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KSU

Kansas City Southern
KSU

Delisted

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

570 hedge funds and large institutions have $9.93B invested in Kansas City Southern in 2018 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 213 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.56B → $9.93B (+$364M)

3% less funds holding

Funds holding: 588570 (-18)

12% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 77

20% less call options, than puts

Call options by funds: $96.1M | Put options by funds: $120M

21% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 213

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
570
Holders Change
-18
Holders Change %
-3.06%
% of All Funds
13.06%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
68
Increased
168
Reduced
213
Closed
77
Calls
$96.1M
Puts
$120M
Net Calls
-$23.5M
Net Calls Change
+$359M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$61.8M -$1.49M -13,759 -2%
USAA
27
United Services Automobile Association
Texas
$58M +$29M +267,449 +103%
Morgan Stanley
28
Morgan Stanley
New York
$57.6M -$44.8M -413,506 -44%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$56.2M +$20.1M +185,901 +57%
Two Sigma Investments
30
Two Sigma Investments
New York
$55.6M +$21.8M +201,137 +66%
IAM
31
Impala Asset Management
Florida
$54.4M +$18.2M +167,958 +51%
EVM
32
Eaton Vance Management
Massachusetts
$53.8M +$25.5M +235,115 +92%
Renaissance Technologies
33
Renaissance Technologies
New York
$53.2M -$54M -498,500 -51%
AllianceBernstein
34
AllianceBernstein
Tennessee
$51.6M +$29.8M +275,011 +141%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$49M +$21.7M +200,000 +81%
PA
36
Pinnacle Associates
New York
$48.2M -$1.73M -15,967 -4%
Deutsche Bank
37
Deutsche Bank
Germany
$47.4M -$45.2M -416,776 -49%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$46.7M +$13.5M +124,900 +42%
Ninety One (UK)
39
Ninety One (UK)
United Kingdom
$44.6M -$7.22M -66,608 -14%
GC
40
Guggenheim Capital
Illinois
$43.9M +$3.52M +32,508 +9%
Charles Schwab
41
Charles Schwab
California
$42M +$876K +8,083 +2%
UBS AM
42
UBS AM
Illinois
$40.8M +$5.59M +51,560 +16%
RJA
43
Raymond James & Associates
Florida
$39.9M +$1.92M +17,697 +5%
TCIM
44
TIAA CREF Investment Management
New York
$37.9M -$6.07M -56,037 -14%
UBS Group
45
UBS Group
Switzerland
$36.8M -$8.31M -76,701 -19%
Swiss National Bank
46
Swiss National Bank
Switzerland
$36.5M -$6.34M -58,500 -15%
O
47
OppenheimerFunds
New York
$36.2M -$607K -5,604 -2%
AAM
48
Ardevora Asset Management
United Kingdom
$35.2M +$314K +2,900 +0.9%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$35.2M +$605K +5,582 +2%
Federated Hermes
50
Federated Hermes
Pennsylvania
$34.3M +$18.2M +168,407 +117%

KSU Hedge Fund Activity: Q1 2018 in Review

570 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2018, worth a combined $9.93B — up 3.8% from $9.56B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of KSU and 68 opened new positions — a net loss of 9 holders — while 213 trimmed existing stakes and 168 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $284M. The largest seller was BlackRock, cutting an estimated $266M.

  • 570 institutional investors held Kansas City Southern (KSU) as of Q1 2018, down from 588 in Q4 2017.
  • Funds reported $9.93B of Kansas City Southern stock for Q1 2018, up 3.8% quarter-over-quarter.
  • 68 funds opened new Kansas City Southern positions in Q1 2018 and 77 closed out, a net change of -9 holders.
  • The largest Kansas City Southern buyer in Q1 2018 was T. Rowe Price Associates, an estimated $284M added.
  • The largest Kansas City Southern seller in Q1 2018 was BlackRock, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2018.