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Canadian Pacific Kansas City

561 hedge funds and large institutions have $36.8B invested in Canadian Pacific Kansas City in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 197 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

29% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 153

13.52% more ownership

Funds ownership: 347.29%360.82% (+14%)

13% more capital invested

Capital invested by funds: $32.6B → $36.8B (+$4.22B)

8% more funds holding

Funds holding: 520561 (+41)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

54% less call options, than puts

Call options by funds: $114M | Put options by funds: $251M

Holders
561
Holders Change
+41
Holders Change %
+7.88%
% of All Funds
9.85%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
84
Increased
197
Reduced
153
Closed
39
Calls
$114M
Puts
$251M
Net Calls
-$136M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
RB
426
Renasant Bank
Mississippi
$265K +$13.3K +185 +6%
TSS
427
Two Sigma Securities
New York
$256K +$243K +3,375 New
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$255K
LOAMS
429
Lombard Odier Asset Management (Switzerland)
Switzerland
$248K +$186K +2,585 New
DCM
430
Donaldson Capital Management
Indiana
$247K
FTDI
431
First Trust Direct Indexing
Massachusetts
$244K +$2.88K +40 +1%
BS
432
Boenning & Scattergood
Pennsylvania
$242K
HI
433
Harbour Investments
Wisconsin
$235K +$222K +3,090 New
PP
434
Paloma Partners
Connecticut
$234K +$360 +5 +0.2%
SCM
435
Southport Capital Management
Tennessee
$231K -$5.76K -80 -3%
KAS
436
Kestra Advisory Services
Texas
$228K -$291K -4,040 -57%
LIM
437
Leavell Investment Management
Alabama
$228K
NGA
438
Naples Global Advisors
Florida
$226K
GTCM
439
Gyon Technologies Capital Management
New Jersey
$226K +$214K +2,980 New
AAM
440
Advisors Asset Management
Colorado
$221K -$184K -2,560 -47%
FT
441
Fiduciary Trust
Massachusetts
$221K
LWCFA
442
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K
BPB
443
Badgley, Phelps & Bell
Washington
$214K +$203K +2,815 New
DHFB
444
Dixon Hubard Feinour & Brown
Virginia
$214K +$203K +2,825 New
JGIA
445
Jackson Grant Investment Advisers
Connecticut
$213K
FMC
446
First Merchants Corp
Indiana
$213K +$202K +2,810 New
HWA
447
Heritage Wealth Advisors
Virginia
$212K -$12.6K -175 -6%
CCA
448
Checchi Capital Advisers
California
$211K +$200K +2,785 New
IIC
449
Ironwood Investment Counsel
Arizona
$211K +$200K +2,785 New
UH
450
Unigestion Holding
Switzerland
$208K +$196K +2,725 New

CP Hedge Fund Activity: Q1 2021 in Review

561 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2021, worth a combined $36.8B — up 13% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CP positions and 39 closed out — a net gain of 45 holders — while 197 added to existing stakes and 153 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $855M. The largest seller was Canada Life, cutting an estimated $379M.

  • 561 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2021, up from 520 in Q4 2020.
  • Funds reported $36.8B of Canadian Pacific Kansas City stock for Q1 2021, up 13% quarter-over-quarter.
  • 84 funds opened new Canadian Pacific Kansas City positions in Q1 2021 and 39 closed out, a net change of +45 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2021 was Fidelity Investments, an estimated $855M added.
  • The largest Canadian Pacific Kansas City seller in Q1 2021 was Canada Life, an estimated $379M sold.

Based on aggregated 13F filings for Q1 2021.