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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
RIM
626
Rampart Investment Management
Connecticut
$58K -$317K -1,828 -85%
T
627
TOBAM
France
$58K +$55.8K +322 New
MAM
628
Meeder Asset Management
Ohio
$56K +$4.33K +25 +9%
QCG
629
Quadrant Capital Group
Ohio
$55K -$6.93K -40 -12%
CCM
630
Covington Capital Management
California
$54K
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$52K +$10.6K +61 +27%
NIC
632
Northwest Investment Counselors
Oregon
$52K +$49.9K +288 New
PFBT
633
Parkside Financial Bank & Trust
Missouri
$50K -$2.25K -13 -5%
EWM
634
Elmwood Wealth Management
California
$45K
HPC
635
HM Payson & Co
Maine
$44K +$7.79K +45 +23%
CAM
636
CenterStar Asset Management
Illinois
$43K
BCA
637
Berman Capital Advisors
Georgia
$43K +$519 +3 +1%
SIM
638
Sonora Investment Management
Arizona
$43K +$35.8K +207 +714%
HIA
639
Harbor Investment Advisory
Maryland
$42K -$4.33K -25 -10%
Parallax Volatility Advisers
640
Parallax Volatility Advisers
California
$41K -$193K -1,115 -83%
BFC
641
Bedel Financial Consulting
Indiana
$40K
HDIM
642
Hanson & Doremus Investment Management
Vermont
$37K
HCA
643
Horan Capital Advisors
Ohio
$37K +$35.8K +207 New
AA
644
AlphaMark Advisors
Kentucky
$36K
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$36K
KC
646
Knuff & Co
California
$36K
MHR
647
Matthew Hamilton Rosenberg
$36K
FHA
648
First Horizon Advisors
Tennessee
$35K -$6.06K -35 -15%
RMC
649
Resources Management Corp
Connecticut
$33K
SWM
650
Sugarloaf Wealth Management
Georgia
$33K

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.