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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 %
WPW
501
Waldron Private Wealth
Pennsylvania
$826K +$40.1K +507 +5%
V
502
VeraBank
Texas
$817K
RFC
503
Regions Financial Corp
Alabama
$813K +$172K +2,174 +27%
LFS
504
Legacy Financial Strategies
Kansas
$808K -$23K -291 -3%
Lido Advisors
505
Lido Advisors
California
$805K -$13.5K -170 -2%
WB
506
WesBanco Bank
West Virginia
$799K -$70.8K -896 -8%
CCM
507
Chilton Capital Management
Texas
$791K +$791K +10,000 New
CWM
508
Circle Wealth Management
New Jersey
$790K +$90K +1,138 +13%
BA
509
Ballast Advisors
Minnesota
$787K +$48.1K +608 +7%
AF
510
Allworth Financial
California
$784K -$1.98K -25 -0.3%
ATC
511
Argent Trust Co
Tennessee
$764K -$10.7K -135 -1%
ASN
512
Advisory Services Network
Georgia
$764K -$62.1K -785 -8%
BCM
513
Brookstone Capital Management
Illinois
$763K -$1.19K -15 -0.2%
AWP
514
Accretive Wealth Partners
New Jersey
$753K +$11.5K +145 +2%
PCA
515
Private Capital Advisors
Connecticut
$752K
BJL
516
Brighton Jones LLC
Washington
$751K +$3.08K +39 +0.4%
WTA
517
Washington Trust Advisors
Massachusetts
$745K -$47.4K -600 -6%
Vontobel Holding
518
Vontobel Holding
Switzerland
$737K +$277K +3,502 +60%
CWM
519
Calamos Wealth Management
Illinois
$734K -$1.1M -13,942 -60%
AMG
520
Asset Management Group
Connecticut
$725K
SWM
521
Scissortail Wealth Management
Oklahoma
$712K +$712K +8,991 New
Tudor Investment Corp
522
Tudor Investment Corp
Connecticut
$709K +$709K +8,972 New
ACM
523
Accent Capital Management
Ohio
$703K +$703K +8,889 New
TPW
524
Transatlantique Private Wealth
New York
$701K -$7.12K -90 -1%
DCP
525
DSM Capital Partners
Florida
$700K +$18K +228 +3%