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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
PSCM
1
Pershing Square Capital Management
New York
$2.6B -$859M -29,826,520 -26%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.95B +$224M +7,759,935 +14%
Jennison Associates
3
Jennison Associates
New York
$917M +$135M +4,674,920 +18%
JHIU
4
Janus Henderson Investors US
Colorado
$754M -$97.3M -3,378,135 -12%
WRF
5
Waddell & Reed Financial
Kansas
$683M +$111M +3,844,545 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$673M -$14.6M -507,550 -2%
WI
7
WHV Investments
California
$616M -$84.7M -2,940,800 -13%
Viking Global Investors
8
Viking Global Investors
Connecticut
$613M +$583M +20,252,340 New
SC
9
Sculptor Capital
New York
$523M +$132M +4,581,530 +36%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$488M +$852K +29,560 +0.2%
American Century Companies
11
American Century Companies
Missouri
$453M -$2.49M -86,350 -0.6%
TD Asset Management
12
TD Asset Management
Ontario, Canada
$449M -$2.43M -84,450 -0.6%
Capital World Investors
13
Capital World Investors
California
$432M
MCM
14
Marsico Capital Management
Colorado
$382M -$23.6M -817,515 -6%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$369M +$1.55M +53,785 +0.4%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$369M +$12.3M +428,255 +4%
BGC
17
Beutel, Goodman & Co
Ontario, Canada
$346M -$31.8M -1,102,790 -10%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$318M -$25.4M -879,875 -8%
Norges Bank
19
Norges Bank
Norway
$289M +$14.4M +500,000 +6%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$263M -$78.9M -2,737,340 -24%
MG
21
Meritage Group
California
$247M -$47.8M -1,658,990 -17%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$242M +$61.4M +2,130,835 +36%
Franklin Resources
23
Franklin Resources
California
$228M +$1.22M +42,185 +0.6%
PIM
24
Perkins Investment Management
Illinois
$212M +$35.2M +1,223,105 +21%
Morgan Stanley
25
Morgan Stanley
New York
$202M +$13.4M +463,595 +7%