Kansas City Southern
KSU
KSU was delisted on the 13th of December, 2021.
640 hedge funds and large institutions have $11.1B invested in Kansas City Southern in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 197 increasing their positions, 265 reducing their positions, and 118 closing their positions.
6% less funds holding
Funds holding: 683 → 640 (-43)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
17% less capital invested
Capital invested by funds: $13.4B → $11.1B (-$2.33B)
26% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 265
32% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 118
47% less call options, than puts
Call options by funds: $85.3M | Put options by funds: $161M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$205M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$82.2M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
+$69.2M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
+$63.3M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$62.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$257M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$121M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$102M |
| 4 |
Goldman Sachs
New York
|
-$89.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$75.2M |
KSU Hedge Fund Activity: Q1 2020 in Review
640 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2020, worth a combined $11.1B — down 17% from $13.4B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of KSU and 80 opened new positions — a net loss of 38 holders — while 265 trimmed existing stakes and 197 added.
The largest buyer was DZ Bank, adding an estimated $205M. The largest seller was Boston Partners, cutting an estimated $257M.
- 640 institutional investors held Kansas City Southern (KSU) as of Q1 2020, down from 683 in Q4 2019.
- Funds reported $11.1B of Kansas City Southern stock for Q1 2020, down 17% quarter-over-quarter.
- 80 funds opened new Kansas City Southern positions in Q1 2020 and 118 closed out, a net change of -38 holders.
- The largest Kansas City Southern buyer in Q1 2020 was DZ Bank, an estimated $205M added.
- The largest Kansas City Southern seller in Q1 2020 was Boston Partners, an estimated $257M sold.
Based on aggregated 13F filings for Q1 2020.