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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
Carson Wealth (CWM LLC)
676
Carson Wealth (CWM LLC)
Nebraska
$36K
TIAM2
677
Tru Independence Asset Management 2
Oregon
$35K +$31.9K +170 New
CIA
678
CSat Investment Advisory
Michigan
$33K -$85.6K -456 -74%
FHA
679
First Horizon Advisors
Tennessee
$31K -$7.32K -39 -20%
JCM
680
Jacobi Capital Management
Pennsylvania
$31K
VCG
681
Vantage Consulting Group
Virginia
$31K +$28.7K +153 New
GEA
682
Glen Eagle Advisors
New Jersey
$30.6K
HNB
683
Huntington National Bank
Ohio
$30K +$7.51K +40 +38%
HL
684
Harding Loevner
New Jersey
$29K
FHC
685
First Horizon Corporation
Tennessee
$27K -$4.32K -23 -15%
PFA
686
Professional Financial Advisors
Nebraska
$26K
CFA
687
Carroll Financial Associates
North Carolina
$26K +$1.31K +7 +6%
SNT
688
Security National Trust
West Virginia
$24K
CI
689
CX Institutional
Indiana
$24K +$1.31K +7 +6%
TFA
690
Toth Financial Advisory
Virginia
$21K
AF
691
Advisornet Financial
Minnesota
$20K
CHC
692
City Holding Co
West Virginia
$20K
AWG
693
Altus Wealth Group
Colorado
$20K +$18.8K +100 New
ST
694
Smithfield Trust
Pennsylvania
$19K +$4.32K +23 +33%
CCA
695
Column Capital Advisors
Indiana
$17K +$15.6K +83 New
GAM
696
Gemmer Asset Management
California
$16K -$8.83K -47 -37%
BWA
697
BDO Wealth Advisors
Florida
$16K
Jones Financial Companies
698
Jones Financial Companies
Missouri
$16K +$14.6K +78 New
PK
699
Pflug Koory
Nebraska
$15K
WT
700
Whittier Trust
California
$15K

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.