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KSU

Kansas City Southern
KSU

Delisted

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

775 hedge funds and large institutions have $22.6B invested in Kansas City Southern in 2021 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 321 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more funds holding in top 10

Funds holding in top 10: 2645 (+19)

7% more capital invested

Capital invested by funds: $21.1B → $22.6B (+$1.42B)

3% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 113

1% less funds holding

Funds holding: 784775 (-9)

33% less call options, than puts

Call options by funds: $498M | Put options by funds: $740M

39% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 321

Holders
775
Holders Change
-9
Holders Change %
-1.15%
% of All Funds
13.49%
Holding in Top 10
45
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+73.08%
% of All Funds
0.78%
New
110
Increased
196
Reduced
321
Closed
113
Calls
$498M
Puts
$740M
Net Calls
-$242M
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
26
Chilton Investment Company
Connecticut
$182M -$19.8M -68,639 -10%
Invesco
27
Invesco
Georgia
$177M -$80M -277,162 -31%
WCMNY
28
Westchester Capital Management (New York)
New York
$158M +$106M +367,842 +196%
N
29
Nuveen
North Carolina
$150M -$112M -387,683 -42%
CS
30
Credit Suisse
Switzerland
$147M -$39.4M -136,531 -21%
Hudson Bay Capital Management
31
Hudson Bay Capital Management
Connecticut
$146M +$103M +357,303 +226%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$145M +$106M +367,482 +256%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$143M -$2.91M -10,087 -2%
FCM
34
Farallon Capital Management
California
$138M +$71M +246,000 +103%
Amundi
35
Amundi
France
$132M +$134M +465,566 New
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$128M +$131M +452,398 New
AAM
37
Alpine Associates Management
Florida
$125M +$91.5M +316,972 +253%
PPA
38
Parametric Portfolio Associates
Washington
$124M +$568K +1,967 +0.5%
Wells Fargo
39
Wells Fargo
California
$122M -$292M -1,011,365 -70%
Deutsche Bank
40
Deutsche Bank
Germany
$122M +$57.9M +200,446 +88%
Charles Schwab
41
Charles Schwab
California
$118M +$2.45M +8,497 +2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$115M -$14.9M -51,624 -11%
UBS AM
43
UBS AM
Illinois
$114M -$18.4M -63,712 -14%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$113M +$40.8M +141,398 +55%
SC
45
Sculptor Capital
New York
$108M +$110M +380,221 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$105M +$3.01M +10,424 +3%
SCM
47
Segantii Capital Management
Hong Kong
$103M +$105M +363,731 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$101M -$113M -389,753 -52%
Kayne Anderson Rudnick Investment Management
49
Kayne Anderson Rudnick Investment Management
California
$93.7M -$44.7M -154,879 -32%
RJA
50
Raymond James & Associates
Florida
$92.9M -$105M -364,738 -53%

KSU Hedge Fund Activity: Q2 2021 in Review

775 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q2 2021, worth a combined $22.6B — up 6.7% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of KSU and 110 opened new positions — a net loss of 3 holders — while 321 trimmed existing stakes and 196 added.

The largest buyer was Davidson Kempner Capital Management, adding an estimated $595M. The largest seller was Massachusetts Financial Services, cutting an estimated $803M.

  • 775 institutional investors held Kansas City Southern (KSU) as of Q2 2021, down from 784 in Q1 2021.
  • Funds reported $22.6B of Kansas City Southern stock for Q2 2021, up 6.7% quarter-over-quarter.
  • 110 funds opened new Kansas City Southern positions in Q2 2021 and 113 closed out, a net change of -3 holders.
  • The largest Kansas City Southern buyer in Q2 2021 was Davidson Kempner Capital Management, an estimated $595M added.
  • The largest Kansas City Southern seller in Q2 2021 was Massachusetts Financial Services, an estimated $803M sold.

Based on aggregated 13F filings for Q2 2021.