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Canadian Pacific Kansas City
CP

Overview Fund Activity

474 hedge funds and large institutions have $20B invested in Canadian Pacific Kansas City in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-6
Holders Change %
-1.25%
% of All Funds
10.28%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
48
Increased
153
Reduced
175
Closed
48
Calls
$61.6M
Puts
$88.2M
Net Calls
-$26.6M
Net Calls Change
-$122M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$409M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$206M
3
Fidelity International
Fidelity International
Bermuda
+$100M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$88.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$54.3M

Top Sellers

1
CCM
Causeway Capital Management
California
-$166M
2
Citadel Advisors
Citadel Advisors
Florida
-$146M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$84.4M
4
DCP
DSM Capital Partners
Florida
-$74.1M
5
Invesco
Invesco
Georgia
-$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
426
Reilly Financial Advisors
California
$29K – – –
LC
427
Lindbrook Capital
California
$28K – – –
GEA
428
Glen Eagle Advisors
New Jersey
$27.8K +$27.8K +675 New
TCM
429
Tradewinds Capital Management
Washington
$27K – – –
SF
430
Synovus Financial
Georgia
$25K – – –
CFA
431
Carroll Financial Associates
North Carolina
$25K – – –
AWM
432
AllSquare Wealth Management
New York
$21K – – –
FHA
433
First Horizon Advisors
Tennessee
$20K -$16.2K -400 -45%
CFGS
434
Concourse Financial Group Securities
Alabama
$20K -$2.42K -60 -11%
SBL
435
Sargent Bickham Lagudis
Colorado
$17K – – –
CHC
436
City Holding Co
West Virginia
$16K – – –
KPW
437
Kore Private Wealth
New York
$15K +$12.1K +295 +421%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$15K +$15K +375 New
LFA
439
Legacy Financial Advisors
Kentucky
$14K +$1.25K +30 +10%
AIA
440
Alera Investment Advisors
Illinois
$14K +$4.39K +105 +46%
BGIM
441
Brandywine Global Investment Management
Pennsylvania
$13K – – –
TFGT
442
TS Financial Group (TSFG)
Illinois
$13K +$13K +320 New
TFS
443
TrustCore Financial Services
Tennessee
$10K – – –
CCM
444
Covington Capital Management
California
$10K – – –
BlackRock
445
BlackRock
New York
$10K +$10K +240 New
IWP
446
Icon Wealth Partners
Texas
$10K +$10K +245 New
TL
447
TrueWealth LLC
Georgia
$9K – – –
FPFS
448
First Personal Financial Services
North Carolina
$8K – – –
LWM
449
Liberty Wealth Management
California
$8K +$2.93K +75 +58%
SL
450
Salomon & Ludwin
Virginia
$7K – – –
16 17
18
19 20