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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
TSWM
376
Triangle Securities Wealth Management
North Carolina
$404K
GAM
377
Gotham Asset Management
New York
$398K +$378K +5,250 New
DWT
378
Dorsey & Whitney Trust
South Dakota
$396K -$6.12K -85 -2%
OWP
379
Obermeyer Wealth Partners
Colorado
$395K
1WA
380
180 Wealth Advisors
Washington
$393K +$1.75M +24,275 New
FF
381
FourThought Financial
Florida
$392K +$16.6K +230 +5%
Pacer Advisors
382
Pacer Advisors
Pennsylvania
$385K -$18K -250 -5%
SCA
383
Snowden Capital Advisors
New York
$383K +$149K +2,065 +69%
FCFC
384
First Commonwealth Financial Corp
Pennsylvania
$379K
SCM
385
Schnieders Capital Management
California
$368K
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$368K +$55.1K +765 +19%
TC
387
Tacita Capital
Ontario, Canada
$367K +$205K +2,850 +145%
SI
388
Stephens Inc
Arkansas
$364K +$345K +4,795 New
NERM
389
New England Research & Management
Illinois
$362K
VPIM
390
Vanguard Personalized Indexing Management
California
$361K +$12.2K +170 +4%
TIA
391
Tiemann Investment Advisors
California
$357K
BTWM
392
Baker Tilly Wealth Management
Wisconsin
$352K +$334K +4,640 New
HC
393
Henshaw Capital
Massachusetts
$349K +$331K +4,600 New
QCG
394
Quadrant Capital Group
Ohio
$348K +$23K +320 +7%
WS
395
Wedbush Securities
California
$345K -$4.68K -65 -1%
CT
396
Columbia Trust
Oregon
$341K
CSS
397
Cubist Systematic Strategies
Connecticut
$341K +$71.3K +990 +28%
FC
398
Forte Capital
New York
$337K
BG
399
Bollard Group
Massachusetts
$332K
Holocene Advisors
400
Holocene Advisors
New York
$329K -$772K -10,720 -71%