calls
-$13M
Net Calls Change
-$107M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$551M
2
CCM
Causeway Capital Management
California
+$315M
3
LPC
Lone Pine Capital
Connecticut
+$219M
4
Citadel Advisors
Citadel Advisors
Florida
+$156M
5
SHCM
Sachem Head Capital Management
New York
+$149M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$350M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$151M
3
Cohen & Steers
Cohen & Steers
New York
-$82.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$74.7M
5
OAC
OMERS Administration Corp
Ontario, Canada
-$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
401
Tradewinds Capital Management
Washington
$28K – – –
CFA
402
Carroll Financial Associates
North Carolina
$26K – – –
TAIM
403
TD Ameritrade Investment Management
Nebraska
$24K +$22.1K +515 +1,144%
SF
404
Synovus Financial
Georgia
$22K -$23.3K -540 -51%
CPIG
405
Chicago Partners Investment Group
Illinois
$22K -$574 -15 -3%
WTC
406
WhitTier Trust Company
Nevada
$21K – – –
AWM
407
AllSquare Wealth Management
New York
$21K – – –
Canada Pension Plan Investment Board
408
Canada Pension Plan Investment Board
Ontario, Canada
$19K -$317K -7,595 -94%
SWP
409
Stratos Wealth Partners
Ohio
$18K +$18K +420 New
LIA
410
LS Investment Advisors
Michigan
$17K – – –
CHC
411
City Holding Co
West Virginia
$17K – – –
KPCM
412
Kings Point Capital Management
New York
$17K – – –
SBL
413
Sargent Bickham Lagudis
Colorado
$17K – – –
CFGS
414
Concourse Financial Group Securities
Alabama
$17K +$17K +395 New
WIM
415
Westside Investment Management
California
$16.9K – – –
Lazard Asset Management
416
Lazard Asset Management
New York
$15K +$15K +360 New
CAM
417
CenterStar Asset Management
Illinois
$14K -$22K – –
KJWM
418
Kiley Juergens Wealth Management
Washington
$14K – – –
BWA
419
Burt Wealth Advisors
Maryland
$13K +$13K +300 New
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$12K +$3.52K +85 +41%
CCM
421
Covington Capital Management
California
$11K – – –
ASN
422
Advisory Services Network
Georgia
$10K -$7.29K -175 -42%
TFS
423
TrustCore Financial Services
Tennessee
$10K -$3.27K -80 -25%
SSA
424
South Street Advisors
New York
$9.27K -$11 -250 -0.1%
TL
425
TrueWealth LLC
Georgia
$9K – – –
15 16
17
18 19