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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
CIC
301
Carnegie Investment Counsel
Ohio
$861K
AO
302
Advisor OS
Illinois
$861K +$149K +2,075 +22%
VWA
303
V Wealth Advisors
Kansas
$860K +$94.6K +1,315 +13%
PAS
304
Park Avenue Securities
New York
$846K +$92.5K +1,285 +13%
Acadian Asset Management
305
Acadian Asset Management
Massachusetts
$840K +$792K +11,000 New
TRCT
306
Tower Research Capital (TRC)
New York
$831K +$615K +8,540 +354%
HTHT
307
Hemenway Trust Hemenway Trust
New Hampshire
$816K -$74.1K -1,030 -9%
KFP
308
KB Financial Partners
New Jersey
$814K +$772K +10,730 New
FPS
309
Fieldpoint Private Securities
Connecticut
$811K -$146K -2,025 -16%
HW
310
Hancock Whitney
Mississippi
$788K -$19.1K -265 -2%
CI
311
Cigna Investments
Connecticut
$783K -$4.68K -65 -0.6%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$763K -$407K -5,650 -36%
AIM
313
Artemis Investment Management
United Kingdom
$758K +$720K +10,000 New
V
314
VeraBank
Texas
$740K +$18K +250 +3%
GAG
315
GM Advisory Group
New York
$737K
KFI
316
Key Financial Inc
Pennsylvania
$711K
AMG
317
Asset Management Group
Connecticut
$702K
PWPS
318
Pinnacle Wealth Planning Services
Ohio
$693K +$58.7K +815 +10%
GIA
319
Guyasuta Investment Advisors
Pennsylvania
$683K
Wellington Management Group
320
Wellington Management Group
Massachusetts
$675K +$280K +3,890 +79%
Millennium Management
321
Millennium Management
New York
$673K +$638K +8,870 New
PAG
322
Private Advisor Group
New Jersey
$661K -$6.48K -90 -1%
SPIA
323
Steward Partners Investment Advisory
New York
$651K +$20.9K +290 +4%
JA
324
JLB & Associates
Michigan
$642K +$212K +2,940 +53%
CCM
325
Coldstream Capital Management
Washington
$639K -$6.48K -90 -1%