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KSU

Kansas City Southern
KSU

Delisted

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

513 hedge funds and large institutions have $7.86B invested in Kansas City Southern in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 181 increasing their positions, 180 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $122M | Put options by funds: $78.8M

1% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 180

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $7.93B → $7.86B (-$69.8M)

6% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 68

2% less funds holding

Funds holding: 525513 (-12)

Holders
513
Holders Change
-12
Holders Change %
-2.29%
% of All Funds
12.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
64
Increased
181
Reduced
180
Closed
68
Calls
$122M
Puts
$78.8M
Net Calls
+$42.8M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$26.9M +$7.65M +89,235 +40%
OCAM
52
Onex Canada Asset Management
Ontario, Canada
$26.5M -$3.12M -36,346 -11%
O
53
OppenheimerFunds
New York
$26.1M +$19.2M +224,136 +281%
PC
54
Packer & Co
Australia
$25.7M +$25.7M +299,600 New
TA
55
Teachers Advisors
New York
$25.7M -$48.8M -569,673 -66%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$25.1M -$672K -7,838 -3%
USAA
57
United Services Automobile Association
Texas
$25M +$7.39M +86,170 +42%
DekaBank Deutsche Girozentrale
58
DekaBank Deutsche Girozentrale
Germany
$24.6M +$1.07M +12,452 +5%
KFC
59
Klingenstein Fields & Co
New York
$24.3M +$88.7K +1,035 +0.4%
Bank of America
60
Bank of America
North Carolina
$24.1M +$6.51M +76,005 +37%
PPA
61
Parametric Portfolio Associates
Washington
$23.8M +$8.23K +96 +0%
UBS AM
62
UBS AM
Illinois
$23.8M +$2.16M +25,172 +10%
WRF
63
Waddell & Reed Financial
Kansas
$22.8M -$153M -1,779,827 -87%
RJA
64
Raymond James & Associates
Florida
$22.8M +$3.62M +42,287 +19%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$20.1M -$3.67M -42,799 -15%
Artisan Partners
66
Artisan Partners
Wisconsin
$20M +$10.4M +121,879 +109%
MVIP
67
Mar Vista Investment Partners
California
$20M -$40.7M -475,101 -67%
Luther King Capital Management (LKCM)
68
Luther King Capital Management (LKCM)
Texas
$19.8M +$2.38M +27,715 +14%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$19.4M -$552K -6,441 -3%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$18.9M -$857K -10,000 -4%
AllianceBernstein
71
AllianceBernstein
Tennessee
$18.9M +$1.27M +14,846 +7%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$18.4M -$14.4K -168 -0.1%
BC
73
Bartlett & Co
Ohio
$18.2M -$7.22M -84,229 -28%
HI
74
Honeywell International
North Carolina
$17.9M -$68.6K -800 -0.4%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$17.6M -$1.38M -16,100 -7%

KSU Hedge Fund Activity: Q1 2017 in Review

513 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2017, worth a combined $7.86B — down 0.88% from $7.93B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of KSU and 64 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 181 added.

The largest buyer was BlackRock, adding an estimated $873M. The largest seller was Sands Capital Management, exiting entirely with an estimated $237M sold.

  • 513 institutional investors held Kansas City Southern (KSU) as of Q1 2017, down from 525 in Q4 2016.
  • Funds reported $7.86B of Kansas City Southern stock for Q1 2017, down 0.88% quarter-over-quarter.
  • 64 funds opened new Kansas City Southern positions in Q1 2017 and 68 closed out, a net change of -4 holders.
  • The largest Kansas City Southern buyer in Q1 2017 was BlackRock, an estimated $873M added.
  • The largest Kansas City Southern seller in Q1 2017 was Sands Capital Management, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2017.