CI INVESTMENTS INC.

Q1 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
1,303
Total value ($000)
$23,734,424
Net value change ($000)
-2,813,745 (-10.6%)
New positions
32
Sold out positions
30
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FXI 275,806 58433.5%
RSP 124,498 NEW
IJR 58,795 NEW
WMT 56,258 59.7%
AJG 51,066 58.7%
MELI 41,919 77.4%
AEM 38,207 69.1%
YPF 32,643 NEW
TJX 32,139 224.0%
T 27,263 21.8%
Top Reduces (Value $000, Stocks/ETFs)
IVV -779,091 -16.0%
NVDA -217,712 -21.0%
SPY -208,602 -66.9%
AAPL -185,600 -26.5%
AMZN -181,274 -17.0%
MSFT -181,064 -14.5%
AVGO -154,670 -33.8%
GOOGL -137,773 -23.0%
KKR -112,772 -39.3%
CEG -78,109 -57.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 65,067 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type