Canadian Pacific Kansas City
397 hedge funds and large institutions have $16B invested in Canadian Pacific Kansas City in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 130 reducing their positions, and 37 closing their positions.
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
5% more capital invested
Capital invested by funds: $15.2B → $16B (+$816M)
3% more funds holding
Funds holding: 384 → 397 (+13)
5% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 130
14.46% less ownership
Funds ownership: 351.06% → 336.6% (-14%)
40% less call options, than puts
Call options by funds: $73.5M | Put options by funds: $122M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QV Investors
Calgary,
Alberta, Canada
|
+$156M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$146M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$145M |
| 4 |
EC
Eminence Capital
New York
|
+$120M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$460M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$208M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$139M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$117M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$115M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
426
Acrospire Investment Management
Chicago,
Illinois
| – | -$88K | -3,000 | Closed |
|
427
VanEck Associates
New York
| – | -$78K | -2,650 | Closed |
|
|
FMA
428
FNY Managed Accounts
New York
| – | -$65K | -2,235 | Closed |
|
|
CAG
429
Crestwood Advisors Group
Boston,
Massachusetts
| – | -$33K | -1,075 | Closed |
|
|
SF
430
Synovus Financial
Columbus,
Georgia
| – | -$31K | -1,050 | Closed |
|
|
FPF
431
FNY Partners Fund
New York
| – | -$14K | -500 | Closed |
|
|
CIM
432
Contravisory Investment Management
Norwell,
Massachusetts
| – | -$9K | -315 | Closed |
|
433
Lazard Asset Management
New York
| – | -$5K | -180 | Closed |
|
|
BWP
434
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$1K | -50 | Closed |
|
CP Hedge Fund Activity: Q2 2017 in Review
397 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2017, worth a combined $16B — up 5.4% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new CP positions and 37 closed out — a net gain of 16 holders — while 124 added to existing stakes and 130 trimmed.
The largest buyer was QV Investors, opening a new position worth an estimated $156M. The largest seller was 1832 Asset Management, cutting an estimated $460M.
- 397 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2017, up from 384 in Q1 2017.
- Funds reported $16B of Canadian Pacific Kansas City stock for Q2 2017, up 5.4% quarter-over-quarter.
- 53 funds opened new Canadian Pacific Kansas City positions in Q2 2017 and 37 closed out, a net change of +16 holders.
- The largest Canadian Pacific Kansas City buyer in Q2 2017 was QV Investors, an estimated $156M added.
- The largest Canadian Pacific Kansas City seller in Q2 2017 was 1832 Asset Management, an estimated $460M sold.
Based on aggregated 13F filings for Q2 2017.