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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 %
GBWM
601
Granite Bay Wealth Management
New Hampshire
$461K
GM
602
GeoWealth Management
Illinois
$458K +$458K +5,787 New
FWIA
603
Fort Washington Investment Advisors
Ohio
$457K
FCCM
604
First City Capital Management
Georgia
$457K +$7.51K +95 +2%
SIG
605
Sargent Investment Group
Maryland
$456K -$79 -1 -0%
MWM
606
Modera Wealth Management
New Jersey
$454K
TSS
607
Two Sigma Securities
New York
$451K +$451K +5,707 New
Simplex Trading
608
Simplex Trading
Illinois
$449K -$1.6M -20,322 -78%
EVM
609
Evelyn V. Moreno
$449K
HSA
610
HBK Sorce Advisory
Pennsylvania
$447K -$115K -1,449 -20%
OPOWM
611
One Plus One Wealth Management
Florida
$446K
WAP
612
Wealthcare Advisory Partners
Pennsylvania
$429K -$89.3K -1,130 -17%
QCG
613
Quadrant Capital Group
Ohio
$427K -$8.7K -110 -2%
LB
614
Legacy Bridge
Iowa
$422K
VIP
615
Vista Investment Partners
Oklahoma
$419K +$419K +5,296 New
CDH
616
Charles D. Hyman
$414K +$414K +5,240 New
SP
617
Stablepoint Partners
Massachusetts
$408K +$408K +5,165 New
BSW
618
Buckingham Strategic Wealth
Missouri
$408K -$8.62K -109 -2%
FAFN
619
First Affirmative Financial Network
Colorado
$407K +$44.8K +567 +12%
AWM
620
Avior Wealth Management
Nebraska
$406K -$949 -12 -0.2%
BTWM
621
Baker Tilly Wealth Management
Wisconsin
$404K -$86.4K -1,093 -18%
ECM
622
Evergreen Capital Management
Washington
$403K -$101K -1,278 -20%
CNBTD
623
Citizens National Bank Trust Department
Mississippi
$399K
FCFC
624
First Commonwealth Financial Corp
Pennsylvania
$395K
BWM
625
BKM Wealth Management
Wisconsin
$395K +$395K +4,992 New