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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 %
BCM
476
Bayesian Capital Management
New York
$943K +$943K +11,923 New
WA
477
Wealth Alliance
New York
$933K +$21.3K +269 +2%
WSTAM
478
Wilbanks Smith & Thomas Asset Management
Virginia
$919K +$474 +6 +0.1%
HTHT
479
Hemenway Trust Hemenway Trust
New Hampshire
$912K -$13.1K -165 -1%
MIP
480
Marietta Investment Partners
Wisconsin
$912K +$19.4K +246 +2%
FFA
481
Fortune Financial Advisors
Kansas
$911K +$34.2K +432 +4%
AIM
482
Aigen Investment Management
New York
$911K +$167K +2,108 +22%
RJT
483
Raymond James Trust
Florida
$904K -$311K -3,935 -26%
PAG
484
Private Advisor Group
New Jersey
$899K -$83.8K -1,060 -9%
IB
485
Intrust Bank
Kansas
$898K -$224K -2,833 -20%
ISWM
486
Independent Solutions Wealth Management
New York
$897K -$1.27K -16 -0.1%
VOYA Investment Management
487
VOYA Investment Management
Georgia
$891K -$61.2K -770 -6%
DDC
488
DF Dent & Co
Maryland
$890K -$8.06K -102 -0.9%
TC
489
Tacita Capital
Ontario, Canada
$887K -$17.4K -219 -2%
MM
490
MQS Management
New York
$884K +$884K +11,185 New
FAIM
491
Financial Advocates Investment Management
Washington
$878K +$19.1K +241 +2%
GIA
492
Guyasuta Investment Advisors
Pennsylvania
$875K -$31.3K -396 -3%
DWM
493
Dorchester Wealth Management
Quebec, Canada
$872K -$9.91K -125 -1%
SFA
494
Sequoia Financial Advisors
Ohio
$867K +$61.3K +775 +8%
ACH
495
ArrowMark Colorado Holdings
Colorado
$851K
AG
496
AlTi Global
New York
$847K +$847K +10,699 New
Thrivent Financial for Lutherans
497
Thrivent Financial for Lutherans
Minnesota
$847K -$401K -5,063 -32%
LOAMS
498
Lombard Odier Asset Management (Switzerland)
Switzerland
$844K +$844K +10,700 New
First Manhattan
499
First Manhattan
New York
$838K -$7.83K -99 -0.9%
SPIA
500
Steward Partners Investment Advisory
New York
$837K +$163K +2,059 +24%