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Canadian Pacific Kansas City

384 hedge funds and large institutions have $15.2B invested in Canadian Pacific Kansas City in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 139 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

1% more capital invested

Capital invested by funds: $15.1B → $15.2B (+$90.4M)

0% more funds holding

Funds holding: 384384 (0)

6.88% less ownership

Funds ownership: 357.94%351.06% (-6.9%)

12% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 139

29% less call options, than puts

Call options by funds: $109M | Put options by funds: $154M

Holders
384
Holders Change
Holders Change %
0%
% of All Funds
9.56%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
56
Increased
123
Reduced
139
Closed
52
Calls
$109M
Puts
$154M
Net Calls
-$45.4M
Net Calls Change
-$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.03B +$20.4M +686,805 +2%
Artisan Partners
2
Artisan Partners
Wisconsin
$866M -$7.97M -268,530 -0.9%
CCM
3
Causeway Capital Management
California
$662M +$669M +22,538,605 New
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$531M +$13M +436,275 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$526M -$19.3M -650,945 -4%
WCM Investment Management
6
WCM Investment Management
California
$516M +$25.2M +848,235 +5%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$514M +$54.1M +1,821,100 +12%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$471M -$544M -18,332,445 -53%
Viking Global Investors
9
Viking Global Investors
Connecticut
$464M +$128M +4,295,215 +37%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$462M -$107M -3,606,865 -19%
Vanguard Group
11
Vanguard Group
Pennsylvania
$453M +$21.8M +734,130 +5%
O
12
OppenheimerFunds
New York
$368M +$96.2M +3,238,345 +35%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$334M -$216M -7,285,555 -39%
Franklin Resources
14
Franklin Resources
California
$320M -$2.15M -72,250 -0.7%
ECU
15
Egerton Capital (UK)
United Kingdom
$307M -$54.2M -1,823,625 -15%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$294M +$4.21M +141,800 +1%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$270M -$16.2M -547,070 -6%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$244M +$2.59M +87,230 +1%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$244M +$4.92M +165,540 +2%
BGC
20
Beutel, Goodman & Co
Ontario, Canada
$235M +$10.1M +340,425 +4%
Norges Bank
21
Norges Bank
Norway
$234M -$10.9M -367,910 -4%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$219M +$37.6M +1,266,405 +20%
Morgan Stanley
23
Morgan Stanley
New York
$219M -$48.6M -1,636,285 -18%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$212M -$64.5M -2,170,415 -23%
TIM
25
Thornburg Investment Management
New Mexico
$190M +$67.7M +2,280,610 +54%