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KSU

Kansas City Southern
KSU

Delisted

KSU was delisted on the 13th of December, 2021.

611 hedge funds and large institutions have $10.2B invested in Kansas City Southern in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 223 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $184M | Put options by funds: $79.6M

80% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 54

21% more capital invested

Capital invested by funds: $8.44B → $10.2B (+$1.75B)

7% more funds holding

Funds holding: 573611 (+38)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 223

Holders
611
Holders Change
+38
Holders Change %
+6.63%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
97
Increased
186
Reduced
223
Closed
54
Calls
$184M
Puts
$79.6M
Net Calls
+$105M
Net Calls Change
-$65.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
301
Tredje AP-fonden
Sweden
$1.02M +$948K +8,777 New
HCM
302
Hodges Capital Management
Texas
$1.02M +$32.8K +304 +4%
EGM
303
Engineers Gate Manager
New York
$1.01M +$939K +8,700 New
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$1.01M -$7.78K -72 -0.8%
ICM
305
IMS Capital Management
Oregon
$1M
LTFS
306
Ladenburg Thalmann Financial Services
Florida
$993K +$107K +991 +13%
NMERB
307
New Mexico Educational Retirement Board
New Mexico
$986K -$21.6K -200 -2%
Public Sector Pension Investment Board (PSP Investments)
308
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$976K -$313K -2,900 -26%
NSIM
309
North Star Investment Management
Illinois
$974K -$54K -500 -6%
MERSOM
310
Municipal Employees' Retirement System of Michigan
Michigan
$972K -$146K -1,350 -14%
DIA
311
Dean Investment Associates
Ohio
$963K +$35.9K +332 +4%
ZIG
312
Zurich Insurance Group
Switzerland
$960K +$894K +8,277 New
SLF
313
Sun Life Financial
Ontario, Canada
$950K -$76K -704 -8%
Twin Tree Management
314
Twin Tree Management
Texas
$939K +$874K +8,093 New
BNP Paribas Asset Management
315
BNP Paribas Asset Management
France
$935K -$370K -3,428 -30%
WMG
316
WESCAP Management Group
California
$921K -$73.6K -682 -8%
DADC
317
D.A. Davidson & Co
Montana
$893K +$5.4K +50 +0.5%
M&T Bank
318
M&T Bank
New York
$871K +$17.7K +164 +2%
CIA
319
Cascade Investment Advisors
Oregon
$864K +$804K +7,450 New
AG
320
Advisor Group
Arizona
$843K +$17K +157 +2%
MPM
321
Meritage Portfolio Management
Kansas
$841K -$9.72K -90 -1%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$841K +$16.8K +156 +2%
PAM
323
Panagora Asset Management
Massachusetts
$839K
RG
324
Rikoon Group
New Mexico
$838K -$40.5K -375 -5%
NA
325
Neuburgh Advisers
California
$832K -$1.32M -12,254 -63%

KSU Hedge Fund Activity: Q1 2019 in Review

611 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2019, worth a combined $10.2B — up 21% from $8.44B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new KSU positions and 54 closed out — a net gain of 43 holders — while 186 added to existing stakes and 223 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $272M. The largest seller was T. Rowe Price Associates, cutting an estimated $662M.

  • 611 institutional investors held Kansas City Southern (KSU) as of Q1 2019, up from 573 in Q4 2018.
  • Funds reported $10.2B of Kansas City Southern stock for Q1 2019, up 21% quarter-over-quarter.
  • 97 funds opened new Kansas City Southern positions in Q1 2019 and 54 closed out, a net change of +43 holders.
  • The largest Kansas City Southern buyer in Q1 2019 was Boston Partners, an estimated $272M added.
  • The largest Kansas City Southern seller in Q1 2019 was T. Rowe Price Associates, an estimated $662M sold.

Based on aggregated 13F filings for Q1 2019.