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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
MCM
451
Marathon Capital Management
Maryland
$208K +$198K +2,750 New
WAS
452
WESPAC Advisors SoCal
California
$207K +$196K +2,725 New
ESB
453
Essex Savings Bank
Connecticut
$205K +$207K +2,875 New
RJT
454
Raymond James Trust
Florida
$203K +$193K +2,680 New
BMM
455
Buffington Mohr McNeal
Idaho
$201K +$191K +2,650 New
EWM
456
Evercore Wealth Management
New York
$200K +$190K +2,640 New
ZB
457
Zions Bancorporation
Utah
$196K -$5.76K -80 -3%
IA
458
IFP Advisors
Florida
$194K -$117K -1,620 -39%
Macquarie Group
459
Macquarie Group
Australia
$190K +$179K +2,490 New
Jones Financial Companies
460
Jones Financial Companies
Missouri
$184K +$76.3K +1,060 +78%
HBT
461
Hills Bank & Trust
Iowa
$182K
BWP
462
Baldwin Wealth Partners
Massachusetts
$161K -$5.76K -80 -4%
CAM
463
CenterStar Asset Management
Illinois
$156K
OC
464
Oakworth Capital
Alabama
$156K +$93.9K +1,305 +174%
SFS
465
Sowell Financial Services
Arkansas
$156K +$102K +1,415 +238%
CA
466
Clearstead Advisors
Ohio
$141K
BCWM
467
Bartlett & Co Wealth Management
Ohio
$136K
BC
468
Bartlett & Co
Ohio
$136K
TCOV
469
Trust Company of Vermont
Vermont
$127K
VFA
470
Valeo Financial Advisors
Indiana
$111K
CIM
471
Contravisory Investment Management
Massachusetts
$107K +$360 +5 +0.4%
SIM
472
Sonora Investment Management
Arizona
$102K
M
473
Mirova
France
$102K +$22.3K +310 +30%
PGAM
474
Princeton Global Asset Management
New Jersey
$97K
HIA
475
Harbor Investment Advisory
Maryland
$93K +$14K +195 +19%