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KSU

Kansas City Southern
KSU

Delisted

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

590 hedge funds and large institutions have $9.64B invested in Kansas City Southern in 2018 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 212 increasing their positions, 182 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

31% more call options, than puts

Call options by funds: $151M | Put options by funds: $115M

16% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 182

4% more funds holding

Funds holding: 570590 (+20)

3% less capital invested

Capital invested by funds: $9.93B → $9.64B (-$289M)

Holders
590
Holders Change
+20
Holders Change %
+3.51%
% of All Funds
13.51%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
75
Increased
212
Reduced
182
Closed
49
Calls
$151M
Puts
$115M
Net Calls
+$35.2M
Net Calls Change
+$58.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DLA
76
Douglas Lane & Associates
New York
$20.2M +$726K +6,672 +4%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$20.1M +$25.3K +233 +0.1%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$19.6M +$1.06M +9,747 +6%
PI
79
PGGM Investments
Netherlands
$19.5M
Barclays
80
Barclays
United Kingdom
$18.5M -$664K -6,107 -3%
JP Morgan Chase
81
JP Morgan Chase
New York
$17.9M -$9.32M -85,692 -34%
PI
82
Putnam Investments
Massachusetts
$17.5M +$13M +119,893 +263%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$17.5M -$66K -607 -0.4%
Asset Management One
84
Asset Management One
Japan
$17.4M +$141K +1,298 +0.8%
CFB
85
Cullen/Frost Bankers
Texas
$17.4M -$1.44M -13,234 -7%
Millennium Management
86
Millennium Management
New York
$17.3M -$13.7M -125,691 -43%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$17M -$152K -1,400 -0.9%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$17M -$800K -7,359 -4%
BC
89
Bartlett & Co
Ohio
$16.9M -$800K -7,359 -4%
Principal Financial Group
90
Principal Financial Group
Iowa
$16.6M -$311K -2,860 -2%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$16.4M +$1.12M +10,292 +7%
LCP
92
LGT Capital Partners
Switzerland
$16.4M -$3.54M -32,510 -17%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$16M -$466K -4,284 -3%
TAM
94
Telemark Asset Management
Massachusetts
$15.9M +$16.3M +150,000 New
BSPF
95
British Steel Pension Fund
United Kingdom
$14.8M
Citadel Advisors
96
Citadel Advisors
Florida
$14.7M +$11.5M +106,020 +328%
National Pension Service
97
National Pension Service
South Korea
$14.2M +$14.4M +132,697 +7,146%
GG
98
Gofen & Glossberg
Illinois
$14.1M -$10.9K -100 -0.1%
HP
99
Hosking Partners
United Kingdom
$13.6M +$109K +1,004 +0.8%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$13.3M +$2M +18,406 +17%

KSU Hedge Fund Activity: Q2 2018 in Review

590 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q2 2018, worth a combined $9.64B — down 2.9% from $9.93B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new KSU positions and 49 closed out — a net gain of 26 holders — while 212 added to existing stakes and 182 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $172M. The largest seller was DSM Capital Partners, cutting an estimated $128M.

  • 590 institutional investors held Kansas City Southern (KSU) as of Q2 2018, up from 570 in Q1 2018.
  • Funds reported $9.64B of Kansas City Southern stock for Q2 2018, down 2.9% quarter-over-quarter.
  • 75 funds opened new Kansas City Southern positions in Q2 2018 and 49 closed out, a net change of +26 holders.
  • The largest Kansas City Southern buyer in Q2 2018 was T. Rowe Price Associates, an estimated $172M added.
  • The largest Kansas City Southern seller in Q2 2018 was DSM Capital Partners, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2018.