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Canadian Pacific Kansas City

461 hedge funds and large institutions have $24.2B invested in Canadian Pacific Kansas City in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 179 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $147M | Put options by funds: $55.6M

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

15% more capital invested

Capital invested by funds: $21B → $24.2B (+$3.2B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7.12% more ownership

Funds ownership: 339.15%346.26% (+7.1%)

0% less funds holding

Funds holding: 462461 (-1)

28% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 179

Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
9.08%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
59
Increased
129
Reduced
179
Closed
50
Calls
$147M
Puts
$55.6M
Net Calls
+$91.4M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$45K
EFSCE
402
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
PB
403
Pinnacle Bancorp
Nebraska
$41K
GWM
404
Geneos Wealth Management
Colorado
$40K -$234 -5 -0.6%
LC
405
Lindbrook Capital
California
$39K -$1.88K -40 -5%
OC
406
Oakworth Capital
Alabama
$39K
ARMC
407
American Research & Management Company
Massachusetts
$38K
First Manhattan
408
First Manhattan
New York
$38K
RFA
409
Reilly Financial Advisors
California
$36K
ST
410
Smithfield Trust
Pennsylvania
$35K
CFA
411
Carroll Financial Associates
North Carolina
$31K
SF
412
Synovus Financial
Georgia
$31K
CFGS
413
Concourse Financial Group Securities
Alabama
$30K +$234 +5 +0.9%
SSWG
414
Seven Springs Wealth Group
Tennessee
$28K +$25.8K +550 New
TCM
415
Tradewinds Capital Management
Washington
$27K
KPW
416
Kore Private Wealth
New York
$26K +$23.7K +505 New
VCS
417
Vaughan & Co Securities
New Jersey
$25.5K +$23.4K +500 New
HGWM
418
Harvest Group Wealth Management
Massachusetts
$25K -$75K -1,600 -76%
AWM
419
AllSquare Wealth Management
New York
$25K
CHA
420
Carmichael Hill & Associates
Maryland
$25K +$23.4K +500 New
PP
421
Pacifica Partners
Canada
$23K +$21.1K +450 New
CHC
422
City Holding Co
West Virginia
$20K
APWM
423
Atlas Private Wealth Management
New York
$19K +$17.6K +375 New
OAJ
424
Ogorek Anthony Joseph
New York
$19K +$17.6K +375 New
AssetMark Inc
425
AssetMark Inc
California
$18K +$9.14K +195 +122%

CP Hedge Fund Activity: Q4 2019 in Review

461 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2019, worth a combined $24.2B — up 15% from $21B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CP positions and 50 closed out — a net gain of 9 holders — while 129 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity International, adding an estimated $206M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $235M sold.

  • 461 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2019, down from 462 in Q3 2019.
  • Funds reported $24.2B of Canadian Pacific Kansas City stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Canadian Pacific Kansas City positions in Q4 2019 and 50 closed out, a net change of +9 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2019 was Fidelity International, an estimated $206M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2019 was Arrowstreet Capital, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2019.