We are live on ! Find out more
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
GPA
551
Garrison Point Advisors
California
$271K
BFS
552
Bradley Foster & Sargent
Connecticut
$267K +$255K +1,475 New
WC
553
Wexford Capital
Florida
$262K +$51.9K +300 +26%
S
554
Seeyond
France
$261K +$5.02K +29 +2%
IC
555
Inscription Capital
Texas
$261K +$10.4K +60 +4%
GIA
556
Gateway Investment Advisers
Ohio
$256K -$16.1K -93 -6%
PA
557
Profund Advisors
Maryland
$256K -$10.4K -60 -4%
PCMK
558
Paragon Capital Management (Kansas)
Kansas
$255K
WANY
559
Wealthspire Advisors (New York)
New York
$254K -$11.8K -68 -5%
MW
560
Marcum Wealth
Ohio
$254K
CAW
561
Cornerstone Advisors (Washington)
Washington
$254K +$1.39K +8 +0.6%
HCM
562
Heathbridge Capital Management
Ontario, Canada
$253K
CAM
563
Claret Asset Management
Quebec, Canada
$252K -$1.73K -10 -0.7%
FCH
564
Freestone Capital Holdings
Washington
$250K +$239K +1,381 New
CI
565
Conning Inc
Connecticut
$247K +$1.73K +10 +0.7%
SAM
566
Summit Asset Management
Tennessee
$245K
MCG
567
MACRO Consulting Group
New Jersey
$244K -$22K -127 -8%
IMRF
568
Illinois Municipal Retirement Fund
Illinois
$241K +$231K +1,335 New
GWM
569
Geneos Wealth Management
Colorado
$240K
CAPTRUST Financial Advisors
570
CAPTRUST Financial Advisors
North Carolina
$238K +$27.5K +159 +14%
WA
571
WBH Advisory
Maryland
$238K +$228K +1,319 New
WA
572
Wealth Alliance
New York
$237K -$133K -767 -37%
FNBT
573
FineMark National Bank & Trust
Florida
$237K +$226K +1,308 New
ZCM
574
Ziegler Capital Management
Illinois
$237K +$227K +1,312 New
QP
575
Quilter Plc
United Kingdom
$235K +$225K +1,300 New

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.