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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 %
PFS
651
Prospera Financial Services
Texas
$347K -$6.33K -80 -2%
PS
652
Principal Securities
Iowa
$346K +$346K +4,375 New
BFS
653
Bradley Foster & Sargent
Connecticut
$346K -$313K -3,958 -48%
MWM
654
Meridian Wealth Management
Kentucky
$346K +$949 +12 +0.3%
MA
655
Montag & Associates
Georgia
$345K +$59.4K +750 +21%
FRM
656
Fox Run Management
Connecticut
$342K -$659K -8,334 -66%
BBA
657
BLB&B Advisors
Pennsylvania
$336K
NRW
658
Nova R Wealth
Kansas
$335K +$32.3K +408 +11%
PP
659
Patron Partners
Texas
$334K
SWM
660
Shelton Wealth Management
Texas
$333K +$333K +4,216 New
BL
661
Balentine LLC
Georgia
$333K +$60.4K +760 +22%
BIM
662
Baldwin Investment Management
Pennsylvania
$332K
CAM
663
Cubic Asset Management
Massachusetts
$332K
BFG
664
Bleakley Financial Group
New Jersey
$331K -$49.7K -628 -13%
IP
665
Intellectus Partners
California
$329K
SS
666
Simplicity Solutions
Minnesota
$328K -$52.5K -664 -14%
PAA
667
Peregrine Asset Advisers
Oregon
$326K -$36.3K -459 -10%
LC
668
LCNB Corp
Ohio
$324K
SWA
669
SFMG Wealth Advisors
Texas
$322K +$791 +10 +0.2%
AAP
670
Arax Advisory Partners
Colorado
$321K +$124K +1,563 +63%
LFA
671
Legacy Financial Advisors
Kentucky
$319K +$39.8K +503 +14%
BBHC
672
Brown Brothers Harriman & Co
New York
$319K -$292K -3,693 -48%
WGAM
673
Wilkinson Global Asset Management
New York
$319K
CWP
674
Cyndeo Wealth Partners
Florida
$318K -$35K -443 -10%
LWCFA
675
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$318K -$153K -1,900 -32%