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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
NCM
176
Narwhal Capital Management
Georgia
$8.61M +$666K +3,844 +9%
PAMU
177
Pictet Asset Management (UK)
United Kingdom
$8.6M -$381K -2,200 -4%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.59M +$579K +3,342 +8%
CS
179
Candriam SCA
Luxembourg
$8.55M -$1.28M -7,369 -13%
DPIM
180
Duff & Phelps Investment Management
Illinois
$8.54M +$1.92M +11,100 +31%
AIM
181
Achmea Investment Management
Netherlands
$8.49M +$8.13M +46,971 New
PL
182
Perpetual Ltd
Australia
$8.38M -$10.1M -58,101 -56%
Asset Management One
183
Asset Management One
Japan
$8.16M -$606K -3,500 -7%
PPCM
184
Pillar Pacific Capital Management
California
$8.1M +$85.7K +495 +1%
WB
185
WesBanco Bank
West Virginia
$7.85M -$785K -4,536 -9%
LKIM
186
Lawson Kroeker Investment Management
Nebraska
$7.5M -$6.93K -40 -0.1%
MPA
187
Marvin & Palmer Associates
Delaware
$7.32M +$75.3K +435 +1%
WIA
188
Wealthstreet Investment Advisors
Texas
$7.31M -$173K -1,000 -2%
ACI
189
AMP Capital Investors
Australia
$7.29M -$46.2K -267 -0.7%
Royal London Asset Management
190
Royal London Asset Management
United Kingdom
$7.12M -$72.9K -421 -1%
KeyBank National Association
191
KeyBank National Association
Ohio
$7.12M -$266K -1,534 -4%
WG
192
Winton Group
United Kingdom
$7.07M -$1.89M -10,886 -22%
PAM
193
Premier Asset Management
Illinois
$6.97M +$2.69M +15,510 +67%
MA
194
Montag & Associates
Georgia
$6.94M +$201K +1,160 +3%
Retirement Systems of Alabama
195
Retirement Systems of Alabama
Alabama
$6.88M -$450K -2,601 -6%
CWM
196
CIBC World Markets
New York
$6.78M +$189K +1,092 +3%
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$6.76M -$10.3M -59,275 -61%
FP
198
Foundry Partners
Minnesota
$6.68M -$43.3K -250 -0.7%
CTC
199
Central Trust Company
Missouri
$6.65M -$2.6K -15 -0%
SC
200
Shellback Capital
Massachusetts
$6.64M

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.