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KSU

Kansas City Southern
KSU

Delisted

KSU was delisted on the 13th of December, 2021.

715 hedge funds and large institutions have $14.6B invested in Kansas City Southern in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 207 increasing their positions, 296 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 65

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

15% more capital invested

Capital invested by funds: $12.7B → $14.6B (+$1.9B)

4% more funds holding

Funds holding: 686715 (+29)

30% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 296

31% less call options, than puts

Call options by funds: $176M | Put options by funds: $256M

Holders
715
Holders Change
+29
Holders Change %
+4.23%
% of All Funds
14.42%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
98
Increased
207
Reduced
296
Closed
65
Calls
$176M
Puts
$256M
Net Calls
-$79.6M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RBA
251
Richard Bernstein Advisors
New York
$3.5M
WCMNY
252
Westchester Capital Management (New York)
New York
$3.47M +$3.32M +19,184 New
TVWM
253
Tower View Wealth Management
Wisconsin
$3.45M +$10.7K +62 +0.3%
PPL
254
PATRIZIA Pty Ltd
Australia
$3.41M -$597K -3,449 -15%
GIA
255
GHP Investment Advisors
Colorado
$3.39M +$196K +1,131 +6%
Creative Planning
256
Creative Planning
Kansas
$3.38M +$333K +1,922 +11%
Natixis Advisors
257
Natixis Advisors
Massachusetts
$3.37M +$386K +2,231 +14%
Ensign Peak Advisors
258
Ensign Peak Advisors
Utah
$3.35M -$1.99M -11,497 -38%
URS
259
Utah Retirement Systems
Utah
$3.28M +$17.3K +100 +0.6%
Nomura Asset Management
260
Nomura Asset Management
Japan
$3.2M +$20.8K +120 +0.7%
BC
261
Brookfield Corp
Ontario, Canada
$3.2M +$3.06M +17,687 New
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$3.18M +$345K +1,990 +13%
TPSF
263
Texas Permanent School Fund
Texas
$3.13M +$100K +580 +3%
Walleye Capital
264
Walleye Capital
New York
$3.12M +$1.12M +6,491 +60%
MSE
265
MUFG Securities EMEA
United Kingdom
$3.07M -$3.98M -23,000 -58%
RPGK
266
Retirement Planning Group (Kansas)
Kansas
$2.99M +$38.3K +221 +1%
BCIM
267
British Columbia Investment Management
British Columbia, Canada
$2.98M +$186K +1,073 +7%
OLA
268
Oliver Luxxe Assets
New Jersey
$2.93M +$8.66K +50 +0.3%
MSL
269
Mackay Shields LLC
New York
$2.9M +$95.8K +553 +4%
BCM
270
Beck Capital Management
Texas
$2.89M +$37.9K +219 +1%
FAF
271
Fjarde Ap-fonden
Sweden
$2.86M -$17.3K -100 -0.6%
LPL Financial
272
LPL Financial
California
$2.83M -$22.3K -129 -0.8%
Squarepoint
273
Squarepoint
New York
$2.82M +$1.14M +6,587 +73%
SC
274
Saturna Capital
Washington
$2.76M
SCM
275
Stonebridge Capital Management
California
$2.71M

KSU Hedge Fund Activity: Q3 2020 in Review

715 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q3 2020, worth a combined $14.6B — up 15% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KSU positions and 65 closed out — a net gain of 33 holders — while 207 added to existing stakes and 296 trimmed.

The largest buyer was Millennium Management, adding an estimated $121M. The largest seller was Boston Partners, cutting an estimated $239M.

  • 715 institutional investors held Kansas City Southern (KSU) as of Q3 2020, up from 686 in Q2 2020.
  • Funds reported $14.6B of Kansas City Southern stock for Q3 2020, up 15% quarter-over-quarter.
  • 98 funds opened new Kansas City Southern positions in Q3 2020 and 65 closed out, a net change of +33 holders.
  • The largest Kansas City Southern buyer in Q3 2020 was Millennium Management, an estimated $121M added.
  • The largest Kansas City Southern seller in Q3 2020 was Boston Partners, an estimated $239M sold.

Based on aggregated 13F filings for Q3 2020.