SCOUT INVESTMENTS, INC.

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Also known as:

  • SCOUT INVESTMENT INC
  • SCOUT INVESTMENT ADVISORS INC

Scout Investments is based out of Kansas City. Scout Investments is a large advisory firm with 244 clients and discretionary assets under management (AUM) of $27,027,822,487 (Form ADV from 2018-10-01). Their last reported 13F filing for Q4 2018 included $3,978,654,000 in managed 13F securities and a top 10 holdings concentration of 19.18%. Scout Investments's largest holding is American Capital Agency Corp. with shares held of 5,889,290. Scout Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 70 13F filings, and 2 13G filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $3.979 Billion
  • Prior Market Value $4.841 Billion
  • New Purchases23 stocks
  • Additional Purchases80 stocks
  • Sold out of41 stocks
  • Reduced holdings in162 stocks
  • Top 10 Holdings % 19.18 %
  • Turnover % [1]:23.88%
  • Turnover Alt % [2]: 39.56 %
  • Time Held Top20:1.55 quarters
  • Time Held Top10:1.50 quarters
  • Time Held All:14.68 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -11.35%
Performance Last 4 Quarters: -3.83%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR/A (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR/A (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR/A (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SCOUT INVESTMENTS, INC.
Classified as Hedge Fund
928 GRAND BLVD
KANSAS CITY MO    64106
Country: United States

Business Phone: 877-726-8842
Fax: 816-391-4277
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: MO
Number of employees: 69
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 244
Amount of client funds and securities by related persons: 2,000,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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SCOUT INVESTMENTS, INC.

ownership team - last updated 2018-05-07
Name Title Start Date Direct/Indirect % Ownership
ISEMAN, ANDREW CEO 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERGER LLC VP AND CHIEF OPERATING OFFICER direct 1999-09-01
SCOUT INVESTMENTS, INC. CHAIRMAN direct 2010-08-01
JANUS CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER direct 2007-02-01 2007-10-09
RK CAPITAL MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2009-02-01 2010-03-19
SCOUT INVESTMENT ADVISORS, INC. CEO, DIRECTOR direct 2010-08-01 2011-01-04
MCKINNEY, DAVID, BRUCE DIRECTOR 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
REAMS ASSET MANAGEMENT CO LLC MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1998-09-01
SCOUT INVESTMENTS, INC. DIRECTOR direct 2012-02-01
REAMS ASSET MANAGEMENT CO LLC MANAGER/PRESIDENT direct 1998-09-01 2005-03-30
ABBOTT, JAMES, COOPER CHAIRMAN 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
AWAD ASSET MANAGEMENT, INC. DIRECTOR direct 2007-09-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PRESIDENT direct 2009-10-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. CHIEF EXECUTIVE OFFICER direct 2010-03-01
EAGLE ASSET MANAGEMENT INC CO-CHIEF OPERATING OFFICER, DIRECTOR direct 2009-10-01
EAGLE ASSET MANAGEMENT INC PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. CO-COO, DIRECTOR direct 2015-06-01
CARILLON TOWER ADVISERS, INC. PRESIDENT, DIRECTOR direct 2016-01-01
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
WILWANT, ERIC, CHRISTIAN DIRECTOR 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
EAGLE BOSTON INVESTMENT MANAGMENT, INC. DIRECTOR direct 2013-12-01
EAGLE ASSET MANAGEMENT INC DIRECTOR CHIEF ADMIN OFFICER direct 2008-10-01
CARILLON TOWER ADVISERS, INC. CHIEF ADMIN OFFICER direct 2015-06-01
CARILLON TOWER ADVISERS, INC. CHIEF ADMIN OFFICER, DIRECTOR direct 2015-06-01
JAMES, COURTLAND, WOLFE DIRECTOR 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
COUGAR GLOBAL INVESTMENTS LIMITED DIRECTOR direct 2015-04-01
EAGLE ASSET MANAGEMENT INC DIRECTOR direct 2016-01-01
EAGLE ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT direct 2016-04-01
CLARIVEST ASSET MANAGEMENT LLC MANAGER direct 2012-12-01
CARILLON TOWER ADVISERS, INC. DIRECTOR direct 2015-10-01
CARILLON TOWER ADVISERS, INC. SHAREHOLDER 11/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
SCOUT INVESTMENTS, INC. SHAREHOLDER direct 2017-11-01
EDWARDS, CHARLES, MICHAEL DIRECTOR 11/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOUT INVESTMENTS, INC. DIRECTOR direct 2017-11-01
Shin, Chang CCO 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOUT INVESTMENTS, INC. CCO direct 2018-02-01
RAYMOND JAMES FINANCIAL, INC. SHAREHOLDER CARILLON TOWER ADVISERS, INC. 12/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
RAYMOND JAMES & ASSOCIATES, INC. HOLDING COMPANY direct 1972-02-01
RAYMOND JAMES FINANCIAL SERVICES, INC. CORPORATION direct 1973-09-01
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC CORPORATION direct 1973-09-01
HERITAGE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE ASSET MANAGEMENT INC SHAREHOLDER direct 1984-07-01
EAGLE BOSTON INVESTMENT MANAGMENT, INC. PARENT OF EAGLE indirect 1984-07-01
RAYMOND JAMES (USA) LTD SHAREHOLDER indirect 2001-01-01
MACDOUGALL INVESTMENT COUNSEL, INC. SHAREHOLDER indirect 2001-01-01
HOWE BARNES CAPITAL MANAGEMENT, INC. SOLE OWNER indirect 2011-04-01
MORGAN KEEGAN & COMPANY, INC. PARENT direct 2012-04-01
MORGAN KEEGAN FUND MANAGEMENT, INC. INDIRECT OWNER indirect 2012-04-01
CLARIVEST ASSET MANAGEMENT LLC SHAREHOLDER indirect 2012-12-01
CARILLON TOWER ADVISERS, INC. SHAREHOLDER direct 2014-12-01
COUGAR GLOBAL INVESTMENTS LIMITED SHAREHOLDER direct 2015-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
COLUMBUS ULTRA LOW DURATION BOND FUND, LLC United States 805-2611965891 Other Private Fund COMMINGLED LLC 100,248,562 1,000,000
COLUMBUS UNCONSTRAINED BOND FUND, LLC United States 805-7710075768 Other Private Fund COMMINGLED LLC 2,213,887,846 1,000,000
COLUMBUS CORE PLUS BOND FUND, LLC United States 805-4414520594 Other Private Fund COMMINGLED LLC 415,457,859 1,000,000

WhaleScore history for SCOUT INVESTMENTS, INC.

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