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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
SWA
476
SFMG Wealth Advisors
Texas
$651K -$2.55M -8,841 -79%
BFS
477
Bradley Foster & Sargent
Connecticut
$651K -$6.64K -23 -1%
SLF
478
Sun Life Financial
Ontario, Canada
$649K -$589K -2,040 -47%
Los Angeles Capital Management
479
Los Angeles Capital Management
California
$649K
CAN
480
Cetera Advisor Networks
California
$642K +$654K +2,266 New
CSS
481
Cubist Systematic Strategies
Connecticut
$640K +$47.6K +165 +8%
GAM
482
Gotham Asset Management
New York
$639K +$137K +476 +27%
MWA
483
Meridian Wealth Advisors
Texas
$636K -$27.4K -95 -4%
LS
484
Livforsakringsbolaget Skandia
Sweden
$636K +$231K +800 +55%
VIA
485
Vident Investment Advisory
Georgia
$636K +$648K +2,245 New
GAM
486
Grandview Asset Management
Pennsylvania
$629K +$335K +1,162 +110%
B
487
BP
United Kingdom
$612K -$294K -1,019 -32%
PLFAM
488
Pineno Levin & Ford Asset Management
Virginia
$610K -$66.4K -230 -10%
FCCM
489
First City Capital Management
Georgia
$609K
ST
490
Sabal Trust
Florida
$609K
LB
491
Legacy Bridge
Iowa
$602K -$59.2K -205 -9%
GCP
492
GSA Capital Partners
United Kingdom
$600K +$611K +2,117 New
Brown Advisory
493
Brown Advisory
Maryland
$585K -$40.1K -139 -6%
IA
494
IFP Advisors
Florida
$580K +$2.6K +9 +0.4%
HBT
495
Heartland Bank & Trust
Illinois
$567K -$911K -3,157 -61%
TAM
496
Tocqueville Asset Management
New York
$567K -$289K -1,000 -33%
BBA
497
BLB&B Advisors
Pennsylvania
$567K
GP
498
Geneva Partners
Wisconsin
$567K
AIL
499
AGF Investments LLC
Ontario, Canada
$563K +$573K +1,986 New
OPOWM
500
One Plus One Wealth Management
Florida
$555K

KSU Hedge Fund Activity: Q2 2021 in Review

775 of the 5,746 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.