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Canadian Pacific Kansas City

461 hedge funds and large institutions have $21B invested in Canadian Pacific Kansas City in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 183 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

4.63% more ownership

Funds ownership: 346.26%350.89% (+4.6%)

0% more funds holding

Funds holding: 461461 (0)

9% less call options, than puts

Call options by funds: $72.7M | Put options by funds: $79.8M

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.16B)

27% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 183

Holders
461
Holders Change
Holders Change %
0%
% of All Funds
10.16%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.46%
New
52
Increased
134
Reduced
183
Closed
47
Calls
$72.7M
Puts
$79.8M
Net Calls
-$7.04M
Net Calls Change
-$98.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCI Fund Management
1
TCI Fund Management
United Kingdom
$2.48B +$61.8M +1,255,205 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.84B -$20.3M -412,990 -1%
WCM Investment Management
3
WCM Investment Management
California
$1.26B +$69.9M +1,421,095 +5%
Fidelity International
4
Fidelity International
Bermuda
$1.14B -$14M -285,000 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$917M +$58.5M +1,189,205 +6%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$803M +$156M +3,161,850 +21%
VAM
7
Veritas Asset Management
United Kingdom
$723M +$39.5M +802,500 +5%
ECU
8
Egerton Capital (UK)
United Kingdom
$702M +$117M +2,383,685 +18%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$698M -$42M -853,170 -5%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$660M +$206M +4,179,325 +39%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$578M -$28.9M -586,790 -4%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$559M -$30.1M -610,865 -5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$558M +$73.8M +1,499,190 +13%
LPC
14
Lone Pine Capital
Connecticut
$500M +$101M +2,044,865 +22%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$473M +$17.1M +348,360 +3%
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$316M +$31.3M +635,080 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$311M -$2.6M -52,825 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$304M -$26.3M -534,255 -7%
Canada Life
19
Canada Life
Manitoba, Canada
$304M +$26.6M +541,075 +9%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$289M +$9.25M +187,875 +3%
Franklin Resources
21
Franklin Resources
California
$274M -$67.9M -1,379,160 -18%
Norges Bank
22
Norges Bank
Norway
$263M -$10.6M -215,005 -3%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$254M -$3.43M -69,610 -1%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$222M -$124M -2,517,230 -33%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$194M -$11.4M -232,565 -5%

CP Hedge Fund Activity: Q1 2020 in Review

461 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Canadian Pacific Kansas City (CP) for Q1 2020, worth a combined $21B — down 13% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CP positions and 47 closed out — a net gain of 5 holders — while 134 added to existing stakes and 183 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $206M. The largest seller was Suvretta Capital Management, exiting entirely with an estimated $133M sold.

  • 461 institutional investors held Canadian Pacific Kansas City (CP) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $21B of Canadian Pacific Kansas City stock for Q1 2020, down 13% quarter-over-quarter.
  • 52 funds opened new Canadian Pacific Kansas City positions in Q1 2020 and 47 closed out, a net change of +5 holders.
  • The largest Canadian Pacific Kansas City buyer in Q1 2020 was Massachusetts Financial Services, an estimated $206M added.
  • The largest Canadian Pacific Kansas City seller in Q1 2020 was Suvretta Capital Management, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2020.