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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 %
WIM
876
Westside Investment Management
California
$21.9K
PWMG
877
Private Wealth Management Group
New Jersey
$20.2K +$20.2K +255 New
SWC
878
Spectrum Wealth Counsel
Indiana
$19.8K +$19.8K +250 New
HCP
879
Hexagon Capital Partners
Arkansas
$19.5K -$2.77K -35 -12%
EWA
880
EverSource Wealth Advisors
Alabama
$19.3K +$3.08K +39 +19%
GBT
881
Grove Bank & Trust
Florida
$19.2K
HGERS
882
Householder Group Estate & Retirement Specialist
Arizona
$19K -$1.97K -25 -9%
ST
883
Smithfield Trust
Pennsylvania
$19K
RMC
884
Resources Management Corp
Connecticut
$18K
CBT
885
Central Bank & Trust
Kentucky
$16.7K
FFO
886
Fortitude Family Office
Arizona
$16.2K +$16.2K +205 New
VL
887
Vima LLC
Michigan
$15.9K +$15.9K +200 New
SC
888
SouthState Corp
Florida
$15.8K
IFAM
889
Institutional & Family Asset Management
Colorado
$14.9K +$474 +6 +3%
HF
890
Halpern Financial
Virginia
$14.6K
AA
891
Addison Advisors
Vermont
$14.1K
EL
892
EMFO LLC
Florida
$14.1K
CAM
893
Creekmur Asset Management
Illinois
$13.8K +$13.8K +174 New
FCAS
894
First Command Advisory Services
Texas
$13.3K +$13.3K +168 New
PK
895
Pflug Koory
Nebraska
$13K
FMP
896
Financial Management Professionals
Texas
$13K +$2.65K +33 +26%
SHIM
897
Stone House Investment Management
Pennsylvania
$12.6K
JWA
898
JFS Wealth Advisors
Pennsylvania
$12.1K +$1.58K +20 +15%
PCMC
899
Planning Capital Management Corporation
Pennsylvania
$12.1K +$12.1K +153 New
EC
900
EdgeRock Capital
Colorado
$11.5K +$11.5K +138 New