Kansas City Southern
KSU
KSU was delisted on the 13th of December, 2021.
686 hedge funds and large institutions have $12.7B invested in Kansas City Southern in 2020 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 206 increasing their positions, 263 reducing their positions, and 58 closing their positions.
88% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 58
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
14% more capital invested
Capital invested by funds: $11.1B → $12.7B (+$1.61B)
7% more funds holding
Funds holding: 640 → 686 (+46)
12% less call options, than puts
Call options by funds: $137M | Put options by funds: $155M
22% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 263
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$324M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$91.8M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$79.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$75.3M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$43.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$233M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$176M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$150M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$77.2M |
| 5 |
JP Morgan Chase
New York
|
-$66.6M |
KSU Hedge Fund Activity: Q2 2020 in Review
686 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q2 2020, worth a combined $12.7B — up 14% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new KSU positions and 58 closed out — a net gain of 51 holders — while 206 added to existing stakes and 263 trimmed.
The largest buyer was Parnassus Investments, opening a new position worth an estimated $324M. The largest seller was Lazard Asset Management, cutting an estimated $233M.
- 686 institutional investors held Kansas City Southern (KSU) as of Q2 2020, up from 640 in Q1 2020.
- Funds reported $12.7B of Kansas City Southern stock for Q2 2020, up 14% quarter-over-quarter.
- 109 funds opened new Kansas City Southern positions in Q2 2020 and 58 closed out, a net change of +51 holders.
- The largest Kansas City Southern buyer in Q2 2020 was Parnassus Investments, an estimated $324M added.
- The largest Kansas City Southern seller in Q2 2020 was Lazard Asset Management, an estimated $233M sold.
Based on aggregated 13F filings for Q2 2020.