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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
AIM
451
Anchor Investment Management
South Carolina
$30.4K – – –
AWM
452
AllSquare Wealth Management
New York
$30K – – –
CHA
453
Carmichael Hill & Associates
Maryland
$30K – – –
CHC
454
City Holding Co
West Virginia
$24K – – –
KPCM
455
Kings Point Capital Management
New York
$24K – – –
SBL
456
Sargent Bickham Lagudis
Colorado
$24K – – –
APWM
457
Atlas Private Wealth Management
New York
$23K – – –
GEA
458
Glen Eagle Advisors
New Jersey
$22.8K +$14.3K +250 +200%
CI
459
CX Institutional
Indiana
$22K – – –
OAJ
460
Ogorek Anthony Joseph
New York
$22K – – –
PCTC
461
Perkins Coie Trust Company
Washington
$18K – – –
ED
462
Exane Derivatives
France
$16K – – –
CCM
463
Covington Capital Management
California
$15K – – –
FBT
464
First Bank & Trust
South Dakota
$15K – – –
TFS
465
TrustCore Financial Services
Tennessee
$15K – – –
HNB
466
Huntington National Bank
Ohio
$14K +$7.7K +135 +135%
CFGS
467
Concourse Financial Group Securities
Alabama
$13K -$2K -35 -15%
CT
468
Caldwell Trust
Florida
$12.5K – – –
EW
469
Evoke Wealth
California
$12K – – –
RFA
470
Reilly Financial Advisors
California
$12K – – –
HF
471
Halpern Financial
Virginia
$11.3K – – –
BCA
472
Berman Capital Advisors
Georgia
$11K -$2.28K -40 -18%
JSC
473
Jackson Square Capital
California
$11K – – –
GWS
474
Glassman Wealth Services
Virginia
$11K +$3.71K +65 +59%
PP
475
Pacifica Partners
Canada
$9K -$49.7K -870 -85%
17 18
19
20 21

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.