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KSU

Kansas City Southern
KSU

Delisted

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

605 hedge funds and large institutions have $11.8B invested in Kansas City Southern in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 204 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

46% more call options, than puts

Call options by funds: $116M | Put options by funds: $79.3M

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

10% more capital invested

Capital invested by funds: $10.7B → $11.8B (+$1.12B)

2% more funds holding

Funds holding: 591605 (+14)

2% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 209

Holders
605
Holders Change
+14
Holders Change %
+2.37%
% of All Funds
13.27%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
204
Reduced
209
Closed
52
Calls
$116M
Puts
$79.3M
Net Calls
+$36.5M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$75.8M +$36.1M +289,643 +103%
Bank of America
27
Bank of America
North Carolina
$73.4M -$19M -152,650 -22%
IP
28
Interval Partners
New York
$67.7M +$27.9M +223,665 +78%
AllianceBernstein
29
AllianceBernstein
Tennessee
$64M -$985K -7,901 -2%
UBS Group
30
UBS Group
Switzerland
$63.2M -$9.85M -79,043 -14%
Charles Schwab
31
Charles Schwab
California
$60.8M +$1.61M +12,876 +3%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$59.7M +$6.48M +52,002 +13%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$57.1M +$3.66M +29,352 +7%
MWA
34
Marshall Wace Asia
Hong Kong
$54.9M -$22.8M -182,738 -31%
UBS AM
35
UBS AM
Illinois
$54.7M +$328K +2,630 +0.6%
Goldman Sachs
36
Goldman Sachs
New York
$53.7M +$2.02M +16,210 +4%
Morgan Stanley
37
Morgan Stanley
New York
$49.2M -$2.49M -19,942 -5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$44.2M +$338K +2,713 +0.8%
WorldQuant Millennium Advisors
39
WorldQuant Millennium Advisors
New York
$44M -$18.4M -147,444 -31%
WG
40
Winton Group
United Kingdom
$43.4M +$896K +7,190 +2%
PC
41
Packer & Co
Australia
$43.4M
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$42.8M +$33.2M +266,242 +483%
KCM
43
Kornitzer Capital Management
Kansas
$42.3M -$1.15M -9,236 -3%
PPA
44
Parametric Portfolio Associates
Washington
$41.9M +$2.19M +17,608 +6%
SAM
45
Scopus Asset Management
New York
$41.9M +$33M +265,054 +530%
State of Tennessee, Department of Treasury
46
State of Tennessee, Department of Treasury
Tennessee
$41.8M +$36.3M +291,269 +1,257%
SI
47
Scout Investments
Missouri
$41.5M +$38.9M +312,008 New
RAM
48
RWC Asset Management
United Kingdom
$37.5M +$135K +1,084 +0.4%
PA
49
Pinnacle Associates
New York
$36M -$1.72M -13,797 -5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$35.8M +$1.53M +12,246 +5%

KSU Hedge Fund Activity: Q3 2019 in Review

605 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q3 2019, worth a combined $11.8B — up 10% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new KSU positions and 52 closed out — a net gain of 20 holders — while 204 added to existing stakes and 209 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $115M. The largest seller was Lazard Asset Management, cutting an estimated $107M.

  • 605 institutional investors held Kansas City Southern (KSU) as of Q3 2019, up from 591 in Q2 2019.
  • Funds reported $11.8B of Kansas City Southern stock for Q3 2019, up 10% quarter-over-quarter.
  • 72 funds opened new Kansas City Southern positions in Q3 2019 and 52 closed out, a net change of +20 holders.
  • The largest Kansas City Southern buyer in Q3 2019 was Citadel Advisors, an estimated $115M added.
  • The largest Kansas City Southern seller in Q3 2019 was Lazard Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2019.