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Canadian Pacific Kansas City

491 hedge funds and large institutions have $29.2B invested in Canadian Pacific Kansas City in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

19% more capital invested

Capital invested by funds: $24.5B → $29.2B (+$4.73B)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

2% more funds holding

Funds holding: 480491 (+11)

4.41% less ownership

Funds ownership: 354.46%350.05% (-4.4%)

11% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 175

35% less call options, than puts

Call options by funds: $46.5M | Put options by funds: $71.9M

Holders
491
Holders Change
+11
Holders Change %
+2.29%
% of All Funds
9.91%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.46%
New
55
Increased
156
Reduced
175
Closed
39
Calls
$46.5M
Puts
$71.9M
Net Calls
-$25.5M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCI Fund Management
1
TCI Fund Management
United Kingdom
$3.4B -$20.3M -355,235 -0.6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.39B -$70.7M -1,238,550 -3%
WCM Investment Management
3
WCM Investment Management
California
$1.86B +$39.7M +694,870 +2%
Fidelity International
4
Fidelity International
Bermuda
$1.73B +$149M +2,616,700 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.22B -$14.5M -253,370 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.15B +$221M +3,880,455 +26%
VAM
7
Veritas Asset Management
United Kingdom
$1.03B +$12M +210,785 +1%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.02B +$43.8M +768,350 +5%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02B -$17.9M -313,960 -2%
ECU
10
Egerton Capital (UK)
United Kingdom
$963M +$10.2M +178,560 +1%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$918M -$208M -3,649,325 -19%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$824M -$46M -806,215 -6%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$683M +$34M +595,005 +6%
Mackenzie Financial
14
Mackenzie Financial
Ontario, Canada
$653M -$2.69M -47,120 -0.4%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$509M +$29.8M +522,765 +7%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$440M +$22.1M +387,710 +6%
JP Morgan Chase
17
JP Morgan Chase
New York
$417M +$46.4M +813,110 +13%
Norges Bank
18
Norges Bank
Norway
$411M +$56.6M +992,220 +15%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$381M -$10.9M -190,395 -3%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$374M +$7.82M +137,005 +2%
Franklin Resources
21
Franklin Resources
California
$350M -$2.63M -46,070 -0.8%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$348M -$50.2K -880 -0%
Canada Life
23
Canada Life
Manitoba, Canada
$346M -$32.2M -564,110 -9%
Artisan Partners
24
Artisan Partners
Wisconsin
$301M +$56M +980,655 +25%
BGC
25
Beutel, Goodman & Co
Ontario, Canada
$277M -$138M -2,410,820 -35%