Kansas City Southern
KSU
KSU was delisted on the 13th of December, 2021.
683 hedge funds and large institutions have $13.4B invested in Kansas City Southern in 2019 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 192 increasing their positions, 229 reducing their positions, and 49 closing their positions.
190% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 49
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
14% more capital invested
Capital invested by funds: $11.8B → $13.4B (+$1.63B)
13% more funds holding
Funds holding: 605 → 683 (+78)
5% less call options, than puts
Call options by funds: $160M | Put options by funds: $168M
16% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 229
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$171M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$118M |
| 3 |
Goldman Sachs
New York
|
+$111M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$83.2M |
| 5 |
JP Morgan Chase
New York
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$278M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$168M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$156M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$105M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$95.1M |
KSU Hedge Fund Activity: Q4 2019 in Review
683 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q4 2019, worth a combined $13.4B — up 14% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new KSU positions and 49 closed out — a net gain of 93 holders — while 192 added to existing stakes and 229 trimmed.
The largest buyer was Nuveen, adding an estimated $171M. The largest seller was Lazard Asset Management, cutting an estimated $278M.
- 683 institutional investors held Kansas City Southern (KSU) as of Q4 2019, up from 605 in Q3 2019.
- Funds reported $13.4B of Kansas City Southern stock for Q4 2019, up 14% quarter-over-quarter.
- 142 funds opened new Kansas City Southern positions in Q4 2019 and 49 closed out, a net change of +93 holders.
- The largest Kansas City Southern buyer in Q4 2019 was Nuveen, an estimated $171M added.
- The largest Kansas City Southern seller in Q4 2019 was Lazard Asset Management, an estimated $278M sold.
Based on aggregated 13F filings for Q4 2019.