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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
13.22%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
576
PRW Wealth Management
Massachusetts
$8K
SFSIG
577
San Francisco Sentry Investment Group
California
$8K
SIM
578
Sonora Investment Management
Arizona
$8K
TFS
579
TrustCore Financial Services
Tennessee
$8K +$7.78K +72 New
SWA
580
Sutton Wealth Advisors
Florida
$7.77K +$1.19K +11 +20%
RE
581
RBC Europe
United Kingdom
$7.19K
AP
582
Atwood & Palmer
Missouri
$7K
PFO
583
Pathstone Family Office
New Jersey
$6K
TWA
584
TCI Wealth Advisors
Arizona
$6K
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$6K +$432 +4 +9%
QCG
586
Quadrant Capital Group
Ohio
$5K -$5.72K -53 -47%
AWM
587
Arbor Wealth Management
Florida
$5K
MNBTD
588
Moody National Bank Trust Division
Texas
$5K +$4.64K +43 New
SFA
589
Semmax Financial Advisors
North Carolina
$4K -$2.27K -21 -36%
VCM
590
Versant Capital Management
Arizona
$4K -$216 -2 -5%
GWS
591
Glassman Wealth Services
Virginia
$4K +$972 +9 +31%
WEC
592
Winslow Evans & Crocker
Massachusetts
$4K +$3.24K +30 New
FGAM
593
Financial Gravity Asset Management
Texas
$4K +$3.67K +34 New
IFAM
594
Institutional & Family Asset Management
Colorado
$4K +$3.78K +35 New
SHIM
595
Stone House Investment Management
Pennsylvania
$4K +$3.78K +35 New
OWA
596
One Wealth Advisors
California
$4K +$4K +37 New
FCA
597
FinTrust Capital Advisors
South Carolina
$3K
ST
598
Smithfield Trust
Pennsylvania
$3K
FRA
599
Front Row Advisors
California
$3K +$2.38K +22 New
GRP
600
Global Retirement Partners
California
$2K

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.