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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
Deutsche Bank
76
Deutsche Bank
Germany
$28.9M +$2.66M +15,356 +11%
WorldQuant Millennium Advisors
77
WorldQuant Millennium Advisors
New York
$28.5M -$2.83M -16,358 -9%
CTA
78
Carillon Tower Advisers
Florida
$28M -$2.4M -13,846 -8%
National Pension Service
79
National Pension Service
South Korea
$27.9M
Victory Capital Management
80
Victory Capital Management
Texas
$26M -$113K -650 -0.4%
ACM
81
Argent Capital Management
Missouri
$26M -$22.7M -131,286 -48%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$25.9M -$408K -2,357 -2%
Lord, Abbett & Co
83
Lord, Abbett & Co
New Jersey
$25.6M +$19.7M +113,684 +409%
CM
84
Castleark Management
Illinois
$25.3M -$2.06M -11,880 -8%
American Century Companies
85
American Century Companies
Missouri
$25M -$3.67M -21,203 -13%
PI
86
PGGM Investments
Netherlands
$24.7M
Principal Financial Group
87
Principal Financial Group
Iowa
$24.4M -$1.52M -8,801 -6%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$24.3M -$241K -1,390 -1%
BC
89
Bartlett & Co
Ohio
$24.2M -$241K -1,390 -1%
Barclays
90
Barclays
United Kingdom
$24.1M -$1.81M -10,450 -7%
SBH
91
Segall Bryant & Hamill
Illinois
$24M +$641K +3,699 +3%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$24M +$16.3M +94,347 +247%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.9M +$6.17M +35,658 +37%
Citigroup
94
Citigroup
New York
$23.8M +$4M +23,102 +21%
TAM
95
Telemark Asset Management
Massachusetts
$23.5M +$5.19M +30,000 +30%
IP
96
Interval Partners
New York
$23.5M +$22.5M +129,906 New
Mariner
97
Mariner
Kansas
$23.2M +$1.36M +7,846 +7%
MWA
98
Marshall Wace Asia
Hong Kong
$23.2M +$22.2M +128,224 New
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$23.2M -$3.16M -18,245 -12%
AC
100
Athanor Capital
New York
$22.8M +$7.65M +44,202 +54%

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.