We are live on ! Find out more
KSU

Kansas City Southern
KSU

Delisted

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

525 hedge funds and large institutions have $7.93B invested in Kansas City Southern in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 69

18% more call options, than puts

Call options by funds: $119M | Put options by funds: $101M

3% more funds holding

Funds holding: 509525 (+16)

1% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 175

10% less capital invested

Capital invested by funds: $8.85B → $7.93B (-$919M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
525
Holders Change
+16
Holders Change %
+3.14%
% of All Funds
13.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
96
Increased
174
Reduced
175
Closed
69
Calls
$119M
Puts
$101M
Net Calls
+$17.7M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$82.3M +$4.36M +49,486 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$78M +$762K +8,640 +0.9%
TA
28
Teachers Advisors
New York
$73.7M -$20.3M -230,601 -21%
Renaissance Technologies
29
Renaissance Technologies
New York
$64.3M +$28.1M +319,300 +73%
Citadel Advisors
30
Citadel Advisors
Florida
$63.9M +$49.9M +565,655 +303%
Millennium Management
31
Millennium Management
New York
$62.8M -$23.5M -266,532 -26%
MVIP
32
Mar Vista Investment Partners
California
$60.1M +$334K +3,787 +0.5%
Fisher Asset Management
33
Fisher Asset Management
Washington
$59.7M +$1.72M +19,492 +3%
Allianz Asset Management
34
Allianz Asset Management
Germany
$58.8M +$31.4M +356,596 +106%
JHIU
35
Janus Henderson Investors US
Colorado
$57.3M +$39.3M +445,706 +194%
SI
36
Scharf Investments
California
$55.9M -$500K -5,678 -0.9%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$53.2M +$467K +5,297 +0.9%
Morgan Stanley
38
Morgan Stanley
New York
$51.9M -$24.8M -281,367 -32%
Goldman Sachs
39
Goldman Sachs
New York
$50.6M -$125M -1,421,488 -70%
PA
40
Pinnacle Associates
New York
$46.8M -$1.34M -15,195 -3%
Deutsche Bank
41
Deutsche Bank
Germany
$46.8M +$4.49M +50,986 +10%
Alyeska Investment Group
42
Alyeska Investment Group
Illinois
$44.1M -$25.3M -287,122 -36%
Legal & General Group
43
Legal & General Group
United Kingdom
$44M +$2.03M +23,010 +5%
Franklin Resources
44
Franklin Resources
California
$38.4M -$970K -11,005 -2%
BM
45
Bridger Management
New York
$38.2M
BIM
46
BlackRock Investment Management
Delaware
$38M +$6.45M +73,127 +20%
TGA
47
Trilogy Global Advisors
Florida
$36M -$4.33M -49,144 -10%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$31M +$15.4M +175,000 +92%
GC
49
Guggenheim Capital
Illinois
$30M +$7.88M +89,429 +34%
OC
50
Oakmont Corp
California
$30M +$4.94M +56,018 +19%

KSU Hedge Fund Activity: Q4 2016 in Review

525 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q4 2016, worth a combined $7.93B — down 10% from $8.85B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new KSU positions and 69 closed out — a net gain of 27 holders — while 174 added to existing stakes and 175 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $327M. The largest seller was T. Rowe Price Associates, cutting an estimated $243M.

  • 525 institutional investors held Kansas City Southern (KSU) as of Q4 2016, up from 509 in Q3 2016.
  • Funds reported $7.93B of Kansas City Southern stock for Q4 2016, down 10% quarter-over-quarter.
  • 96 funds opened new Kansas City Southern positions in Q4 2016 and 69 closed out, a net change of +27 holders.
  • The largest Kansas City Southern buyer in Q4 2016 was Capital World Investors, an estimated $327M added.
  • The largest Kansas City Southern seller in Q4 2016 was T. Rowe Price Associates, an estimated $243M sold.

Based on aggregated 13F filings for Q4 2016.