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Canadian Pacific Kansas City

561 hedge funds and large institutions have $36.8B invested in Canadian Pacific Kansas City in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 197 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 39

29% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 153

13.52% more ownership

Funds ownership: 347.29%360.82% (+14%)

13% more capital invested

Capital invested by funds: $32.6B → $36.8B (+$4.22B)

8% more funds holding

Funds holding: 520561 (+41)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

54% less call options, than puts

Call options by funds: $114M | Put options by funds: $251M

Holders
561
Holders Change
+41
Holders Change %
+7.88%
% of All Funds
9.85%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
84
Increased
197
Reduced
153
Closed
39
Calls
$114M
Puts
$251M
Net Calls
-$136M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
251
Capital Insight Partners
Arizona
$1.64M -$5.76K -80 -0.4%
CWM
252
Calamos Wealth Management
Illinois
$1.63M +$166K +2,300 +12%
BAMF
253
BI Asset Management Fondsmaeglerselskab
Denmark
$1.61M -$568K -7,885 -27%
IAN
254
Integrated Advisors Network
Texas
$1.59M +$187K +2,605 +14%
Cetera Investment Advisers
255
Cetera Investment Advisers
Illinois
$1.57M +$74.5K +1,035 +5%
PSP
256
Principal Street Partners
Tennessee
$1.56M +$935K +12,990 +171%
PA
257
Pinnacle Associates
New York
$1.55M
PCS
258
Personal CFO Solutions
New Jersey
$1.53M +$1.45M +20,125 New
FC
259
Ferris Capital
Massachusetts
$1.52M
GJIC
260
Gamble Jones Investment Counsel
California
$1.49M
HTC
261
Haverford Trust Company
Pennsylvania
$1.46M +$36K +500 +3%
MBI
262
Montrusco Bolton Investments
Quebec, Canada
$1.46M +$158K +2,195 +13%
GCAC
263
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.41M +$227K +3,155 +20%
PG
264
Pendal Group
Australia
$1.4M +$513K +7,130 +63%
Baird Financial Group
265
Baird Financial Group
Wisconsin
$1.38M -$96.1K -1,335 -7%
SWP
266
Stratos Wealth Partners
Ohio
$1.38M -$86K -1,195 -6%
UIM
267
USS Investment Management
United Kingdom
$1.35M
FAM
268
Fulcrum Asset Management
United Kingdom
$1.31M
MCM
269
MAI Capital Management
Ohio
$1.28M +$36.7K +510 +3%
LNWWM
270
Laird Norton Wetherby Wealth Management
California
$1.26M -$25.6K -355 -2%
AWM
271
AE Wealth Management
Kansas
$1.22M +$61.9K +860 +6%
ASN
272
Advisory Services Network
Georgia
$1.21M +$753K +10,460 +188%
MFGM
273
Marshall Financial Group (Maryland)
Maryland
$1.2M +$45K +625 +4%
PGIM
274
Pacific Global Investment Management
California
$1.17M -$9.72K -135 -0.9%
SC
275
Savant Capital
Illinois
$1.16M