We are live on ! Find out more
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B -$9.79M -89,998 -0.9%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.05B +$59.4M +545,885 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$936M +$172M +1,577,239 +22%
BlackRock
4
BlackRock
New York
$725M -$40.7M -373,902 -5%
State Street
5
State Street
Massachusetts
$445M -$13.4M -123,657 -3%
Wells Fargo
6
Wells Fargo
California
$281M +$6.11M +56,187 +2%
AAMU
7
Amundi Asset Management US
Massachusetts
$204M -$7.33M -67,416 -3%
Allianz Asset Management
8
Allianz Asset Management
Germany
$188M -$39.7M -364,777 -17%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$150M -$511K -4,694 -0.3%
Northern Trust
10
Northern Trust
Illinois
$128M +$2.45M +22,528 +2%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$126M -$8.6M -79,056 -6%
Bank of America
12
Bank of America
North Carolina
$126M +$31.5M +289,457 +32%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$125M +$1.38M +12,671 +1%
Norges Bank
14
Norges Bank
Norway
$113M
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$100M -$30M -275,641 -23%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$88.6M +$2.28M +21,008 +3%
Renaissance Technologies
17
Renaissance Technologies
New York
$86M +$35.6M +327,700 +68%
WRF
18
Waddell & Reed Financial
Kansas
$82.9M +$1.22M +11,238 +1%
SI
19
Scharf Investments
California
$80M -$19M -174,670 -19%
Franklin Resources
20
Franklin Resources
California
$79.8M +$70.7K +650 +0.1%
Morgan Stanley
21
Morgan Stanley
New York
$78.6M +$23.6M +217,309 +41%
Goldman Sachs
22
Goldman Sachs
New York
$70.6M -$63.5M -583,618 -47%
SCM
23
Sirios Capital Management
Massachusetts
$66.2M +$67.9M +624,305 New
Invesco
24
Invesco
Georgia
$66M +$35.5M +326,229 +110%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$63M +$3.11M +28,615 +5%

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.