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Canadian Pacific Kansas City
CP

491 hedge funds and large institutions have $29.2B invested in Canadian Pacific Kansas City in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

19% more capital invested

Capital invested by funds: $24.5B → $29.2B (+$4.73B)

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

2% more funds holding

Funds holding: 480 → 491 (+11)

4.41% less ownership

Funds ownership: 354.46% → 350.05% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 175

35% less call options, than puts

Call options by funds: $46.5M | Put options by funds: $71.9M

Holders
491
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
9.91%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.46%
New
55
Increased
156
Reduced
175
Closed
39
Calls
$46.5M
Puts
$71.9M
Net Calls
-$25.5M
Net Calls Change
+$29.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
2
Fidelity International
Fidelity International
Bermuda
+$149M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$81.3M
4
Norges Bank
Norges Bank
Norway
+$56.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$56.4M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$208M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$138M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$127M
4
Holocene Advisors
Holocene Advisors
New York
-$127M
5
Citadel Advisors
Citadel Advisors
Florida
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
401
Nicholas Hoffman & Company
Georgia
$206K -$35.7K -625 -16%
TRCT
402
Tower Research Capital (TRC)
New York
$203K +$189K +3,310 +8,275%
FHB
403
First Hawaiian Bank
Hawaii
$202K +$189K +3,315 New
QC
404
QCM Cayman
Texas
$200K +$187K +3,285 New
HWA
405
Heritage Wealth Advisors
Virginia
$181K – – –
BlackRock
406
BlackRock
New York
$180K -$1.52M -26,700 -90%
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174K – – –
JGIA
408
Jackson Grant Investment Advisers
Connecticut
$171K – – –
ZB
409
Zions Bancorporation
Utah
$166K – – –
HBT
410
Hills Bank & Trust
Iowa
$146K -$14.3K -250 -9%
BWP
411
Baldwin Wealth Partners
Massachusetts
$135K +$2.28K +40 +2%
AAP
412
Arax Advisory Partners
Colorado
$119K +$4K +70 +4%
Group One Trading
413
Group One Trading
Illinois
$113K -$85.6K -1,500 -45%
CA
414
Clearstead Advisors
Ohio
$113K – – –
BCWM
415
Bartlett & Co Wealth Management
Ohio
$110K – – –
BC
416
Bartlett & Co
Ohio
$109K – – –
AIM
417
AIA Investment Management
Singapore
$109K +$42.8K +750 +71%
ALAM
418
Asahi Life Asset Management
Japan
$109K +$103K +1,800 New
TCOV
419
Trust Company of Vermont
Vermont
$102K +$28.5K +500 +43%
VFA
420
Valeo Financial Advisors
Indiana
$89K +$1.71K +30 +2%
ASN
421
Advisory Services Network
Georgia
$86K +$81K +1,420 New
CIM
422
Contravisory Investment Management
Massachusetts
$84K – – –
SIM
423
Sonora Investment Management
Arizona
$82K -$11.4K -200 -13%
PGAM
424
Princeton Global Asset Management
New Jersey
$78K – – –
EDRH
425
Edmond de Rothschild Holding
Switzerland
$71K – – –
15 16
17
18 19

CP Hedge Fund Activity: Q3 2020 in Review

491 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q3 2020, worth a combined $29.2B — up 19% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CP positions and 39 closed out — a net gain of 16 holders — while 156 added to existing stakes and 175 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $221M. The largest seller was TD Asset Management, cutting an estimated $208M.

  • 491 institutional investors held Canadian Pacific Kansas City (CP) as of Q3 2020, up from 480 in Q2 2020.
  • Funds reported $29.2B of Canadian Pacific Kansas City stock for Q3 2020, up 19% quarter-over-quarter.
  • 55 funds opened new Canadian Pacific Kansas City positions in Q3 2020 and 39 closed out, a net change of +16 holders.
  • The largest Canadian Pacific Kansas City buyer in Q3 2020 was Fidelity Investments, an estimated $221M added.
  • The largest Canadian Pacific Kansas City seller in Q3 2020 was TD Asset Management, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2020.