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Canadian Pacific Kansas City

406 hedge funds and large institutions have $19.6B invested in Canadian Pacific Kansas City in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 174 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 429406 (-23)

11.78% less ownership

Funds ownership: 385.42%373.64% (-12%)

15% less capital invested

Capital invested by funds: $23.2B → $19.6B (-$3.57B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

27% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 174

29% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $131M

32% less funds holding in top 10

Funds holding in top 10: 2215 (-7)

Holders
406
Holders Change
-23
Holders Change %
-5.36%
% of All Funds
10.94%
Holding in Top 10
15
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-31.82%
% of All Funds
0.4%
New
48
Increased
127
Reduced
174
Closed
65
Calls
$93.6M
Puts
$131M
Net Calls
-$37.7M
Net Calls Change
-$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$76.1M -$1.2M -33,500 -1%
Two Sigma Investments
52
Two Sigma Investments
New York
$75.5M +$67.7M +1,897,595 +413%
Invesco
53
Invesco
Georgia
$72.8M -$18.2M -510,985 -18%
JWBC
54
John W. Bristol & Co
New York
$72.4M -$6.62M -185,555 -8%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$71.6M -$8.47M -237,195 -10%
CCM
56
Conatus Capital Management
Connecticut
$69M +$1.94M +54,220 +3%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$68.4M -$6.88M -192,660 -8%
Point72 Asset Management
58
Point72 Asset Management
Connecticut
$68.1M +$20.7M +579,000 +37%
UIM
59
USS Investment Management
United Kingdom
$66M
VM
60
Valinor Management
New York
$62.8M +$21.9M +612,810 +45%
EIP
61
Epoch Investment Partners
New York
$62.1M -$2.13M -59,565 -3%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$58.9M -$672K -18,835 -1%
PIC
63
PCJ Investment Counsel
Ontario, Canada
$56.8M -$19M -533,535 -23%
Renaissance Technologies
64
Renaissance Technologies
New York
$54.6M +$22.4M +627,500 +58%
PCM
65
PAR Capital Management
Massachusetts
$52.9M +$7.14M +200,000 +14%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$51.6M -$133M -3,721,015 -70%
USAA
67
United Services Automobile Association
Texas
$51.1M -$1.98M -55,425 -3%
CCM
68
Cadian Capital Management
New York
$50.6M +$3.66M +102,500 +7%
PIM
69
Perkins Investment Management
Illinois
$50.4M -$35.7M -998,675 -39%
Victory Capital Management
70
Victory Capital Management
Texas
$49.6M +$4.76M +133,450 +9%
Northern Trust
71
Northern Trust
Illinois
$47.7M -$19.8M -553,650 -27%
Capital Fund Management (CFM)
72
Capital Fund Management (CFM)
France
$46.9M +$11.7M +328,285 +29%
GL
73
GLG LLC
New York
$44.8M +$26.1M +732,330 +110%
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$44.8M -$53.8M -1,506,660 -52%
Brown Advisory
75
Brown Advisory
Maryland
$43.3M +$968K +27,125 +2%

CP Hedge Fund Activity: Q2 2015 in Review

406 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q2 2015, worth a combined $19.6B — down 15% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of CP and 48 opened new positions — a net loss of 17 holders — while 174 trimmed existing stakes and 127 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $621M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $575M sold.

  • 406 institutional investors held Canadian Pacific Kansas City (CP) as of Q2 2015, down from 429 in Q1 2015.
  • Funds reported $19.6B of Canadian Pacific Kansas City stock for Q2 2015, down 15% quarter-over-quarter.
  • 48 funds opened new Canadian Pacific Kansas City positions in Q2 2015 and 65 closed out, a net change of -17 holders.
  • The largest Canadian Pacific Kansas City buyer in Q2 2015 was T. Rowe Price Associates, an estimated $621M added.
  • The largest Canadian Pacific Kansas City seller in Q2 2015 was Lone Pine Capital, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2015.