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Canadian Pacific Kansas City

381 hedge funds and large institutions have $20.2B invested in Canadian Pacific Kansas City in 2013 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

122% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 32

24% more capital invested

Capital invested by funds: $16.2B → $20.2B (+$3.97B)

10% more funds holding

Funds holding: 346381 (+35)

4.2% more ownership

Funds ownership: 375.11%379.32% (+4.2%)

9% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $49M

2% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 132

Holders
381
Holders Change
+35
Holders Change %
+10.12%
% of All Funds
11.06%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.64%
New
71
Increased
129
Reduced
132
Closed
32
Calls
$53.3M
Puts
$49M
Net Calls
+$4.29M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$200M -$6.61M -229,320 -3%
Artisan Partners
27
Artisan Partners
Wisconsin
$193M -$133M -4,613,185 -42%
CCI
28
Columbus Circle Investors
$157M +$26.7M +925,255 +22%
William Blair & Company
29
William Blair & Company
Illinois
$154M -$11.9M -413,685 -8%
JP Morgan Chase
30
JP Morgan Chase
New York
$149M +$18.5M +642,640 +15%
ASC
31
Atalanta Sosnoff Capital
New York
$132M +$26.7M +928,060 +27%
Ameriprise
32
Ameriprise
Minnesota
$130M -$9.72M -337,255 -7%
MAA
33
Managed Account Advisors
New Jersey
$125M -$7.69M -266,780 -6%
JWBC
34
John W. Bristol & Co
New York
$117M -$4.65M -161,275 -4%
WCM Investment Management
35
WCM Investment Management
California
$116M +$29.8M +1,032,835 +37%
Wells Fargo
36
Wells Fargo
California
$114M +$7.85M +272,400 +8%
AllianceBernstein
37
AllianceBernstein
Tennessee
$114M +$104M +3,620,580 +2,582%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$113M -$3.05M -106,000 -3%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$113M +$108M +3,732,145 New
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$111M +$7.53M +261,500 +8%
Deutsche Bank
41
Deutsche Bank
Germany
$110M -$24.6M -854,475 -19%
Mawer Investment Management
42
Mawer Investment Management
Alberta, Canada
$110M +$850K +29,515 +0.8%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$95.1M -$4.96M -172,000 -5%
Legal & General Group
44
Legal & General Group
United Kingdom
$92.8M -$631K -21,915 -0.7%
GCM
45
Glenview Capital Management
New York
$90.5M -$21.7M -751,500 -20%
Swiss National Bank
46
Swiss National Bank
Switzerland
$85.3M -$274K -9,500 -0.3%
SP
47
Sarasin & Partners
United Kingdom
$82.2M -$2.41M -83,615 -3%
EVM
48
Eaton Vance Management
Massachusetts
$78.7M +$73.7M +2,559,570 +6,430%
Primecap Management
49
Primecap Management
California
$73.4M -$57.6K -2,000 -0.1%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$73.1M -$309K -10,730 -0.4%