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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
LC
676
Lindbrook Capital
California
$14K +$8.66K +50 +179%
HR
677
Howe & Rusling
New York
$13K -$1.39K -8 -10%
PCM
678
Peregrine Capital Management
Minnesota
$13K
EARNEST Partners
679
EARNEST Partners
Georgia
$13K +$12.3K +71 New
WT
680
Whittier Trust
California
$13K +$12.8K +74 New
SWA
681
Sutton Wealth Advisors
Florida
$12.8K
EI
682
Ellevest Inc
New York
$12K -$1.91K -11 -15%
EWA
683
Evolution Wealth Advisors
Florida
$12K
ST
684
Smithfield Trust
Pennsylvania
$12K +$1.04K +6 +10%
RE
685
RBC Europe
United Kingdom
$11.2K
TWA
686
TCI Wealth Advisors
Arizona
$10K
GWMIA
687
Global Wealth Management Investment Advisory
Florida
$9K -$4.33K -25 -33%
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.21K -7 -12%
BBHC
689
Brown Brothers Harriman & Co
New York
$9K
TCM
690
Tradewinds Capital Management
Washington
$9K
PFWA
691
Paces Ferry Wealth Advisors
Georgia
$9K +$8.66K +50 New
GWS
692
Glassman Wealth Services
Virginia
$8K +$866 +5 +13%
FHA
693
Flagship Harbor Advisors
Massachusetts
$7K -$8.83K -51 -54%
BWM
694
BerganKDV Wealth Management
Minnesota
$7K
EW
695
Evoke Wealth
California
$7K
ETC
696
Exchange Traded Concepts
Oklahoma
$6K +$2.6K +15 +94%
PB
697
Pinnacle Bancorp
Nebraska
$6K +$5.71K +33 New
VCM
698
Versant Capital Management
Arizona
$5K
ZB
699
Zions Bancorporation
Utah
$5K
IBOK
700
Independence Bank of Kentucky
Kentucky
$5K +$5.2K +30 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.