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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
CWC
526
Carolinas Wealth Consulting
North Carolina
$22K -$37.1K -515 -64%
TFIPS
527
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.1K
AFS
528
Annapolis Financial Services
Maryland
$19K
CCM
529
Covington Capital Management
California
$19K
FBT
530
First Bank & Trust
South Dakota
$19K
TFS
531
TrustCore Financial Services
Tennessee
$19K
EP
532
Eudaimonia Partners
Tennessee
$19K +$18K +250 New
GI
533
Gradient Investments
Minnesota
$19K +$18K +250 New
CT
534
Caldwell Trust
Florida
$15.6K
EW
535
Evoke Wealth
California
$15K
RFA
536
Reilly Financial Advisors
California
$15K
TWA
537
TCI Wealth Advisors
Arizona
$15K
CFGS
538
Concourse Financial Group Securities
Alabama
$15K +$720 +10 +5%
HF
539
Halpern Financial
Virginia
$14K
HCP
540
Hexagon Capital Partners
Arkansas
$11K
TFGT
541
TS Financial Group (TSFG)
Illinois
$10K +$6.48K +90 +225%
HWMA
542
Heritage Wealth Management (Arizona)
Arizona
$9K +$9K +125 New
WP
543
WealthShield Partners
North Carolina
$9K +$9K +125 New
BCA
544
Berman Capital Advisors
Georgia
$8K +$1.08K +15 +16%
MWP
545
Meridian Wealth Partners
Pennsylvania
$7K +$6.48K +90 New
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$6K -$2.52K -35 -29%
APWA
547
Atlas Private Wealth Advisors
New Jersey
$6K
CFD
548
Creative Financial Designs
Indiana
$6K
EARNEST Partners
549
EARNEST Partners
Georgia
$6K
GAM
550
Gemmer Asset Management
California
$6K