We are live on ! Find out more
KSU

Kansas City Southern
KSU

Delisted

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

614 hedge funds and large institutions have $10.1B invested in Kansas City Southern in 2018 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 190 increasing their positions, 224 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $329M | Put options by funds: $106M

67% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 45

5% more capital invested

Capital invested by funds: $9.64B → $10.1B (+$506M)

4% more funds holding

Funds holding: 590614 (+24)

15% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 224

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
614
Holders Change
+24
Holders Change %
+4.07%
% of All Funds
14.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
75
Increased
190
Reduced
224
Closed
45
Calls
$329M
Puts
$106M
Net Calls
+$223M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$10.8K +95 +0%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.08B -$37.4M -328,705 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.07B +$68.5M +601,071 +7%
BlackRock
4
BlackRock
New York
$779M +$4.62M +40,533 +0.6%
State Street
5
State Street
Massachusetts
$494M +$18.5M +162,538 +4%
Wells Fargo
6
Wells Fargo
California
$303M +$1.9M +16,639 +0.6%
AAMU
7
Amundi Asset Management US
Massachusetts
$216M -$2.92M -25,658 -1%
Allianz Asset Management
8
Allianz Asset Management
Germany
$170M -$31.2M -273,531 -15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$160M -$874K -7,668 -0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$137M +$3.19M +28,032 +2%
Northern Trust
11
Northern Trust
Illinois
$133M -$3.85M -33,797 -3%
Nomura Holdings
12
Nomura Holdings
Japan
$123M +$120M +1,052,130 +34,473%
WRF
13
Waddell & Reed Financial
Kansas
$122M +$33.6M +294,928 +38%
Norges Bank
14
Norges Bank
Norway
$121M
Bank of America
15
Bank of America
North Carolina
$114M -$20.4M -179,448 -15%
Morgan Stanley
16
Morgan Stanley
New York
$113M +$29.4M +257,695 +35%
SI
17
Scharf Investments
California
$94.1M +$8.65M +75,957 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$93.6M -$1.12M -9,860 -1%
Franklin Resources
19
Franklin Resources
California
$85.3M +$84.3K +740 +0.1%
Goldman Sachs
20
Goldman Sachs
New York
$78.1M +$2.64M +23,202 +3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$69.8M -$37.4M -328,653 -35%
Invesco
22
Invesco
Georgia
$69.8M -$787K -6,905 -1%
AllianceBernstein
23
AllianceBernstein
Tennessee
$68.2M +$19.9M +174,554 +41%
USAA
24
United Services Automobile Association
Texas
$66.6M +$5.85M +51,362 +10%
Legal & General Group
25
Legal & General Group
United Kingdom
$65.9M +$1.46M +12,808 +2%

KSU Hedge Fund Activity: Q3 2018 in Review

614 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q3 2018, worth a combined $10.1B — up 5.2% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new KSU positions and 45 closed out — a net gain of 30 holders — while 190 added to existing stakes and 224 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $120M. The largest seller was D.E. Shaw & Co, cutting an estimated $98.5M.

  • 614 institutional investors held Kansas City Southern (KSU) as of Q3 2018, up from 590 in Q2 2018.
  • Funds reported $10.1B of Kansas City Southern stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 75 funds opened new Kansas City Southern positions in Q3 2018 and 45 closed out, a net change of +30 holders.
  • The largest Kansas City Southern buyer in Q3 2018 was Nomura Holdings, an estimated $120M added.
  • The largest Kansas City Southern seller in Q3 2018 was D.E. Shaw & Co, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2018.