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KSU

Kansas City Southern
KSU

Delisted

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

614 hedge funds and large institutions have $10.1B invested in Kansas City Southern in 2018 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 190 increasing their positions, 224 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $329M | Put options by funds: $106M

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

5% more capital invested

Capital invested by funds: $9.64B → $10.1B (+$506M)

4% more funds holding

Funds holding: 590614 (+24)

15% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 224

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
614
Holders Change
+24
Holders Change %
+4.07%
% of All Funds
14.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
75
Increased
190
Reduced
224
Closed
45
Calls
$329M
Puts
$106M
Net Calls
+$223M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$60M +$15.6M +137,085 +35%
UBS Group
27
UBS Group
Switzerland
$56.9M +$12.6M +110,964 +28%
AQR Capital Management
28
AQR Capital Management
Connecticut
$53.6M -$10.1M -88,761 -16%
O
29
OppenheimerFunds
New York
$51.6M +$13.5M +118,500 +35%
Axa
30
Axa
France
$51.3M +$8.16M +71,600 +19%
SCM
31
Sirios Capital Management
Massachusetts
$46.1M -$24.8M -217,690 -35%
Charles Schwab
32
Charles Schwab
California
$45.7M +$92.8K +815 +0.2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$45.3M +$33.4M +293,045 +275%
UBS AM
34
UBS AM
Illinois
$43.2M -$272K -2,388 -0.6%
SO
35
STRS Ohio
Ohio
$42.9M -$87.7K -770 -0.2%
RAM
36
RWC Asset Management
United Kingdom
$42.3M +$4.77M +41,892 +13%
CS
37
Credit Suisse
Switzerland
$41M +$9.62M +84,431 +30%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$39.2M +$15.1M +132,200 +62%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$38.6M +$24.3M +212,911 +169%
PPA
40
Parametric Portfolio Associates
Washington
$38.1M +$5.35M +46,985 +16%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$38M -$442K -3,880 -1%
PA
42
Pinnacle Associates
New York
$37.2M -$5.54M -48,636 -13%
Swiss National Bank
43
Swiss National Bank
Switzerland
$37.1M -$1.52M -13,300 -4%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$36.6M -$98.5M -864,300 -73%
TA
45
Teachers Advisors
New York
$35.8M -$3.76M -33,025 -9%
First Trust Advisors
46
First Trust Advisors
Illinois
$35.3M +$4.8M +42,136 +16%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$35.1M -$21.1M -185,000 -37%
AAM
48
Ardevora Asset Management
United Kingdom
$34.9M -$843K -7,400 -2%
PC
49
Packer & Co
Australia
$33.9M
Fisher Asset Management
50
Fisher Asset Management
Washington
$33.2M -$31M -272,222 -48%

KSU Hedge Fund Activity: Q3 2018 in Review

614 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q3 2018, worth a combined $10.1B — up 5.2% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new KSU positions and 45 closed out — a net gain of 30 holders — while 190 added to existing stakes and 224 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $120M. The largest seller was D.E. Shaw & Co, cutting an estimated $98.5M.

  • 614 institutional investors held Kansas City Southern (KSU) as of Q3 2018, up from 590 in Q2 2018.
  • Funds reported $10.1B of Kansas City Southern stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 75 funds opened new Kansas City Southern positions in Q3 2018 and 45 closed out, a net change of +30 holders.
  • The largest Kansas City Southern buyer in Q3 2018 was Nomura Holdings, an estimated $120M added.
  • The largest Kansas City Southern seller in Q3 2018 was D.E. Shaw & Co, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2018.