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Canadian Pacific Kansas City

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

16% more capital invested

Capital invested by funds: $17.3B → $20B (+$2.72B)

4.89% more ownership

Funds ownership: 341.5%346.39% (+4.9%)

0% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 48

1% less funds holding

Funds holding: 480474 (-6)

13% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 175

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

30% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $88.2M

Holders
474
Holders Change
-6
Holders Change %
-1.25%
% of All Funds
10.26%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
426
Reilly Financial Advisors
California
$29K
LC
427
Lindbrook Capital
California
$28K
GEA
428
Glen Eagle Advisors
New Jersey
$27.8K +$27.1K +675 New
TCM
429
Tradewinds Capital Management
Washington
$27K
CFA
430
Carroll Financial Associates
North Carolina
$25K
SF
431
Synovus Financial
Georgia
$25K
AWM
432
AllSquare Wealth Management
New York
$21K
FHA
433
First Horizon Advisors
Tennessee
$20K -$16K -400 -45%
CFGS
434
Concourse Financial Group Securities
Alabama
$20K -$2.41K -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 +$11.8K +295 +421%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$15K +$15K +375 New
LFA
439
Legacy Financial Advisors
Kentucky
$14K +$1.2K +30 +10%
AIA
440
Alera Investment Advisors
Illinois
$14K +$4.21K +105 +46%
BGIM
441
Brandywine Global Investment Management
Pennsylvania
$13K
TFGT
442
TS Financial Group (TSFG)
Illinois
$13K +$12.8K +320 New
CCM
443
Covington Capital Management
California
$10K
TFS
444
TrustCore Financial Services
Tennessee
$10K
BlackRock
445
BlackRock
New York
$10K +$9.62K +240 New
IWP
446
Icon Wealth Partners
Texas
$10K +$9.82K +245 New
TL
447
TrueWealth LLC
Georgia
$9K
FPFS
448
First Personal Financial Services
North Carolina
$8K
LWM
449
Liberty Wealth Management
California
$8K +$3.01K +75 +58%
SL
450
Salomon & Ludwin
Virginia
$7K

CP Hedge Fund Activity: Q1 2019 in Review

474 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2019, worth a combined $20B — up 16% from $17.3B a quarter earlier.

Fund positioning in CP was balanced in Q1 2019: 48 funds opened new positions, 48 closed out, 153 added to existing stakes and 175 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $398M. The largest seller was Causeway Capital Management, cutting an estimated $162M.

  • 474 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2019, down from 480 in Q4 2018.
  • Funds reported $20B of Canadian Pacific Kansas City stock for Q1 2019, up 16% quarter-over-quarter.
  • 48 funds opened new Canadian Pacific Kansas City positions in Q1 2019 and 48 closed out, a net change of 0 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2019 was TCI Fund Management, an estimated $398M added.
  • The largest Canadian Pacific Kansas City seller in Q1 2019 was Causeway Capital Management, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2019.