Kansas City Southern
KSU
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.
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: 5 → 7 (+2)
7% less funds holding
Funds holding: 614 → 573 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$291M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$158M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$89.6M |
| 4 |
Holocene Advisors
New York
|
+$43.9M |
| 5 |
3CP
3G Capital Partners
New York
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$101M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$80.5M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$54.7M |
| 4 |
Morgan Stanley
New York
|
-$41.5M |
| 5 |
MVIP
Mar Vista Investment Partners
Los Angeles,
California
|
-$32.1M |
KSU Hedge Fund Activity: Q4 2018 in Review
573 of the 4,489 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.