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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
SL
476
Signition LP
New York
– -$484K -9,500 Closed
ALAM
477
Asahi Life Asset Management
Japan
– -$480K -9,400 Closed
TCM
478
Traynor Capital Management
Pennsylvania
– -$364K -7,140 Closed
MWM
479
Mission Wealth Management
California
– -$331K -6,500 Closed
ACM
480
AlphaCrest Capital Management
New York
– -$323K -6,340 Closed
HIS
481
Harvest Investment Services
Illinois
– -$313K -6,150 Closed
MWNA
482
Marshall Wace North America
New York
– -$281K -5,500 Closed
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
– -$261K -5,120 Closed
RFN
484
RDA Financial Network
Iowa
– -$264K -5,000 Closed
SMH
485
Sanders Morris Harris
Texas
– -$258K -5,000 Closed
Boston Partners
486
Boston Partners
Massachusetts
– -$239K -4,680 Closed
GC
487
Guggenheim Capital
Illinois
– -$236K -4,630 Closed
ARTA
488
A.R.T. Advisors
New York
– -$235K -4,605 Closed
CT
489
Columbia Trust
Oregon
– -$229K -4,500 Closed
WAS
490
WESPAC Advisors SoCal
California
– -$229K -4,500 Closed
CA
491
Cullinan Associates
Kentucky
– -$204K -4,000 Closed
KWM
492
Kingsview Wealth Management
Oregon
– -$204K -4,000 Closed
PCM
493
Poehling Capital Management
Wisconsin
– -$204K -4,000 Closed
ACA
494
Atlas Capital Advisors
Wyoming
– -$147K -2,875 Closed
WQ
495
Wealth Quarterback
New Jersey
– -$4.9K -2,760 Closed
MFS
496
Mirabella Financial Services
United Kingdom
– -$120K -2,350 Closed
FIB
497
First Interstate Bank
Montana
– -$76K -1,500 Closed
TWA
498
TCI Wealth Advisors
Arizona
– -$57K -1,110 Closed
TCWM
499
Total Clarity Wealth Management
Illinois
– -$51K -1,000 Closed
RIA
500
Realta Investment Advisors
Delaware
– -$47K -990 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.