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Canadian Pacific Kansas City

461 hedge funds and large institutions have $24.2B invested in Canadian Pacific Kansas City in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 179 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $147M | Put options by funds: $55.6M

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

15% more capital invested

Capital invested by funds: $21B → $24.2B (+$3.2B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7.12% more ownership

Funds ownership: 339.15%346.26% (+7.1%)

0% less funds holding

Funds holding: 462461 (-1)

28% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 179

Holders
461
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
9.08%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
59
Increased
129
Reduced
179
Closed
50
Calls
$147M
Puts
$55.6M
Net Calls
+$91.4M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
426
TS Financial Group (TSFG)
Illinois
$15K -$234 -5 -2%
CI
427
CX Institutional
Indiana
$15K
CA
428
CXI Advisors
Indiana
$15K +$13.4K +285 New
OPS
429
Orion Portfolio Solutions
Nebraska
$15K +$13.4K +285 New
ED
430
Exane Derivatives
France
$13.9K
CCM
431
Covington Capital Management
California
$13K
TFS
432
TrustCore Financial Services
Tennessee
$12K
TL
433
TrueWealth LLC
Georgia
$11K
CT
434
Caldwell Trust
Florida
$10.5K +$9.61K +205 New
HF
435
Halpern Financial
Virginia
$10.5K +$9.61K +205 New
EW
436
Evoke Wealth
California
$10.2K -$469 -10 -5%
SFS
437
Sowell Financial Services
Arkansas
$10K +$3.98K +85 +81%
JSC
438
Jackson Square Capital
California
$10K +$9.14K +195 New
BCA
439
Berman Capital Advisors
Georgia
$9K
LWM
440
Liberty Wealth Management
California
$9K
SL
441
Salomon & Ludwin
Virginia
$8K
EARNEST Partners
442
EARNEST Partners
Georgia
$8K +$1.88K +40 +36%
FWM
443
Focused Wealth Management
New York
$7K +$6.09K +130 New
GEA
444
Glen Eagle Advisors
New Jersey
$6.63K -$25.8K -550 -81%
HNB
445
Huntington National Bank
Ohio
$5K -$10.5K -225 -69%
BL
446
Balentine LLC
Georgia
$5K
WQ
447
Wealth Quarterback
New Jersey
$4.9K +$129K +2,760 New
ME
448
McIlrath & Eck
Washington
$4K
WCM
449
Wealthcare Capital Management
Virginia
$4K +$3.28K +70 New
BWM
450
BerganKDV Wealth Management
Minnesota
$4K +$3.75K +80 New

CP Hedge Fund Activity: Q4 2019 in Review

461 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2019, worth a combined $24.2B — up 15% from $21B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CP positions and 50 closed out — a net gain of 9 holders — while 129 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity International, adding an estimated $206M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $235M sold.

  • 461 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2019, down from 462 in Q3 2019.
  • Funds reported $24.2B of Canadian Pacific Kansas City stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Canadian Pacific Kansas City positions in Q4 2019 and 50 closed out, a net change of +9 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2019 was Fidelity International, an estimated $206M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2019 was Arrowstreet Capital, an estimated $235M sold.

Based on aggregated 13F filings for Q4 2019.