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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
CFA
501
Carroll Financial Associates
North Carolina
$47K
AF
502
Advisornet Financial
Minnesota
$46K -$27K -375 -38%
SSWG
503
Seven Springs Wealth Group
Tennessee
$42K +$39.6K +550 New
TCM
504
Tradewinds Capital Management
Washington
$40K
ACM
505
Allred Capital Management
Texas
$39.4K +$37.1K +515 New
AWM
506
AllSquare Wealth Management
New York
$38K
CHA
507
Carmichael Hill & Associates
Maryland
$38K
AIM
508
Anchor Investment Management
South Carolina
$37.9K
GWSG
509
GPS Wealth Strategies Group
Colorado
$37K +$36K +500 New
SBL
510
Sargent Bickham Lagudis
Colorado
$36K +$5.04K +70 +18%
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K +$34.5K +480 New
HNB
512
Huntington National Bank
Ohio
$31K +$12.2K +170 +72%
CHC
513
City Holding Co
West Virginia
$30K
KPCM
514
Kings Point Capital Management
New York
$30K
MGIM
515
M&G Investment Management
United Kingdom
$29.1K -$47.9K -665 -0.2%
MIH
516
Meitav Investment House
Israel
$28.6K +$68.4K +950 +0.3%
GEA
517
Glen Eagle Advisors
New Jersey
$28.4K
APWM
518
Atlas Private Wealth Management
New York
$28K
OAJ
519
Ogorek Anthony Joseph
New York
$28K
BNP Paribas Financial Markets
520
BNP Paribas Financial Markets
France
$27.7K
CI
521
CX Institutional
Indiana
$27K
GWS
522
Glassman Wealth Services
Virginia
$25K +$2.52K +35 +12%
NFSG
523
Newbridge Financial Services Group
Florida
$25K +$23.4K +325 New
PCTC
524
Perkins Coie Trust Company
Washington
$23K
PP
525
Pacifica Partners
Canada
$23K +$10.8K +150 +100%