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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
DBRC
476
D.B. Root & Company
Pennsylvania
$492K +$37.7K +201 +9%
PG
477
Pendal Group
Australia
$492K +$46.4K +247 +11%
AWM
478
Avior Wealth Management
Nebraska
$491K
BWM
479
BCGM Wealth Management
Indiana
$491K +$441K +2,348 New
PLFAM
480
Pineno Levin & Ford Asset Management
Virginia
$486K
LB
481
Legacy Bridge
Iowa
$482K
FCCM
482
First City Capital Management
Georgia
$481K -$444K -2,364 -51%
WP
483
WealthShield Partners
North Carolina
$470K -$24.8K -132 -5%
AAM
484
Advisors Asset Management
Colorado
$470K -$17.3K -92 -4%
BCV
485
Banque Cantonale Vaudoise
Switzerland
$469K
PAG
486
Private Advisor Group
New Jersey
$465K -$8.45K -45 -2%
Fiera Capital (Canada)
487
Fiera Capital (Canada)
Quebec, Canada
$464K -$1.13K -6 -0.3%
BFS
488
Bradley Foster & Sargent
Connecticut
$464K +$150K +800 +54%
OQS
489
Occudo Quantitative Strategies
Florida
$461K +$424K +2,256 New
NA
490
NewEdge Advisors
Louisiana
$456K +$376 +2 +0.1%
TRCT
491
Tower Research Capital (TRC)
New York
$452K +$5.63K +30 +1%
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$439K -$72.7K -387 -15%
ST
493
Sabal Trust
Florida
$439K
IA
494
IFP Advisors
Florida
$435K +$32.5K +173 +9%
RA
495
RFG Advisory
Alabama
$430K +$3.94K +21 +1%
CT
496
Chicago Trust
Illinois
$428K +$394K +2,098 New
II
497
Inspire Investing
Idaho
$420K -$6.01K -32 -2%
ACM
498
Allred Capital Management
Texas
$409K -$39.2K -209 -9%
GP
499
Geneva Partners
Wisconsin
$408K -$204K -1,085 -35%
BBA
500
BLB&B Advisors
Pennsylvania
$408K

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.