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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 America
51
Bank of America
North Carolina
$70.9M +$11M +381,915 +19%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$69.4M -$21.2M -734,405 -24%
Fiera Capital (Canada)
53
Fiera Capital (Canada)
Quebec, Canada
$64.2M -$3.14M -109,010 -5%
IGIM
54
I.G. Investment Management
Manitoba, Canada
$63.7M +$11.1M +386,675 +22%
PC
55
PointState Capital
New York
$62M +$50.9M +1,766,000 +616%
BA
56
BlackRock Advisors
Delaware
$60.5M +$18.7M +647,795 +48%
RFC
57
Russell Frank Company
Washington
$59.5M -$5.81M -201,490 -9%
Millennium Management
58
Millennium Management
New York
$58.1M +$49.5M +1,718,255 +858%
SI
59
Scharf Investments
California
$57.7M -$4.11M -142,590 -7%
PIC
60
PCJ Investment Counsel
Ontario, Canada
$57.2M +$51.3M +1,781,000 New
First Trust Advisors
61
First Trust Advisors
Illinois
$56.9M -$433K -15,045 -0.8%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$52.5M +$898K +31,155 +2%
Canada Life
63
Canada Life
Manitoba, Canada
$51.8M +$24.5M +851,375 +99%
MWNA
64
Marshall Wace North America
New York
$50.8M +$14.7M +511,235 +44%
USAA
65
United Services Automobile Association
Texas
$49.4M +$3.5M +121,365 +8%
CS
66
Credit Suisse
Switzerland
$43.9M +$41.8M +1,449,700 New
Victory Capital Management
67
Victory Capital Management
Texas
$42.7M -$17M -591,170 -30%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$41.8M +$37.4M +1,297,800 +1,538%
LBA
69
Letko, Brosseau & Associates
Quebec, Canada
$41.5M -$22.5M -782,475 -36%
Brown Advisory
70
Brown Advisory
Maryland
$41.3M -$6.47M -224,460 -14%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$40M +$14M +487,000 +58%
BIM
72
BlackRock Investment Management
Delaware
$37.7M +$33.7M +1,169,500 +1,532%
SC
73
Scotia Capital
Ontario, Canada
$37.6M +$2.52M +87,510 +8%
Invesco
74
Invesco
Georgia
$37.3M +$4M +138,795 +13%
MCM
75
McKinley Capital Management
Alaska
$37.2M -$5.15M -178,900 -13%