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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
AA
751
ALPS Advisors
Colorado
-$249K -1,669 Closed
WTB
752
Washington Trust Bank
Washington
-$239K -1,600 Closed
ALAM
753
Asahi Life Asset Management
Japan
-$219K -1,470 Closed
PCS
754
Personal CFO Solutions
New Jersey
-$215K -1,443 Closed
SIM
755
Sadoff Investment Management
Wisconsin
-$209K -1,400 Closed
C
756
Cerebellum
California
-$116K -1,099 Closed
AWM
757
Apollon Wealth Management
South Carolina
-$157K -1,049 Closed
CIA
758
ClearBridge Investments (Australia)
Australia
-$154K -1,029 Closed
Lazard Asset Management
759
Lazard Asset Management
New York
-$107K -717 Closed
SF
760
Synovus Financial
Georgia
-$80K -533 Closed
MIP
761
Mondrian Investment Partners
United Kingdom
-$57K -380 Closed
FANJ
762
Financial Architects (New Jersey)
New Jersey
-$43K -290 Closed
LWM
763
Liberty Wealth Management
California
-$33K -221 Closed
BFIM
764
Beese Fulmer Investment Management
Ohio
-$26K -175 Closed
EWP
765
Engrave Wealth Partners
Texas
-$22K -150 Closed
HMS
766
Hanseatic Management Services
New Mexico
-$10K -69 Closed
SCA
767
Stonebridge Capital Advisors
Minnesota
-$9K -60 Closed
SQA
768
Simon Quick Advisors
New Jersey
-$7K -50 Closed
KPW
769
Kore Private Wealth
New York
-$7K -47 Closed
PA
770
Procyon Advisors
Connecticut
-$6K -42 Closed
CAN
771
Cetera Advisor Networks
California
-$6K -39 Closed
FRA
772
Front Row Advisors
California
-$5K -32 Closed
BL
773
Balentine LLC
Georgia
-$5K -31 Closed
FWM
774
Filbrandt Wealth Management
Wisconsin
-$4K -26 Closed
BGIM
775
Brandywine Global Investment Management
Pennsylvania
-$4K -24 Closed

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.