Canadian Pacific Kansas City
354 hedge funds and large institutions have $14.9B invested in Canadian Pacific Kansas City in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 117 increasing their positions, 131 reducing their positions, and 41 closing their positions.
34% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 41
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
2% more funds holding
Funds holding: 346 → 354 (+8)
3% more capital invested
Capital invested by funds: $14.5B → $14.9B (+$384M)
8.89% less ownership
Funds ownership: 368.38% → 359.49% (-8.9%)
11% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 131
56% less call options, than puts
Call options by funds: $63.6M | Put options by funds: $143M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$214M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$117M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
+$112M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$93.1M |
| 5 |
O
OppenheimerFunds
New York
|
+$87.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$345M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$207M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$205M |
| 4 |
SC
Sculptor Capital
New York
|
-$176M |
| 5 |
WI
WHV Investments
San Francisco,
California
|
-$147M |
CP Hedge Fund Activity: Q1 2016 in Review
354 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2016, worth a combined $14.9B — up 2.6% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new CP positions and 41 closed out — a net gain of 14 holders — while 117 added to existing stakes and 131 trimmed.
The largest buyer was Artisan Partners, adding an estimated $214M. The largest seller was Fidelity Investments, cutting an estimated $345M.
- 354 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2016, up from 346 in Q4 2015.
- Funds reported $14.9B of Canadian Pacific Kansas City stock for Q1 2016, up 2.6% quarter-over-quarter.
- 55 funds opened new Canadian Pacific Kansas City positions in Q1 2016 and 41 closed out, a net change of +14 holders.
- The largest Canadian Pacific Kansas City buyer in Q1 2016 was Artisan Partners, an estimated $214M added.
- The largest Canadian Pacific Kansas City seller in Q1 2016 was Fidelity Investments, an estimated $345M sold.
Based on aggregated 13F filings for Q1 2016.