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Canadian Pacific Kansas City

938 hedge funds and large institutions have $53.7B invested in Canadian Pacific Kansas City in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 298 increasing their positions, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+43
Holders Change %
+4.8%
% of All Funds
13.75%
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
129
Increased
298
Reduced
330
Closed
72
Calls
$82.3M
Puts
$90.5M
Net Calls
-$8.26M
Net Calls Change
-$59.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
451
Alera Investment Advisors
Illinois
$1.13M -$15.4K -195 -1%
IWC
452
Integrated Wealth Concepts
Massachusetts
$1.12M -$48.4K -612 -4%
MFA
453
Mayflower Financial Advisors
Massachusetts
$1.11M -$19.7K -248 -2%
IA
454
Icon Advisers
Colorado
$1.11M
Calamos Advisors
455
Calamos Advisors
Illinois
$1.08M -$80K -1,012 -7%
SCM
456
Shelton Capital Management
Colorado
$1.06M
CCM
457
Coldstream Capital Management
Washington
$1.06M +$361K +4,567 +52%
FMWA
458
Forvis Mazars Wealth Advisors
Missouri
$1.05M -$110K -1,395 -9%
NFGCM
459
Norman Fields Gottscho Capital Management
New York
$1.05M +$734K +9,280 +231%
CSC
460
Caldwell Sutter Capital
California
$1.05M
SCP
461
Stamos Capital Partners
California
$1.04M -$1.38M -17,450 -57%
JHP
462
James Hambro & Partners
United Kingdom
$1.03M
AAM
463
Austin Asset Management
Texas
$1.02M
QCM
464
QRG Capital Management
Illinois
$1.01M -$15.3K -193 -1%
Nomura Holdings
465
Nomura Holdings
Japan
$1M +$150K +1,900 +18%
II
466
Inspire Investing
Idaho
$991K -$6.8K -86 -0.7%
DA
467
Duality Advisers
Florida
$985K +$985K +12,464 New
PWPS
468
Pinnacle Wealth Planning Services
Ohio
$974K +$14.4K +182 +1%
SACTSONJ
469
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$973K
GC
470
Guggenheim Capital
Illinois
$969K +$62.7K +793 +7%
HF
471
HRT Financial
New York
$960K +$715K +9,047 +291%
QCIG
472
Quad-Cities Investment Group
Iowa
$960K
AL
473
Aspiriant LLC
California
$957K
MPM
474
Meritage Portfolio Management
Kansas
$955K
QCM
475
Quantinno Capital Management
New York
$954K -$528K -6,658 -36%