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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
UBS AM
26
UBS AM
Illinois
$96.3M -$223K -1,286 -0.2%
JP Morgan Chase
27
JP Morgan Chase
New York
$90.6M -$92.4M -533,341 -52%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$88.3M -$9.07M -52,380 -10%
Morgan Stanley
29
Morgan Stanley
New York
$86.2M +$16.5M +95,150 +25%
Bank of America
30
Bank of America
North Carolina
$84.1M -$9.47M -54,692 -11%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$83.4M -$1.65M -9,546 -2%
PPA
32
Parametric Portfolio Associates
Washington
$78.3M +$2.34M +13,498 +3%
Fisher Asset Management
33
Fisher Asset Management
Washington
$77.8M -$13M -75,216 -15%
Charles Schwab
34
Charles Schwab
California
$73.8M -$6.39M -36,909 -8%
IAM
35
Impala Asset Management
Florida
$73M +$17.5M +101,272 +33%
Goldman Sachs
36
Goldman Sachs
New York
$72.1M +$5.65M +32,612 +9%
FCM
37
Farallon Capital Management
California
$71.2M +$68.2M +394,000 New
AWG
38
Alpha Wave Global
New York
$68.8M +$65.9M +380,298 New
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$68.4M +$65.5M +378,084 New
Kayne Anderson Rudnick Investment Management
40
Kayne Anderson Rudnick Investment Management
California
$67.9M +$7.61M +43,972 +13%
Swiss National Bank
41
Swiss National Bank
Switzerland
$66.9M -$1.82M -10,500 -3%
Allianz Asset Management
42
Allianz Asset Management
Germany
$65.8M +$14.6M +84,160 +30%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$64.7M -$15.2M -87,777 -20%
UBS Group
44
UBS Group
Switzerland
$64.2M -$5.26M -30,377 -8%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$63.5M +$3.84M +22,190 +7%
WMSA
46
Weiss Multi-Strategy Advisers
New York
$61M +$35.8M +206,498 +158%
Teacher Retirement System of Texas
47
Teacher Retirement System of Texas
Texas
$60.1M -$5.2M -30,044 -8%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$58.3M +$534K +3,084 +1%
AAM
49
Ardevora Asset Management
United Kingdom
$54.8M -$1.07M -6,200 -2%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$51.9M -$50.1M -289,392 -51%

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.