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KSU

Kansas City Southern
KSU

Delisted

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

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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: 573 → 611 (+38)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-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
13.22%
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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$272M
2
Lazard Asset Management
Lazard Asset Management
New York
+$139M
3
Bessemer Group
Bessemer Group
New Jersey
+$116M
4
LM
Luminus Management
Texas
+$85.8M
5
MWA
Marshall Wace Asia
Hong Kong
+$67.6M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$662M
2
AAMU
Amundi Asset Management US
Massachusetts
-$54.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.2M
4
AAM
Ardevora Asset Management
United Kingdom
-$34.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
551
Flagship Harbor Advisors
Massachusetts
$19K +$108 +1 +0.6%
LFA
552
Legacy Financial Advisors
Kentucky
$17K +$16.2K +150 New
LC
553
Lindbrook Capital
California
$16K – – –
RCAG
554
Rehmann Capital Advisory Group
Michigan
$14.3K – – –
HCM
555
Hilton Capital Management
New York
$14K – – –
AIA
556
Alera Investment Advisors
Illinois
$14K +$3.89K +36 +44%
AIM
557
Advantage Investment Management
Iowa
$14K +$13.3K +123 New
TFO
558
Tarbox Family Office
California
$13K +$108 +1 +0.9%
AF
559
Advisornet Financial
Minnesota
$12K – – –
APSP
560
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K – – –
CHC
561
City Holding Co
West Virginia
$12K – – –
FWM
562
Focused Wealth Management
New York
$12K – – –
IWA
563
Intercontinental Wealth Advisors
Texas
$12K – – –
LJHT
564
Laurie J. Hall Trustee
$12K – – –
Rockefeller Capital Management
565
Rockefeller Capital Management
New York
$12K +$10.4K +96 +873%
ZB
566
Zions Bancorporation
Utah
$12K +$11.4K +106 New
LC
567
Lavaca Capital
Texas
$10K – – –
BCA
568
Berman Capital Advisors
Georgia
$10K +$756 +7 +8%
RIA
569
Realta Investment Advisors
Delaware
$10K +$9.18K +85 New
GWMIA
570
Global Wealth Management Investment Advisory
Florida
$9K – – –
KPW
571
Kore Private Wealth
New York
$9K – – –
NWM
572
Northwest Wealth Management
Iowa
$9K – – –
PCG
573
Private Capital Group
Connecticut
$9K – – –
WT
574
Whittier Trust
California
$9K +$972 +9 +13%
PCM
575
Peregrine Capital Management
Minnesota
$8K – – –
21 22
23
24 25

KSU Hedge Fund Activity: Q1 2019 in Review

611 of the 4,621 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.