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Canadian Pacific Kansas City

442 hedge funds and large institutions have $18.3B invested in Canadian Pacific Kansas City in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 28

15% more funds holding

Funds holding: 386442 (+56)

8% more capital invested

Capital invested by funds: $17B → $18.3B (+$1.33B)

1.1% more ownership

Funds ownership: 343.8%344.9% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

9% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 140

53% less call options, than puts

Call options by funds: $50.6M | Put options by funds: $108M

Holders
442
Holders Change
+56
Holders Change %
+14.51%
% of All Funds
10.02%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
86
Increased
128
Reduced
140
Closed
28
Calls
$50.6M
Puts
$108M
Net Calls
-$57.1M
Net Calls Change
+$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
AllSquare Wealth Management
New York
$18K
GWM
402
Geneos Wealth Management
Colorado
$18K
WTC
403
WhitTier Trust Company
Nevada
$18K
IWM
404
IHT Wealth Management
Illinois
$17K -$11.7K -335 -42%
SBL
405
Sargent Bickham Lagudis
Colorado
$17K
KPCM
406
Kings Point Capital Management
New York
$15K
LIA
407
LS Investment Advisors
Michigan
$15K
TWMP
408
Taylor Wealth Management Partners
Massachusetts
$14K
CPIG
409
Chicago Partners Investment Group
Illinois
$13K -$8.36K -240 -40%
GBT
410
Grove Bank & Trust
Florida
$12K
WIM
411
Westside Investment Management
California
$10.1K
FANJ
412
Financial Architects (New Jersey)
New Jersey
$9K
JCM
413
Jacobi Capital Management
Pennsylvania
$9K
WA
414
Winfield Associates
Ohio
$9K
TFS
415
TrustCore Financial Services
Tennessee
$9K +$8.54K +245 New
CCM
416
Covington Capital Management
California
$9K +$8.71K +250 New
ASN
417
Advisory Services Network
Georgia
$8K +$2.27K +65 +39%
M
418
MOTCO
Texas
$8K +$7.32K +210 New
SP
419
SWS Partners
Ohio
$7K +$6.27K +180 New
GFP
420
Gryphon Financial Partners
Ohio
$7K +$7.14K +205 New
FPFS
421
First Personal Financial Services
North Carolina
$6K
GWS
422
Glassman Wealth Services
Virginia
$6K +$5.75K +165 New
CB
423
CNB Bank
Pennsylvania
$6K +$6.1K +175 New
PWM
424
Perigon Wealth Management
California
$5K
KJWM
425
Kiley Juergens Wealth Management
Washington
$5K +$5.23K +150 New