We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

480 hedge funds and large institutions have $24.5B invested in Canadian Pacific Kansas City in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 143 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

17% more capital invested

Capital invested by funds: $21B → $24.5B (+$3.47B)

4% more funds holding

Funds holding: 461480 (+19)

3.57% more ownership

Funds ownership: 350.89%354.46% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

20% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 179

46% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $119M

Holders
480
Holders Change
+19
Holders Change %
+4.12%
% of All Funds
9.84%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
64
Increased
143
Reduced
179
Closed
43
Calls
$64.8M
Puts
$119M
Net Calls
-$54.6M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
401
BNP Paribas Financial Markets
France
$92.9K -$30.8K -650 -26%
BC
402
Bartlett & Co
Ohio
$92K -$2.85K -60 -3%
BCWM
403
Bartlett & Co Wealth Management
Ohio
$91.9K -$2.85K -60 -3%
IFAM
404
Institutional & Family Asset Management
Colorado
$83K
SIM
405
Sonora Investment Management
Arizona
$79K +$9.49K +200 +15%
VFA
406
Valeo Financial Advisors
Indiana
$73K +$3.08K +65 +5%
CIM
407
Contravisory Investment Management
Massachusetts
$71K -$1.66K -35 -2%
PGAM
408
Princeton Global Asset Management
New Jersey
$65K
HIA
409
Harbor Investment Advisory
Maryland
$62K +$57.2K +1,205 New
TCOV
410
Trust Company of Vermont
Vermont
$60K
EDRH
411
Edmond de Rothschild Holding
Switzerland
$59K
ATC
412
Adirondack Trust Company
New York
$54K
AIM
413
AIA Investment Management
Singapore
$53K
GRP
414
Global Retirement Partners
California
$51K -$28.7K -605 -38%
BFEC
415
Benjamin F. Edwards & Company
Missouri
$51K
FCM
416
Firestone Capital Management
Florida
$51K
JCM
417
Jacobi Capital Management
Pennsylvania
$51K
PP
418
Pacifica Partners
Canada
$51K +$27K +570 +127%
AF
419
Advisornet Financial
Minnesota
$50K
LC
420
Lindbrook Capital
California
$48K -$3.56K -75 -7%
CWP
421
CFM Wealth Partners
Texas
$46K -$121K -2,550 -74%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$45K
EFSCE
423
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$1.42K +30 +4%
GWM
424
Geneos Wealth Management
Colorado
$43K +$3.56K +75 +9%
PB
425
Pinnacle Bancorp
Nebraska
$41K

CP Hedge Fund Activity: Q2 2020 in Review

480 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2020, worth a combined $24.5B — up 17% from $21B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new CP positions and 43 closed out — a net gain of 21 holders — while 143 added to existing stakes and 179 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $188M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $500M sold.

  • 480 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2020, up from 461 in Q1 2020.
  • Funds reported $24.5B of Canadian Pacific Kansas City stock for Q2 2020, up 17% quarter-over-quarter.
  • 64 funds opened new Canadian Pacific Kansas City positions in Q2 2020 and 43 closed out, a net change of +21 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2020 was Artisan Partners, an estimated $188M added.
  • The largest Canadian Pacific Kansas City seller in Q2 2020 was Lone Pine Capital, an estimated $500M sold.

Based on aggregated 13F filings for Q2 2020.