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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
13.23%
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B +$3.75M +34,740 +0.3%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.15B -$52.2M -483,605 -5%
BlackRock
3
BlackRock
New York
$790M -$14.9M -137,904 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$563M -$662M -6,132,420 -56%
State Street
5
State Street
Massachusetts
$499M +$2.08M +19,265 +0.5%
Lazard Asset Management
6
Lazard Asset Management
New York
$486M +$139M +1,283,020 +44%
Wells Fargo
7
Wells Fargo
California
$294M -$15.9M -146,953 -5%
Boston Partners
8
Boston Partners
Massachusetts
$292M +$272M +2,518,010 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$174M +$21.9M +202,945 +16%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$165M -$634K -5,869 -0.4%
Allianz Asset Management
11
Allianz Asset Management
Germany
$155M -$25.2M -233,783 -15%
Northern Trust
12
Northern Trust
Illinois
$139M +$833K +7,714 +0.6%
SI
13
Scharf Investments
California
$132M +$2.75M +25,468 +2%
Bessemer Group
14
Bessemer Group
New Jersey
$125M +$116M +1,075,328 +145,511%
Norges Bank
15
Norges Bank
Norway
$122M -$1.44M -13,332 -1%
AAMU
16
Amundi Asset Management US
Massachusetts
$99.6M -$54.6M -505,705 -37%
LM
17
Luminus Management
Texas
$92.2M +$85.8M +794,742 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$91.6M +$3.52M +32,633 +4%
Franklin Resources
19
Franklin Resources
California
$87.3M +$4.64K +43 +0%
Legal & General Group
20
Legal & General Group
United Kingdom
$85.2M +$13.4M +124,116 +20%
Bank of America
21
Bank of America
North Carolina
$81.4M -$19M -175,557 -20%
Invesco
22
Invesco
Georgia
$79.6M -$1.69M -15,664 -2%
MWA
23
Marshall Wace Asia
Hong Kong
$72.6M +$67.6M +626,242 New
RJA
24
Raymond James & Associates
Florida
$70.8M +$12.1M +111,699 +22%
USAA
25
United Services Automobile Association
Texas
$69.2M -$711K -6,584 -1%

KSU Hedge Fund Activity: Q1 2019 in Review

611 of the 4,620 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.