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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
AG
151
Aperio Group
California
$12.9M -$372K -1,982 -3%
PHAM
152
Pacific Heights Asset Management
California
$12.9M +$939K +5,000 +9%
Connor, Clark & Lunn Investment Management (CC&L)
153
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.8M +$9.84M +52,416 +506%
Canada Pension Plan Investment Board
154
Canada Pension Plan Investment Board
Ontario, Canada
$12.6M -$7.8M -41,513 -40%
SAM
155
Scopus Asset Management
New York
$12.2M +$11.3M +60,000 New
WT
156
Washington Trust
Rhode Island
$12.1M -$10.1K -54 -0.1%
First Trust Advisors
157
First Trust Advisors
Illinois
$11.8M -$10.4M -55,474 -49%
State of New Jersey Common Pension Fund D
158
State of New Jersey Common Pension Fund D
New Jersey
$11.7M -$518K -2,756 -5%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.7M +$1.82M +9,692 +20%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$11.1M +$479K +2,550 +5%
BB
161
Busey Bank
Illinois
$11M +$233K +1,243 +2%
NCM
162
Narwhal Capital Management
Georgia
$10.9M +$1.09M +5,814 +12%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$10.8M +$4.56M +24,271 +85%
AQR Capital Management
164
AQR Capital Management
Connecticut
$10.6M +$3.99M +21,245 +69%
GLA
165
Great Lakes Advisors
Illinois
$10.4M +$136K +723 +1%
VC
166
Vestor Capital
Illinois
$10.4M +$178K +949 +2%
Korea Investment Corp
167
Korea Investment Corp
South Korea
$10.4M +$4.77M +25,400 +99%
Two Sigma Advisers
168
Two Sigma Advisers
New York
$10.1M +$9.33M +49,700 New
EVM
169
Eaton Vance Management
Massachusetts
$10.1M -$17.7K -94 -0.2%
MPA
170
Marvin & Palmer Associates
Delaware
$10.1M +$1.72M +9,170 +23%
AIM
171
Achmea Investment Management
Netherlands
$9.81M +$206K +1,098 +2%
Public Sector Pension Investment Board (PSP Investments)
172
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.67M -$2.45M -13,056 -22%
SOADOR
173
State of Alaska Department of Revenue
Alaska
$9.51M -$361K -1,920 -4%
Calamos Advisors
174
Calamos Advisors
Illinois
$9.49M +$8.73M +46,500 New
PAMU
175
Pictet Asset Management (UK)
United Kingdom
$9.49M -$207K -1,100 -2%

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.