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KSU

Kansas City Southern
KSU

Delisted

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

573 hedge funds and large institutions have $8.44B invested in Kansas City Southern in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 189 increasing their positions, 218 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $250M | Put options by funds: $79.9M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

7% less funds holding

Funds holding: 614573 (-41)

13% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 218

17% less capital invested

Capital invested by funds: $10.1B → $8.44B (-$1.71B)

35% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 103

Holders
573
Holders Change
-41
Holders Change %
-6.68%
% of All Funds
12.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
67
Increased
189
Reduced
218
Closed
103
Calls
$250M
Puts
$79.9M
Net Calls
+$170M
Net Calls Change
-$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$40.5M -$19.5M -191,937 -31%
UBS Group
27
UBS Group
Switzerland
$40.3M -$8.12M -80,031 -16%
Axa
28
Axa
France
$40.2M -$3.2M -31,550 -7%
Charles Schwab
29
Charles Schwab
California
$39.8M +$1.36M +13,417 +3%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$39.1M +$10.2M +100,000 +32%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$39.1M +$7.46M +73,483 +22%
RAM
32
RWC Asset Management
United Kingdom
$38.7M +$3.3M +32,456 +9%
Deutsche Bank
33
Deutsche Bank
Germany
$37.9M +$12.2M +120,206 +43%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$37.6M +$7.13M +70,262 +22%
Goldman Sachs
35
Goldman Sachs
New York
$36.8M -$30.8M -303,795 -44%
UBS AM
36
UBS AM
Illinois
$36.5M +$78.3K +771 +0.2%
SCM
37
Sirios Capital Management
Massachusetts
$35.4M -$3.61M -35,582 -9%
SO
38
STRS Ohio
Ohio
$35.4M -$868K -8,550 -2%
WorldQuant Millennium Advisors
39
WorldQuant Millennium Advisors
New York
$35M +$8.87M +87,388 +31%
AAM
40
Ardevora Asset Management
United Kingdom
$34.7M +$5.66M +55,800 +18%
Adage Capital Partners
41
Adage Capital Partners
Massachusetts
$32.4M -$629K -6,200 -2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$31.7M +$457K +4,500 +1%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$31.4M +$33.4M +328,801 New
PC
44
Packer & Co
Australia
$31.1M +$2.71M +26,690 +9%
PA
45
Pinnacle Associates
New York
$30M -$1.46M -14,347 -4%
AQR Capital Management
46
AQR Capital Management
Connecticut
$29.1M -$17.1M -168,634 -36%
Fisher Asset Management
47
Fisher Asset Management
Washington
$28.7M +$796K +7,845 +3%
PPA
48
Parametric Portfolio Associates
Washington
$28.5M -$3.84M -37,806 -11%
WG
49
Winton Group
United Kingdom
$28.4M +$2.82M +27,822 +10%
Renaissance Technologies
50
Renaissance Technologies
New York
$27.4M +$447K +4,400 +2%

KSU Hedge Fund Activity: Q4 2018 in Review

573 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q4 2018, worth a combined $8.44B — down 17% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of KSU and 67 opened new positions — a net loss of 36 holders — while 218 trimmed existing stakes and 189 added.

The largest buyer was Lazard Asset Management, adding an estimated $291M. The largest seller was Nomura Holdings, cutting an estimated $101M.

  • 573 institutional investors held Kansas City Southern (KSU) as of Q4 2018, down from 614 in Q3 2018.
  • Funds reported $8.44B of Kansas City Southern stock for Q4 2018, down 17% quarter-over-quarter.
  • 67 funds opened new Kansas City Southern positions in Q4 2018 and 103 closed out, a net change of -36 holders.
  • The largest Kansas City Southern buyer in Q4 2018 was Lazard Asset Management, an estimated $291M added.
  • The largest Kansas City Southern seller in Q4 2018 was Nomura Holdings, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2018.