We are live on ! Find out more
KSU

Kansas City Southern
KSU

Delisted

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

484 hedge funds and large institutions have $8.69B invested in Kansas City Southern in 2016 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

49% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 51

13% more capital invested

Capital invested by funds: $7.71B → $8.69B (+$980M)

5% more funds holding

Funds holding: 460484 (+24)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

24% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $52.6M

Holders
484
Holders Change
+24
Holders Change %
+5.22%
% of All Funds
12.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
76
Increased
150
Reduced
179
Closed
51
Calls
$40.1M
Puts
$52.6M
Net Calls
-$12.5M
Net Calls Change
-$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$79.8M -$3.56M -45,630 -5%
Citadel Advisors
27
Citadel Advisors
Florida
$77.1M -$12.5M -160,676 -15%
Norges Bank
28
Norges Bank
Norway
$74.1M +$915K +11,727 +1%
CAM
29
Coronation Asset Management
South Africa
$65.1M -$915K -11,734 -2%
Fisher Asset Management
30
Fisher Asset Management
Washington
$63.6M -$903K -11,570 -2%
BM
31
Bridger Management
New York
$56.6M
Ameriprise
32
Ameriprise
Minnesota
$54.6M +$42.1M +539,961 +547%
MVIP
33
Mar Vista Investment Partners
California
$51.1M -$1.27M -16,329 -3%
PA
34
Pinnacle Associates
New York
$50M +$873K +11,190 +2%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$48.6M +$13.4M +171,465 +43%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$47.3M +$42.2M +540,391 +3,980%
TGA
37
Trilogy Global Advisors
Florida
$46.2M -$9.55M -122,389 -18%
IAM
38
Impala Asset Management
Florida
$45.9M +$41.9M +537,095 New
Deutsche Bank
39
Deutsche Bank
Germany
$42.1M +$25.7M +329,355 +201%
Franklin Resources
40
Franklin Resources
California
$41.8M -$64.8K -831 -0.2%
JP Morgan Chase
41
JP Morgan Chase
New York
$40.4M -$65.6M -840,912 -64%
Legal & General Group
42
Legal & General Group
United Kingdom
$37.8M +$267K +3,426 +0.8%
SI
43
Scharf Investments
California
$37.4M +$28.1M +360,324 +463%
JGC
44
J. Goldman & Co
New York
$36.7M +$31.1M +398,550 +1,275%
HI
45
Honeywell International
North Carolina
$31.4M +$15.6K +200 +0.1%
BIM
46
BlackRock Investment Management
Delaware
$27.2M +$2.61M +33,402 +12%
BC
47
Bartlett & Co
Ohio
$26.4M -$428K -5,485 -2%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$25.2M +$327K +4,188 +1%
Charles Schwab
49
Charles Schwab
California
$25.1M +$148K +1,897 +0.6%
Fidelity International
50
Fidelity International
Bermuda
$25M +$1.87M +23,945 +9%

KSU Hedge Fund Activity: Q1 2016 in Review

484 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2016, worth a combined $8.69B — up 13% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new KSU positions and 51 closed out — a net gain of 25 holders — while 150 added to existing stakes and 179 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Maverick Capital, cutting an estimated $118M.

  • 484 institutional investors held Kansas City Southern (KSU) as of Q1 2016, up from 460 in Q4 2015.
  • Funds reported $8.69B of Kansas City Southern stock for Q1 2016, up 13% quarter-over-quarter.
  • 76 funds opened new Kansas City Southern positions in Q1 2016 and 51 closed out, a net change of +25 holders.
  • The largest Kansas City Southern buyer in Q1 2016 was T. Rowe Price Associates, an estimated $290M added.
  • The largest Kansas City Southern seller in Q1 2016 was Maverick Capital, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2016.