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KSU

Kansas City Southern
KSU

Delisted

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

513 hedge funds and large institutions have $7.86B invested in Kansas City Southern in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 181 increasing their positions, 180 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $122M | Put options by funds: $78.8M

1% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 180

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $7.93B → $7.86B (-$69.8M)

6% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 68

2% less funds holding

Funds holding: 525513 (-12)

Holders
513
Holders Change
-12
Holders Change %
-2.29%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
64
Increased
181
Reduced
180
Closed
68
Calls
$122M
Puts
$78.8M
Net Calls
+$42.8M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
ID
301
Integral Derivatives
New York
$705K -$437K -5,100 -38%
KB
302
Kimelman & Baird
New York
$686K
CAM
303
Capstone Asset Management
Texas
$682K -$5.14K -60 -0.7%
COPPSERS
304
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$678K +$149K +1,744 +28%
HB
305
Homrich & Berg
Georgia
$673K
MERSOM
306
Municipal Employees' Retirement System of Michigan
Michigan
$666K
PL
307
Plancorp LLC
Missouri
$656K
AB
308
Amalgamated Bank
New York
$648K +$37.2K +434 +6%
SAM
309
Shell Asset Management
Netherlands
$647K +$14.9K +174 +2%
SIM
310
Sentry Investment Management
Wisconsin
$639K -$31.3K -365 -5%
MPM
311
Meritage Portfolio Management
Kansas
$622K
GCA
312
Gideon Capital Advisors
New York
$616K -$109K -1,270 -15%
CG
313
Cutler Group
California
$607K +$100K +1,171 +20%
CWM
314
Concert Wealth Management
California
$598K +$2.06K +24 +0.3%
NB
315
Norinchukin Bank
Japan
$594K +$34.6K +404 +6%
KRS
316
Kentucky Retirement Systems
Kentucky
$586K -$83.1K -969 -12%
GIA
317
Gateway Investment Advisers
Ohio
$581K -$58.4K -681 -9%
SC
318
Saturna Capital
Washington
$570K
LSERS
319
Louisiana State Employees Retirement System
Louisiana
$566K -$17.1K -200 -3%
CT
320
Coastline Trust
Rhode Island
$566K
HCM
321
Heathbridge Capital Management
Ontario, Canada
$566K +$8.57K +100 +2%
FCM
322
Flinton Capital Management
Pennsylvania
$554K +$78.7K +918 +17%
RCM
323
Riverhead Capital Management
Delaware
$549K +$69K +805 +14%
FAM
324
Formidable Asset Management
Ohio
$544K -$10.7K -125 -2%
LMGAM
325
Liberty Mutual Group Asset Management
Massachusetts
$540K -$187K -2,187 -26%

KSU Hedge Fund Activity: Q1 2017 in Review

513 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2017, worth a combined $7.86B — down 0.88% from $7.93B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of KSU and 64 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 181 added.

The largest buyer was BlackRock, adding an estimated $873M. The largest seller was Sands Capital Management, exiting entirely with an estimated $237M sold.

  • 513 institutional investors held Kansas City Southern (KSU) as of Q1 2017, down from 525 in Q4 2016.
  • Funds reported $7.86B of Kansas City Southern stock for Q1 2017, down 0.88% quarter-over-quarter.
  • 64 funds opened new Kansas City Southern positions in Q1 2017 and 68 closed out, a net change of -4 holders.
  • The largest Kansas City Southern buyer in Q1 2017 was BlackRock, an estimated $873M added.
  • The largest Kansas City Southern seller in Q1 2017 was Sands Capital Management, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2017.