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KSU

Kansas City Southern
KSU

Delisted

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

744 hedge funds and large institutions have $16.3B invested in Kansas City Southern in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 226 increasing their positions, 284 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 75

11% more capital invested

Capital invested by funds: $14.6B → $16.3B (+$1.68B)

4% more funds holding

Funds holding: 715744 (+29)

20% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 284

21% less call options, than puts

Call options by funds: $126M | Put options by funds: $158M

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
744
Holders Change
+29
Holders Change %
+4.06%
% of All Funds
13.16%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
115
Increased
226
Reduced
284
Closed
75
Calls
$126M
Puts
$158M
Net Calls
-$32.9M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Scharf Investments
California
$119M -$1.93M -10,260 -2%
Morgan Stanley
27
Morgan Stanley
New York
$118M +$18.8M +100,281 +21%
JP Morgan Chase
28
JP Morgan Chase
New York
$112M +$9.91M +52,754 +11%
AAMU
29
Amundi Asset Management US
Massachusetts
$110M -$28.5M -151,560 -22%
UBS AM
30
UBS AM
Illinois
$102M -$5.9M -31,405 -6%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$94.6M +$391K +2,082 +0.5%
PPA
32
Parametric Portfolio Associates
Washington
$88.1M -$241K -1,284 -0.3%
RCAMU
33
Rothschild & Co Asset Management US
Connecticut
$87.8M +$40.2M +214,105 +99%
Fisher Asset Management
34
Fisher Asset Management
Washington
$85.9M -$1.77M -9,406 -2%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$84.1M +$16.8M +89,221 +28%
Charles Schwab
36
Charles Schwab
California
$83.3M +$9.01K +48 +0%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$80.9M +$3.86M +20,538 +5%
Artisan Partners
38
Artisan Partners
Wisconsin
$79.8M +$73.4M +390,882 New
IP
39
Interval Partners
New York
$76.5M +$46M +244,789 +188%
Teacher Retirement System of Texas
40
Teacher Retirement System of Texas
Texas
$76.2M +$7.65M +40,751 +12%
UBS Group
41
UBS Group
Switzerland
$76.2M +$3.42M +18,220 +5%
Goldman Sachs
42
Goldman Sachs
New York
$75.6M -$5.4M -28,768 -7%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$73.6M +$1.74M +9,240 +3%
Allianz Asset Management
44
Allianz Asset Management
Germany
$72.9M -$1.28M -6,793 -2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$72.7M -$2.54M -13,500 -4%
FCM
46
Farallon Capital Management
California
$72.3M -$7.44M -39,600 -10%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$71.7M -$140M -746,265 -68%
Millennium Management
48
Millennium Management
New York
$70.6M -$76.6M -408,153 -54%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$70.2M -$2.63M -14,014 -4%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$65.9M -$10.4M -55,336 -15%

KSU Hedge Fund Activity: Q4 2020 in Review

744 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q4 2020, worth a combined $16.3B — up 11% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KSU positions and 75 closed out — a net gain of 40 holders — while 226 added to existing stakes and 284 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $129M. The largest seller was Boston Partners, cutting an estimated $158M.

  • 744 institutional investors held Kansas City Southern (KSU) as of Q4 2020, up from 715 in Q3 2020.
  • Funds reported $16.3B of Kansas City Southern stock for Q4 2020, up 11% quarter-over-quarter.
  • 115 funds opened new Kansas City Southern positions in Q4 2020 and 75 closed out, a net change of +40 holders.
  • The largest Kansas City Southern buyer in Q4 2020 was Citadel Advisors, an estimated $129M added.
  • The largest Kansas City Southern seller in Q4 2020 was Boston Partners, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2020.