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KSU

Kansas City Southern
KSU

Delisted

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

733 hedge funds and large institutions have $22.4B invested in Kansas City Southern in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 214 increasing their positions, 299 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

1% less capital invested

Capital invested by funds: $22.6B → $22.4B (-$135M)

5% less funds holding

Funds holding: 775733 (-42)

28% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 299

33% less call options, than puts

Call options by funds: $146M | Put options by funds: $218M

40% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 84

Holders
733
Holders Change
-42
Holders Change %
-5.42%
% of All Funds
12.83%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.82%
New
50
Increased
214
Reduced
299
Closed
84
Calls
$146M
Puts
$218M
Net Calls
-$71.9M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
26
Westchester Capital Management (New York)
New York
$203M +$54.4M +195,451 +35%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$195M -$26.1M -93,677 -11%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$195M +$2.94M +10,575 +1%
SGCM
29
Sand Grove Capital Management
United Kingdom
$178M +$105M +377,578 +136%
CIC
30
Chilton Investment Company
Connecticut
$176M +$1.79M +6,435 +1%
MF
31
Magnetar Financial
Illinois
$172M +$7.61M +27,342 +4%
PAM
32
PSquared Asset Management
Switzerland
$161M +$76.7M +275,600 +86%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$138M +$1.7M +6,095 +1%
OPU
34
Omni Partners US
California
$136M +$127M +454,871 +952%
Citadel Advisors
35
Citadel Advisors
Florida
$135M -$51.5M -184,864 -27%
Amundi
36
Amundi
France
$131M +$5.36M +19,245 +4%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$131M +$110M +395,600 +449%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$129M +$21.8M +78,256 +20%
CS
39
Credit Suisse
Switzerland
$126M -$14.3M -51,303 -10%
TCA
40
Taconic Capital Advisors
New York
$124M -$123M -441,295 -49%
WIC
41
Water Island Capital
New York
$123M +$44M +158,037 +53%
PPA
42
Parametric Portfolio Associates
Washington
$118M -$134K -483 -0.1%
American Century Companies
43
American Century Companies
Missouri
$114M +$115M +412,619 +4,288%
Charles Schwab
44
Charles Schwab
California
$113M +$1.1M +3,942 +0.9%
Invesco
45
Invesco
Georgia
$110M -$60M -215,429 -35%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$110M +$51.2M +183,893 +82%
UBS AM
47
UBS AM
Illinois
$109M -$353K -1,267 -0.3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$102M +$5.98M +21,475 +6%
Swiss National Bank
49
Swiss National Bank
Switzerland
$97.3M -$3.04M -10,900 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$96.9M -$42.6M -153,041 -30%

KSU Hedge Fund Activity: Q3 2021 in Review

733 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q3 2021, worth a combined $22.4B — down 0.6% from $22.6B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of KSU and 50 opened new positions — a net loss of 34 holders — while 299 trimmed existing stakes and 214 added.

The largest buyer was UBS O'Connor, adding an estimated $631M. The largest seller was Davidson Kempner Capital Management, cutting an estimated $328M.

  • 733 institutional investors held Kansas City Southern (KSU) as of Q3 2021, down from 775 in Q2 2021.
  • Funds reported $22.4B of Kansas City Southern stock for Q3 2021, down 0.6% quarter-over-quarter.
  • 50 funds opened new Kansas City Southern positions in Q3 2021 and 84 closed out, a net change of -34 holders.
  • The largest Kansas City Southern buyer in Q3 2021 was UBS O'Connor, an estimated $631M added.
  • The largest Kansas City Southern seller in Q3 2021 was Davidson Kempner Capital Management, an estimated $328M sold.

Based on aggregated 13F filings for Q3 2021.