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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
LC
476
Lindbrook Capital
California
$82K +$6.12K +85 +9%
AWM
477
Avior Wealth Management
Nebraska
$78K +$37.1K +515 +100%
AIC
478
Ameritas Investment Company
Nebraska
$76.1K +$72.3K +1,005 New
BFEC
479
Benjamin F. Edwards & Company
Missouri
$76K
FCM
480
Firestone Capital Management
Florida
$76K
GRP
481
Global Retirement Partners
California
$76K
JCM
482
Jacobi Capital Management
Pennsylvania
$76K
PFGIA
483
Patriot Financial Group Insurance Agency
Massachusetts
$76K
HC
484
Hoese & Co
Minnesota
$76K +$72K +1,000 New
TCWM
485
Total Clarity Wealth Management
Illinois
$76K +$72K +1,000 New
FP
486
Fiduciary Planning
Florida
$71K
ARMC
487
American Research & Management Company
Massachusetts
$68K +$10.8K +150 +20%
GWM
488
Geneos Wealth Management
Colorado
$67K +$2.88K +40 +5%
ATC
489
Adirondack Trust Company
New York
$66K
EDRH
490
Edmond de Rothschild Holding
Switzerland
$63K -$25.2K -350 -30%
PB
491
Pinnacle Bancorp
Nebraska
$61K
SWM
492
Spire Wealth Management
Virginia
$61K +$65.9K +915 New
EFSCE
493
Enterprise Financial Services Corp (EFSC)
Missouri
$60K +$3.24K +45 +6%
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$59K
SQA
495
Simon Quick Advisors
New Jersey
$59K
PMFA
496
Plante Moran Financial Advisors
Michigan
$57K
First Manhattan
497
First Manhattan
New York
$56K
MA
498
Montag & Associates
Georgia
$55K
MHR
499
Matthew Hamilton Rosenberg
$52K
RCM
500
Regency Capital Management
Hawaii
$49K +$46.4K +645 New