Canadian Pacific Kansas City
461 hedge funds and large institutions have $24.2B invested in Canadian Pacific Kansas City in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 179 reducing their positions, and 50 closing their positions.
164% more call options, than puts
Call options by funds: $147M | Put options by funds: $55.6M
18% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 50
15% more capital invested
Capital invested by funds: $21B → $24.2B (+$3.2B)
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
7.12% more ownership
Funds ownership: 339.15% → 346.26% (+7.1%)
0% less funds holding
Funds holding: 462 → 461 (-1)
28% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$206M |
| 2 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$160M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$150M |
| 4 |
SCM
Suvretta Capital Management
New York
|
+$122M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$235M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$186M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$117M |
| 4 |
Two Sigma Investments
New York
|
-$57.9M |
| 5 |
Morgan Stanley
New York
|
-$48.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
501
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$71K | -1,595 | Closed |
|
502
Nomura Asset Management
Tokyo,
Japan
| – | -$57K | -1,275 | Closed |
|
|
KWA
503
KCS Wealth Advisory
Los Angeles,
California
| – | -$36K | -810 | Closed |
|
|
BGIM
504
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$14K | -315 | Closed |
|
|
EI
505
Ellevest Inc
New York
| – | -$8K | -175 | Closed |
|
|
AIC
506
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$8K | -165 | Closed |
|
|
CIA
507
Cascade Investment Advisors
Oregon City,
Oregon
| – | -$6.67K | -150 | Closed |
|
|
IWA
508
Intercontinental Wealth Advisors
San Antonio,
Texas
| – | -$6K | -140 | Closed |
|
|
PW
509
Price Wealth
Austin,
Texas
| – | -$4K | -80 | Closed |
|
|
HCA
510
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$1K | -30 | Closed |
|
|
PWMG
511
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -15 | Closed |
|
|
HWM
512
Howard Wealth Management
Madison,
Connecticut
| – | +$234 | +5 | New |
|
CP Hedge Fund Activity: Q4 2019 in Review
461 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2019, worth a combined $24.2B — up 15% from $21B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new CP positions and 50 closed out — a net gain of 9 holders — while 129 added to existing stakes and 179 trimmed.
The largest buyer was Fidelity International, adding an estimated $206M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $235M sold.
- 461 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2019, down from 462 in Q3 2019.
- Funds reported $24.2B of Canadian Pacific Kansas City stock for Q4 2019, up 15% quarter-over-quarter.
- 59 funds opened new Canadian Pacific Kansas City positions in Q4 2019 and 50 closed out, a net change of +9 holders.
- The largest Canadian Pacific Kansas City buyer in Q4 2019 was Fidelity International, an estimated $206M added.
- The largest Canadian Pacific Kansas City seller in Q4 2019 was Arrowstreet Capital, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2019.