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KSU

Kansas City Southern
KSU

Delisted

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

640 hedge funds and large institutions have $11.1B invested in Kansas City Southern in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 197 increasing their positions, 265 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 683640 (-43)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

17% less capital invested

Capital invested by funds: $13.4B → $11.1B (-$2.33B)

26% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 265

32% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 118

47% less call options, than puts

Call options by funds: $85.3M | Put options by funds: $161M

Holders
640
Holders Change
-43
Holders Change %
-6.3%
% of All Funds
14.1%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
80
Increased
197
Reduced
265
Closed
118
Calls
$85.3M
Puts
$161M
Net Calls
-$75.6M
Net Calls Change
-$67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B +$38.3M +250,699 +2%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.03B -$121M -795,688 -9%
BlackRock
3
BlackRock
New York
$926M +$25.3M +165,739 +2%
State Street
4
State Street
Massachusetts
$578M +$310K +2,031 +0%
Boston Partners
5
Boston Partners
Massachusetts
$403M -$257M -1,681,343 -35%
N
6
Nuveen
North Carolina
$296M +$82.2M +538,881 +30%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$281M -$8.35M -54,735 -2%
Wells Fargo
8
Wells Fargo
California
$247M -$5.9M -38,648 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$228M +$9.77M +64,039 +4%
Lazard Asset Management
10
Lazard Asset Management
New York
$211M -$27M -177,027 -10%
JP Morgan Chase
11
JP Morgan Chase
New York
$191M +$50.6M +331,863 +28%
Invesco
12
Invesco
Georgia
$184M -$13.7M -89,862 -6%
DZ Bank
13
DZ Bank
Germany
$173M +$205M +1,343,778 +7,883%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$172M -$7.33M -48,024 -3%
Northern Trust
15
Northern Trust
Illinois
$147M -$758K -4,971 -0.4%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$144M -$5.89M -38,583 -3%
Norges Bank
17
Norges Bank
Norway
$130M -$3.32M -21,743 -2%
AllianceBernstein
18
AllianceBernstein
Tennessee
$115M +$51.8M +339,411 +60%
Legal & General Group
19
Legal & General Group
United Kingdom
$105M +$185K +1,212 +0.1%
Franklin Resources
20
Franklin Resources
California
$97.6M +$34.2K +224 +0%
SI
21
Scharf Investments
California
$95.4M -$37.6M -246,266 -25%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$91.8M -$1.5M -9,847 -1%
Bessemer Group
23
Bessemer Group
New Jersey
$89.3M -$73.9M -484,645 -41%
AAMU
24
Amundi Asset Management US
Massachusetts
$83.6M -$12.1M -79,486 -11%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$83.3M +$33.6M +220,508 +51%

KSU Hedge Fund Activity: Q1 2020 in Review

640 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2020, worth a combined $11.1B — down 17% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of KSU and 80 opened new positions — a net loss of 38 holders — while 265 trimmed existing stakes and 197 added.

The largest buyer was DZ Bank, adding an estimated $205M. The largest seller was Boston Partners, cutting an estimated $257M.

  • 640 institutional investors held Kansas City Southern (KSU) as of Q1 2020, down from 683 in Q4 2019.
  • Funds reported $11.1B of Kansas City Southern stock for Q1 2020, down 17% quarter-over-quarter.
  • 80 funds opened new Kansas City Southern positions in Q1 2020 and 118 closed out, a net change of -38 holders.
  • The largest Kansas City Southern buyer in Q1 2020 was DZ Bank, an estimated $205M added.
  • The largest Kansas City Southern seller in Q1 2020 was Boston Partners, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2020.