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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
PA
351
Parallel Advisors
California
$512K -$42.5K -590 -8%
LWAC
352
Laurel Wealth Advisors (California)
California
$505K +$1.44K +20 +0.3%
Walleye Trading
353
Walleye Trading
New York
$501K +$475K +6,605 New
CB
354
Community Bank
New York
$485K
CCM
355
Cullen Capital Management
New York
$481K +$456K +6,340 New
ATC
356
Argent Trust Co
Tennessee
$479K
ACM
357
AlphaCrest Capital Management
New York
$475K -$49.3K -685 -10%
CG
358
Colony Group
Massachusetts
$474K +$68K +945 +18%
DTL
359
Dynamic Technology Lab
Singapore
$468K +$444K +6,165 New
OC
360
Oppenheimer & Co
New York
$467K -$727K -10,100 -62%
SIA
361
SkyView Investment Advisors
New Jersey
$461K +$34.5K +480 +9%
BF
362
BOK Financial
Oklahoma
$452K
AP
363
Advisor Partners
California
$452K +$27K +375 +7%
CB
364
Commerce Bank
Missouri
$449K
BC
365
Barnett & Company
Tennessee
$446K
CDH
366
Charles D. Hyman
$436K
IB
367
Intrust Bank
Kansas
$432K
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$431K +$409K +5,685 New
V
369
Veritable
Delaware
$428K -$51.5K -715 -11%
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$428K -$14.4K -200 -3%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$413K
NFC
372
Northeast Financial Consultants
Connecticut
$413K
JFA
373
Johanson Financial Advisors
California
$413K +$720 +10 +0.2%
W
374
WealthStone
Ohio
$410K +$24.1K +335 +7%
CS
375
Comerica Securities
Michigan
$404K -$47.5K -660 -11%