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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
KeyBank National Association
176
KeyBank National Association
Ohio
$4.09M -$122K -1,134 -3%
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$4.07M +$1.39M +12,847 +58%
PCA
178
Private Capital Advisors
Connecticut
$4.03M +$3.76M +34,775 New
CIBC World Market
179
CIBC World Market
Ontario, Canada
$3.71M +$1.12M +10,334 +48%
Daiwa Securities Group
180
Daiwa Securities Group
Japan
$3.69M +$46K +426 +1%
NCM
181
Narwhal Capital Management
Georgia
$3.69M +$617K +5,711 +22%
Neuberger Berman Group
182
Neuberger Berman Group
New York
$3.63M -$161K -1,490 -5%
CIC
183
Cornercap Investment Counsel
Georgia
$3.51M +$3.26M +30,230 New
US Bancorp
184
US Bancorp
Minnesota
$3.44M +$512K +4,745 +19%
CCB
185
Cutter & Co Brokerage
Missouri
$3.43M -$10.2K -94 -0.3%
SOADOR
186
State of Alaska Department of Revenue
Alaska
$3.42M -$10.7K -99 -0.3%
SOMRS
187
State of Michigan Retirement System
Michigan
$3.38M
Federated Hermes
188
Federated Hermes
Pennsylvania
$3.37M +$806K +7,466 +35%
MIM
189
MetLife Investment Management
New Jersey
$3.33M -$42.2K -391 -1%
BCIM
190
British Columbia Investment Management
British Columbia, Canada
$3.29M -$2.9M -26,835 -49%
N
191
Nuveen
North Carolina
$3.27M -$634K -5,869 -17%
RAM
192
Redmond Asset Management
Virginia
$3.12M +$19.7K +182 +0.7%
GH
193
GAM Holding
Switzerland
$3.09M -$4.21K -39 -0.1%
Wellington Management Group
194
Wellington Management Group
Massachusetts
$3.01M -$183K -1,695 -6%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$2.94M -$8.75K -81 -0.3%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$2.93M -$118K -1,096 -4%
HighTower Advisors
197
HighTower Advisors
Illinois
$2.91M +$62.4K +578 +2%
CGM
198
Centenus Global Management
New York
$2.9M +$2.7M +25,000 New
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$2.82M +$91K +843 +4%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$2.73M +$29.6K +274 +1%

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.