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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
HI
601
Hudock Inc
Pennsylvania
$2K
CFG
602
Citizens Financial Group
Rhode Island
$2K +$1.73K +16 New
CI
603
CX Institutional
Indiana
$2K +$2.27K +21 New
CF
604
Centaurus Financial
California
$1.3K +$2.7K +25 +20%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$1K -$972 -9 -64%
AC
606
Avestar Capital
New York
$1K
MSA
607
Marino Stram & Associates
Massachusetts
$1K +$972 +9 New
HR
608
Howe & Rusling
New York
$1K +$1.19K +11 New
ED
609
Exane Derivatives
France
$348
GT
610
Glenmede Trust
Pennsylvania
$273 -$2.08M -19,292 -89%
AAM
611
Ardevora Asset Management
United Kingdom
-$34.7M -363,820 Closed
Renaissance Technologies
612
Renaissance Technologies
New York
-$27.4M -287,100 Closed
HI
613
Honeywell International
North Carolina
-$9.91M -103,800 Closed
1832 Asset Management
614
1832 Asset Management
Ontario, Canada
-$6.2M -65,000 Closed
WMSA
615
Weiss Multi-Strategy Advisers
New York
-$3.1M -32,500 Closed
Lord, Abbett & Co
616
Lord, Abbett & Co
New Jersey
-$2.4M -25,100 Closed
Teacher Retirement System of Texas
617
Teacher Retirement System of Texas
Texas
-$2.18M -22,871 Closed
RBA
618
Richard Bernstein Advisors
New York
-$1.88M -19,715 Closed
EVC
619
Eidelman Virant Capital
Missouri
-$1.6M -16,800 Closed
WAM
620
Wolverine Asset Management
Illinois
-$1.45M -15,197 Closed
MTCM
621
Mint Tower Capital Management
Netherlands
-$1.18M -10,902 Closed
OTPPB
622
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.01M -10,551 Closed
CIMLRA
623
CBRE Investment Management Listed Real Assets
Pennsylvania
-$841K -8,806 Closed
AI
624
Atria Investments
North Carolina
-$724K -7,581 Closed
SCM
625
Shelton Capital Management
Colorado
-$564K -5,911 Closed

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.