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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
HIA
426
Harbor Investment Advisory
Maryland
$63K -$9.99K -175 -15%
BFEC
427
Benjamin F. Edwards & Company
Missouri
$61K – – –
FCM
428
Firestone Capital Management
Florida
$61K – – –
GRP
429
Global Retirement Partners
California
$61K – – –
JCM
430
Jacobi Capital Management
Pennsylvania
$61K – – –
AF
431
Advisornet Financial
Minnesota
$60K – – –
LC
432
Lindbrook Capital
California
$60K +$2K +35 +4%
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$54K – – –
ATC
434
Adirondack Trust Company
New York
$53K -$7.13K -125 -13%
EFSCE
435
Enterprise Financial Services Corp (EFSC)
Missouri
$52K – – –
GWM
436
Geneos Wealth Management
Colorado
$51K – – –
CWC
437
Carolinas Wealth Consulting
North Carolina
$49K – – –
PB
438
Pinnacle Bancorp
Nebraska
$49K – – –
ARMC
439
American Research & Management Company
Massachusetts
$46K – – –
OC
440
Oakworth Capital
Alabama
$46K – – –
PMFA
441
Plante Moran Financial Advisors
Michigan
$46K +$42.8K +750 New
First Manhattan
442
First Manhattan
New York
$45K – – –
MHR
443
Matthew Hamilton Rosenberg
$42K – – –
BBHC
444
Brown Brothers Harriman & Co
New York
$38K – – –
CFA
445
Carroll Financial Associates
North Carolina
$38K – – –
BNP Paribas Financial Markets
446
BNP Paribas Financial Markets
France
$35.9K -$70.2K -1,230 -68%
M
447
Mirova
France
$33K +$31.4K +550 New
TCM
448
Tradewinds Capital Management
Washington
$32K – – –
PFS
449
Prospera Financial Services
Texas
$32K +$30K +525 New
HGWM
450
Harvest Group Wealth Management
Massachusetts
$31K – – –
16 17
18
19 20

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.