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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
UWPG
401
Ullmann Wealth Partners Group
Florida
$326K -$55.8K -775 -15%
WCM
402
Wunderlich Capital Managemnt
Tennessee
$325K -$23.4K -325 -7%
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$324K +$3.96K +55 +1%
BIM
404
Baldwin Investment Management
Pennsylvania
$321K +$1.44K +20 +0.5%
IA
405
Insight Advisors
Pennsylvania
$320K +$308K +4,280 New
RFC
406
Regions Financial Corp
Alabama
$317K
GSEP
407
Golden State Equity Partners
California
$308K +$20.2K +280 +7%
Fisher Asset Management
408
Fisher Asset Management
Washington
$307K +$14.8K +205 +5%
AF
409
Allworth Financial
California
$307K +$216K +3,000 +287%
EVM
410
Eaton Vance Management
Massachusetts
$305K
PCM
411
Poehling Capital Management
Wisconsin
$303K
SC
412
Saturna Capital
Washington
$303K +$288K +4,000 New
WAM
413
Wolverine Asset Management
Illinois
$300K +$285K +3,955 New
FHB
414
First Hawaiian Bank
Hawaii
$297K +$38.9K +540 +16%
ZCM
415
Ziegler Capital Management
Illinois
$292K
WSTAM
416
Wilbanks Smith & Thomas Asset Management
Virginia
$289K +$4.32K +60 +2%
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$287K
SOW
418
State of Wyoming
Wyoming
$285K +$270K +3,755 New
IWP
419
Icon Wealth Partners
Texas
$283K +$268K +3,730 New
QI
420
QS Investors
New York
$282K
WGAM
421
Wilkinson Global Asset Management
New York
$277K +$263K +3,650 New
IPW
422
Inlet Private Wealth
Florida
$273K -$7.92K -110 -3%
RC
423
RegentAtlantic Capital
New Jersey
$269K +$21.6K +300 +9%
STC
424
Sarah T. Connolly
$266K
NFG
425
Next Financial Group
Texas
$265K +$8.28K +115 +3%