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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 %
Susquehanna International Group
676
Susquehanna International Group
Pennsylvania
$317K -$4M -50,637 -93%
PCM
677
Poehling Capital Management
Wisconsin
$316K
AWA
678
Arkadios Wealth Advisors
Georgia
$316K +$24.3K +307 +8%
DIM
679
Delta Investment Management
California
$316K -$51.4K -650 -14%
PWG
680
Portside Wealth Group
Utah
$315K -$165K -2,091 -34%
CICC
681
Capital Investment Counsel (Colorado)
Colorado
$310K +$310K +3,922 New
WCM
682
Wunderlich Capital Managemnt
Tennessee
$308K
APWM
683
Argonautica Private Wealth Management
Massachusetts
$305K +$4.9K +62 +2%
STA
684
Summit Trail Advisors
New York
$304K -$26.6K -336 -8%
TSWM
685
Triangle Securities Wealth Management
North Carolina
$301K
VA
686
Vident Advisory
Georgia
$301K +$301K +3,801 New
PP
687
PDS Planning
Ohio
$299K -$42.8K -541 -13%
FFM
688
Forum Financial Management
Illinois
$297K
HPG
689
Harvest Portfolios Group
Ontario, Canada
$297K -$11.9K -150 -4%
NIM
690
NEOS Investment Management
Connecticut
$292K
SPL
691
Smart Portfolios LLC
Washington
$291K +$291K +3,445 New
MF
692
Montis Financial
Massachusetts
$291K
OWA
693
Opal Wealth Advisors
New York
$291K -$4.19K -53 -1%
NB
694
NBT Bank
New York
$290K +$290K +3,671 New
EWM
695
Evercore Wealth Management
New York
$288K -$7.91K -100 -3%
PCMK
696
Paragon Capital Management (Kansas)
Kansas
$285K
SCG
697
Sonata Capital Group
Washington
$285K
Mitsubishi UFJ Trust & Banking
698
Mitsubishi UFJ Trust & Banking
Japan
$282K
SL
699
Salomon & Ludwin
Virginia
$278K
UCFA
700
United Capital Financial Advisors
Texas
$277K -$114K -1,437 -29%