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Canadian Pacific Kansas City

895 hedge funds and large institutions have $51.2B invested in Canadian Pacific Kansas City in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 314 increasing their positions, 284 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
14.27%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
0.78%
New
95
Increased
314
Reduced
284
Closed
67
Calls
$131M
Puts
$79.7M
Net Calls
+$51.6M
Net Calls Change
+$76M
Name Holding Trade Value Shares
Change
Shares
Change %
EVM
601
Evelyn V. Moreno
$422K +$212K +2,850 +101%
OPOWM
602
One Plus One Wealth Management
Florida
$420K
RAM
603
Ramirez Asset Management
New York
$416K +$416K +5,592 New
QCG
604
Quadrant Capital Group
Ohio
$410K -$24.2K -325 -6%
LB
605
Legacy Bridge
Iowa
$398K
CA
606
Clearstead Advisors
Ohio
$396K +$202K +2,708 +104%
BSW
607
Buckingham Strategic Wealth
Missouri
$392K -$3.65K -49 -0.9%
CG
608
Caprock Group
Idaho
$389K -$43.3K -581 -10%
WAM
609
Walker Asset Management
Missouri
$388K
LCWP
610
Legacy Capital Wealth Partners
Arkansas
$384K +$384K +5,163 New
AWM
611
Avior Wealth Management
Nebraska
$383K
PFP
612
Pinnacle Financial Partners
Tennessee
$379K +$246K +3,304 +186%
TP
613
Tranquility Partners
Tennessee
$377K +$6.55K +88 +2%
CNBTD
614
Citizens National Bank Trust Department
Mississippi
$376K
FCFC
615
First Commonwealth Financial Corp
Pennsylvania
$372K
DC
616
Davenport & Co
Virginia
$370K -$83.6K -1,119 -18%
UCFA
617
United Capital Financial Advisors
Texas
$368K -$47.1K -633 -11%
AC
618
AXQ Capital
New Jersey
$365K -$126K -1,700 -26%
EFS
619
Essex Financial Services
Connecticut
$364K -$4.25K -57 -1%
V
620
ViaWealth
Kansas
$363K
IWP
621
Icon Wealth Partners
Texas
$361K +$19.1K +257 +6%
FAM
622
Fred Alger Management
New York
$360K +$360K +4,836 New
SS
623
Simplicity Solutions
Minnesota
$358K -$1.27K -17 -0.4%
BFG
624
Bleakley Financial Group
New Jersey
$358K -$1.27K -17 -0.4%
Capstone Investment Advisors
625
Capstone Investment Advisors
New York
$357K +$357K +4,804 New