Kansas City Southern
KSU
KSU was delisted on the 13th of December, 2021.
465 hedge funds and large institutions have $12.1B invested in Kansas City Southern in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 193 reducing their positions, and 35 closing their positions.
89% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 35
50% more call options, than puts
Call options by funds: $51.6M | Put options by funds: $34.3M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
15% more capital invested
Capital invested by funds: $10.5B → $12.1B (+$1.6B)
6% more funds holding
Funds holding: 437 → 465 (+28)
32% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$258M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$157M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$121M |
| 4 |
CM
Castleark Management
Chicago,
Illinois
|
+$65.8M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$104M |
| 2 |
Jennison Associates
New York
|
-$76.9M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$70.5M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$66.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$65M |
KSU Hedge Fund Activity: Q4 2013 in Review
465 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q4 2013, worth a combined $12.1B — up 15% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new KSU positions and 35 closed out — a net gain of 31 holders — while 132 added to existing stakes and 193 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $258M. The largest seller was OppenheimerFunds, cutting an estimated $104M.
- 465 institutional investors held Kansas City Southern (KSU) as of Q4 2013, up from 437 in Q3 2013.
- Funds reported $12.1B of Kansas City Southern stock for Q4 2013, up 15% quarter-over-quarter.
- 66 funds opened new Kansas City Southern positions in Q4 2013 and 35 closed out, a net change of +31 holders.
- The largest Kansas City Southern buyer in Q4 2013 was T. Rowe Price Associates, an estimated $258M added.
- The largest Kansas City Southern seller in Q4 2013 was OppenheimerFunds, an estimated $104M sold.
Based on aggregated 13F filings for Q4 2013.