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Canadian Pacific Kansas City
CP

461 hedge funds and large institutions have $21B invested in Canadian Pacific Kansas City in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 183 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 18 → 21 (+3)

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

4.63% more ownership

Funds ownership: 346.26% → 350.89% (+4.6%)

0% more funds holding

Funds holding: 461 → 461 (0)

9% less call options, than puts

Call options by funds: $72.7M | Put options by funds: $79.8M

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.16B)

27% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 183

Holders
461
Holders Change
–
Holders Change %
0%
% of All Funds
10.16%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.46%
New
52
Increased
134
Reduced
183
Closed
47
Calls
$72.7M
Puts
$79.8M
Net Calls
-$7.04M
Net Calls Change
-$98.4M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$206M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$156M
3
Goldman Sachs
Goldman Sachs
New York
+$154M
4
ECU
Egerton Capital (UK)
United Kingdom
+$117M
5
LPC
Lone Pine Capital
Connecticut
+$101M

Top Sellers

Rank Fund Capital Flow
1
SCM
Suvretta Capital Management
New York
-$133M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$128M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$124M
4
QI
QV Investors
Alberta, Canada
-$101M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$68.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
451
Gemmer Asset Management
California
$4K +$984 +20 +33%
SFG
452
Sowa Financial Group
Rhode Island
$3K – – –
TFGT
453
TS Financial Group (TSFG)
Illinois
$2K -$12.8K -260 -87%
PCG
454
Private Capital Group
Connecticut
$2K -$984 -20 -31%
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
ABC
456
Associated Banc-Corp
Wisconsin
$2K +$1.97K +40 New
SSB
457
Sandy Spring Bank
Maryland
$2K +$2.71K +55 New
SCA
458
Stonebridge Capital Advisors
Minnesota
$1K – – –
GWS
459
Glassman Wealth Services
Virginia
$1K +$246 +5 +33%
GI
460
Gradient Investments
Minnesota
$1K +$984 +20 New
SCM
461
Suvretta Capital Management
New York
– -$133M -2,610,550 Closed
QI
462
QV Investors
Alberta, Canada
– -$101M -1,980,630 Closed
Balyasny Asset Management
463
Balyasny Asset Management
Illinois
– -$59.8M -1,173,310 Closed
AI
464
Atom Investors
Texas
– -$17.3M -340,245 Closed
JGC
465
J. Goldman & Co
New York
– -$9.41M -184,590 Closed
SSA
466
Schonfeld Strategic Advisors
New York
– -$8.57M -168,000 Closed
IAM
467
Impala Asset Management
Florida
– -$8.48M -166,250 Closed
Point72 Asset Management
468
Point72 Asset Management
Connecticut
– -$7.78M -152,500 Closed
N
469
Nuveen
North Carolina
– -$6.61M -129,675 Closed
EP
470
Edgestream Partners
New Jersey
– -$2.78M -54,460 Closed
SEI Investments
471
SEI Investments
Pennsylvania
– -$974K -19,100 Closed
CP
472
Covenant Partners
Tennessee
– -$964K -18,900 Closed
Squarepoint
473
Squarepoint
New York
– -$639K -12,540 Closed
QSS
474
Quantitative Systematic Strategies
Florida
– -$557K -10,925 Closed
CGM
475
Centenus Global Management
New York
– -$536K -10,515 Closed
17 18
19
20 21

CP Hedge Fund Activity: Q1 2020 in Review

461 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2020, worth a combined $21B — down 13% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CP positions and 47 closed out — a net gain of 5 holders — while 134 added to existing stakes and 183 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $206M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $133M sold.

  • 461 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $21B of Canadian Pacific Kansas City stock for Q1 2020, down 13% quarter-over-quarter.
  • 52 funds opened new Canadian Pacific Kansas City positions in Q1 2020 and 47 closed out, a net change of +5 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2020 was Massachusetts Financial Services, an estimated $206M added.
  • The largest Canadian Pacific Kansas City seller in Q1 2020 was Suvretta Capital Management, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2020.