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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
EARNEST Partners
451
EARNEST Partners
Georgia
$7K +$6.42K +160 New
AIC
452
Ameritas Investment Company
Nebraska
$6K -$69.4K -1,730 -93%
IWA
453
Intercontinental Wealth Advisors
Texas
$6K
AIM
454
Advantage Investment Management
Iowa
$6K +$1.6K +40 +42%
JWA
455
JFS Wealth Advisors
Pennsylvania
$6K +$5.41K +135 New
AIS
456
Accurate Investment Solutions
Pennsylvania
$6K +$6.21K +155 New
KL
457
KWMG LLC
Kansas
$5K
FCA
458
FinTrust Capital Advisors
South Carolina
$5K +$601 +15 +14%
BCA
459
Berman Capital Advisors
Georgia
$5K +$3.61K +90 +257%
PMFA
460
Plante Moran Financial Advisors
Michigan
$5K +$5.01K +125 New
HNB
461
Huntington National Bank
Ohio
$4K -$3.21K -80 -44%
CIA
462
ClearBridge Investments (Australia)
Australia
$4K
FRA
463
Front Row Advisors
California
$4K
ME
464
McIlrath & Eck
Washington
$4K
TAIM
465
TD Ameritrade Investment Management
Nebraska
$3K -$5.81K -145 -64%
PCG
466
Private Capital Group
Connecticut
$3K -$601 -15 -19%
SCM
467
Shelton Capital Management
Colorado
$2.73K -$457K -11,390 -80%
GAM
468
Gemmer Asset Management
California
$2K
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$2K
CFA
470
Camarda Financial Advisors
Florida
$1K +$802 +20 New
FGAM
471
Financial Gravity Asset Management
Texas
$1K +$1.2K +30 New
HCA
472
Horan Capital Advisors
Ohio
$1K +$1.2K +30 New
GT
473
Glenmede Trust
Pennsylvania
$646 -$201K -5,025 -24%
Viking Global Investors
474
Viking Global Investors
Connecticut
-$84.4M -2,377,135 Closed
IM
475
Islet Management
New York
-$13.3M -375,000 Closed

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.