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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
AAS
801
Avantax Advisory Services
Texas
-$219K -1,214 Closed
TC
802
Trust Company
Kansas
-$151K -837 Closed
M
803
Mirova
France
-$150K -831 Closed
PFS
804
Prospera Financial Services
Texas
-$96K -529 Closed
Loomis, Sayles & Company
805
Loomis, Sayles & Company
Massachusetts
-$76K -422 Closed
RIM
806
Rampart Investment Management
Connecticut
-$58K -321 Closed
NIC
807
Northwest Investment Counselors
Oregon
-$52K -288 Closed
HCA
808
Horan Capital Advisors
Ohio
-$37K -207 Closed
SXL
809
Summit X LLC
Missouri
-$542 -200 Closed
CIM
810
Centersquare Investment Management
Pennsylvania
-$29K -160 Closed
AIL
811
AGF Investments LLC
Ontario, Canada
-$26K -144 Closed
BWM
812
BNC Wealth Management
Oregon
-$20K -110 Closed
RA
813
Rational Advisors
New York
-$20K -108 Closed
FWM
814
Focused Wealth Management
New York
-$19K -106 Closed
PFWA
815
Paces Ferry Wealth Advisors
Georgia
-$9K -50 Closed
FHA
816
Flagship Harbor Advisors
Massachusetts
-$7K -43 Closed
ETC
817
Exchange Traded Concepts
Oklahoma
-$6K -31 Closed
FFA
818
Founders Financial Alliance
North Carolina
-$2K -9 Closed
CHAM
819
Clear Harbor Asset Management
Connecticut
-$1.45K -8 Closed
RWA
820
Ropes Wealth Advisors
Massachusetts
+$188 +1 New

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.