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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
13.23%
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
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$61.6M +$14.9M +138,050 +35%
UBS Group
27
UBS Group
Switzerland
$55.4M +$5.99M +55,516 +13%
3CP
28
3G Capital Partners
New York
$52.5M -$13.8M -128,222 -22%
Aberdeen Group
29
Aberdeen Group
United Kingdom
$51.5M +$42.7M +395,064 +802%
Two Sigma Investments
30
Two Sigma Investments
New York
$50.2M +$24.7M +228,501 +112%
Charles Schwab
31
Charles Schwab
California
$49.8M +$1.29M +11,978 +3%
Morgan Stanley
32
Morgan Stanley
New York
$48.7M -$18.4M -170,799 -29%
WorldQuant Millennium Advisors
33
WorldQuant Millennium Advisors
New York
$47M +$4.11M +38,044 +10%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$46.6M -$778K -7,202 -2%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$45.2M -$2.16M -20,000 -5%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$44.2M -$4.7M -43,531 -10%
UBS AM
37
UBS AM
Illinois
$44M -$269K -2,494 -0.7%
O
38
OppenheimerFunds
New York
$43.6M -$8.45M -78,270 -17%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$41.5M +$3.11M +28,778 +9%
Swiss National Bank
40
Swiss National Bank
Switzerland
$39.3M +$777K +7,200 +2%
RAM
41
RWC Asset Management
United Kingdom
$38.2M -$8.28M -76,667 -19%
AllianceBernstein
42
AllianceBernstein
Tennessee
$38.1M -$10.6M -97,819 -23%
PC
43
Packer & Co
Australia
$37.8M
PA
44
Pinnacle Associates
New York
$35.6M -$752K -6,965 -2%
Goldman Sachs
45
Goldman Sachs
New York
$34.6M -$9.39M -86,946 -23%
Fisher Asset Management
46
Fisher Asset Management
Washington
$34M -$781K -7,235 -2%
PPA
47
Parametric Portfolio Associates
Washington
$34M -$594K -5,504 -2%
TA
48
Teachers Advisors
New York
$32.7M +$5.73M +53,108 +23%
WG
49
Winton Group
United Kingdom
$32.7M -$1.75M -16,216 -5%
WRF
50
Waddell & Reed Financial
Kansas
$32.7M -$205K -1,900 -0.7%

KSU Hedge Fund Activity: Q1 2019 in Review

611 of the 4,620 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.