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KSU

Kansas City Southern
KSU

Delisted

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

460 hedge funds and large institutions have $7.71B invested in Kansas City Southern in 2015 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 171 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% less call options, than puts

Call options by funds: $86.1M | Put options by funds: $88.6M

6% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 171

5% less funds holding

Funds holding: 483460 (-23)

15% less capital invested

Capital invested by funds: $9.07B → $7.71B (-$1.36B)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 81

Holders
460
Holders Change
-23
Holders Change %
-4.76%
% of All Funds
12.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
62
Increased
161
Reduced
171
Closed
81
Calls
$86.1M
Puts
$88.6M
Net Calls
-$2.56M
Net Calls Change
-$47M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$73.2M +$3.32M +38,839 +4%
SGA
27
Sustainable Growth Advisers
Connecticut
$65.5M +$56.9M +666,241 +315%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$65M -$728K -8,519 -1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$64M +$15.7M +183,408 +27%
Norges Bank
30
Norges Bank
Norway
$63.9M -$516K -6,042 -0.7%
TA
31
Teachers Advisors
New York
$58.5M +$38.5M +450,645 +135%
CAM
32
Coronation Asset Management
South Africa
$57.7M +$21.9M +256,603 +50%
Jennison Associates
33
Jennison Associates
New York
$54M -$6.58M -76,987 -10%
Fisher Asset Management
34
Fisher Asset Management
Washington
$52.8M -$275K -3,224 -0.5%
TGA
35
Trilogy Global Advisors
Florida
$49.5M +$29.5M +345,601 +109%
BM
36
Bridger Management
New York
$49.4M +$56.6M +662,207 New
BA
37
BlackRock Advisors
Delaware
$46.3M -$11.9M -138,713 -18%
MVIP
38
Mar Vista Investment Partners
California
$45.8M +$543K +6,356 +1%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$43.3M -$20.5M -240,000 -29%
PA
40
Pinnacle Associates
New York
$42.8M -$2.28M -26,678 -4%
CBOA
41
Commonwealth Bank of Australia
Australia
$40.9M -$1.58M -18,531 -3%
CRM
42
Cramer Rosenthal McGlynn
Connecticut
$39.4M +$45.1M +527,855 New
JHIU
43
Janus Henderson Investors US
Colorado
$38.8M -$67.5M -790,619 -60%
Franklin Resources
44
Franklin Resources
California
$36.6M -$58.4M -683,522 -58%
VanEck Associates
45
VanEck Associates
New York
$34.4M +$39.3M +460,194 New
Legal & General Group
46
Legal & General Group
United Kingdom
$32.7M +$436K +5,104 +1%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$29.7M +$19.7M +231,162 +139%
Viking Global Investors
48
Viking Global Investors
Connecticut
$28M -$232M -2,715,561 -88%
HI
49
Honeywell International
North Carolina
$27.4M +$8.54K +100 +0%
BC
50
Bartlett & Co
Ohio
$23.5M -$191K -2,236 -0.7%

KSU Hedge Fund Activity: Q4 2015 in Review

460 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q4 2015, worth a combined $7.71B — down 15% from $9.07B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of KSU and 62 opened new positions — a net loss of 19 holders — while 171 trimmed existing stakes and 161 added.

The largest buyer was Wellington Management Group, adding an estimated $321M. The largest seller was Viking Global Investors, cutting an estimated $232M.

  • 460 institutional investors held Kansas City Southern (KSU) as of Q4 2015, down from 483 in Q3 2015.
  • Funds reported $7.71B of Kansas City Southern stock for Q4 2015, down 15% quarter-over-quarter.
  • 62 funds opened new Kansas City Southern positions in Q4 2015 and 81 closed out, a net change of -19 holders.
  • The largest Kansas City Southern buyer in Q4 2015 was Wellington Management Group, an estimated $321M added.
  • The largest Kansas City Southern seller in Q4 2015 was Viking Global Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2015.