We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

480 hedge funds and large institutions have $17.3B invested in Canadian Pacific Kansas City in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 155 increasing their positions, 163 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $164M | Put options by funds: $69M

55% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 62

7% more funds holding

Funds holding: 447480 (+33)

5% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 163

4.13% less ownership

Funds ownership: 345.63%341.5% (-4.1%)

17% less capital invested

Capital invested by funds: $21B → $17.3B (-$3.64B)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
480
Holders Change
+33
Holders Change %
+7.38%
% of All Funds
10.7%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.33%
New
96
Increased
155
Reduced
163
Closed
62
Calls
$164M
Puts
$69M
Net Calls
+$95.1M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Skandinaviska Enskilda Banken (SEB)
176
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.76M +$77K +1,925 +3%
EWA
177
Exencial Wealth Advisors
Oklahoma
$2.69M +$180K +4,500 +6%
WJA
178
Williams Jones & Associates
New York
$2.68M +$54K +1,350 +2%
Neuberger Berman Group
179
Neuberger Berman Group
New York
$2.67M +$5K +125 +0.2%
MCM
180
Moore Capital Management
New York
$2.66M +$3M +75,000 New
CGH
181
Crossmark Global Holdings
Texas
$2.65M -$48.6K -1,215 -2%
AllianceBernstein
182
AllianceBernstein
Tennessee
$2.62M -$159K -3,975 -5%
RE
183
RBC Europe
United Kingdom
$2.59M
MYIA
184
Mount Yale Investment Advisors
Colorado
$2.57M -$196K -4,890 -7%
CBOA
185
Commonwealth Bank of Australia
Australia
$2.53M -$111M -2,772,270 -97%
KCMRT
186
Kemper Corp Master Retirement Trust
Illinois
$2.49M
EHC
187
Everett Harris & Co
California
$2.4M -$34K -850 -1%
Comerica Bank
188
Comerica Bank
Texas
$2.38M +$44.2K +1,105 +2%
NAM
189
NorthCoast Asset Management
Connecticut
$2.35M +$2.64M +66,055 New
QT
190
Quantbot Technologies
New York
$2.34M +$2.63M +65,810 New
AG
191
Advisor Group
Arizona
$2.33M +$170K +4,240 +7%
CSS
192
Cubist Systematic Strategies
Connecticut
$2.29M +$2.58M +64,475 +71,639%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$2.28M +$196K +4,905 +8%
PCM
194
Princeton Capital Management
New Jersey
$2.17M -$701K -17,525 -22%
SAM
195
Shell Asset Management
Netherlands
$2.14M -$400K -10,000 -14%
OAM
196
Oxford Asset Management
United Kingdom
$2.09M +$242K +6,040 +11%
Baird Financial Group
197
Baird Financial Group
Wisconsin
$2.06M -$600 -15 -0%
William Blair & Company
198
William Blair & Company
Illinois
$2M -$5.6K -140 -0.2%
MML Investors Services
199
MML Investors Services
Massachusetts
$1.96M -$97.4K -2,435 -4%
MME
200
Meag Munich Ergo
Germany
$1.95M -$2M -50,010 -47%

CP Hedge Fund Activity: Q4 2018 in Review

480 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q4 2018, worth a combined $17.3B — down 17% from $21B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CP positions and 62 closed out — a net gain of 34 holders — while 155 added to existing stakes and 163 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $584M. The largest seller was Artisan Partners, cutting an estimated $430M.

  • 480 institutional investors held Canadian Pacific Kansas City (CP) as of Q4 2018, up from 447 in Q3 2018.
  • Funds reported $17.3B of Canadian Pacific Kansas City stock for Q4 2018, down 17% quarter-over-quarter.
  • 96 funds opened new Canadian Pacific Kansas City positions in Q4 2018 and 62 closed out, a net change of +34 holders.
  • The largest Canadian Pacific Kansas City buyer in Q4 2018 was TCI Fund Management, an estimated $584M added.
  • The largest Canadian Pacific Kansas City seller in Q4 2018 was Artisan Partners, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2018.