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KSU

Kansas City Southern
KSU

Delisted

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

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784 hedge funds and large institutions have $21.1B invested in Kansas City Southern in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 204 increasing their positions, 287 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more funds holding in top 10

Funds holding in top 10: 12 → 26 (+14)

52% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 92

30% more capital invested

Capital invested by funds: $16.3B → $21.1B (+$4.84B)

23% more call options, than puts

Call options by funds: $200M | Put options by funds: $163M

5% more funds holding

Funds holding: 744 → 784 (+40)

29% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 287

Holders
784
Holders Change
+40
Holders Change %
+5.38%
% of All Funds
13.76%
Holding in Top 10
26
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+116.67%
% of All Funds
0.46%
New
140
Increased
204
Reduced
287
Closed
92
Calls
$200M
Puts
$163M
Net Calls
+$36.9M
Net Calls Change
+$69.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$177M
2
MF
Magnetar Financial
Illinois
+$177M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$149M
4
UOC
UBS O'Connor
Illinois
+$141M
5
HI
HBK Investments
Texas
+$115M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$173M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$162M
3
Boston Partners
Boston Partners
Massachusetts
-$159M
4
Citadel Advisors
Citadel Advisors
Florida
-$152M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
801
Aventail Capital Group
New York
– -$6.94M -34,000 Closed
LCP
802
LGT Capital Partners
Switzerland
– -$5.39M -26,400 Closed
NFAM
803
North Fourth Asset Management
New Jersey
– -$5.13M -25,107 Closed
DLCIG
804
D.L. Carlson Investment Group
New Hampshire
– -$4.4M -21,534 Closed
RBA
805
Richard Bernstein Advisors
New York
– -$3.94M -19,331 Closed
SCM
806
Sandler Capital Management
New York
– -$3.56M -17,447 Closed
OLA
807
Oliver Luxxe Assets
New Jersey
– -$3.46M -16,156 Closed
Capital Fund Management (CFM)
808
Capital Fund Management (CFM)
France
– -$2.79M -13,681 Closed
MSA
809
Mason Street Advisors
Wisconsin
– -$2.64M -12,912 Closed
Ensign Peak Advisors
810
Ensign Peak Advisors
Utah
– -$2.58M -12,637 Closed
NIP
811
Nicholas Investment Partners
California
– -$2.38M -11,670 Closed
BA
812
Bridgewater Associates
Connecticut
– -$2.35M -11,527 Closed
CIC
813
Cornercap Investment Counsel
Georgia
– -$1.62M -10,552 Closed
BC
814
Brookfield Corp
Ontario, Canada
– -$2.04M -10,000 Closed
GTCM
815
Gyon Technologies Capital Management
New Jersey
– -$1.91M -9,334 Closed
YIH
816
Y-Intercept (HK)
Hong Kong
– -$1.87M -9,268 Closed
DRS
817
Deane Retirement Strategies
Louisiana
– -$1.84M -8,998 Closed
WCM
818
Weld Capital Management
New York
– -$1.83M -8,978 Closed
WAS
819
WESPAC Advisors SoCal
California
– -$1.67M -8,196 Closed
DWM
820
Dakota Wealth Management
Florida
– -$1.39M -6,806 Closed
CG
821
Cutler Group
California
– -$1.33M -6,500 Closed
HF
822
HRT Financial
New York
– -$1.31M -6,399 Closed
NP
823
Ninepoint Partners
Ontario, Canada
– -$1.02M -4,998 Closed
OAM
824
Optimal Asset Management
California
– -$968K -4,743 Closed
SM
825
SG3 Management
Puerto Rico
– -$817K -4,000 Closed
31 32
33
34 35

KSU Hedge Fund Activity: Q1 2021 in Review

784 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2021, worth a combined $21.1B — up 30% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new KSU positions and 92 closed out — a net gain of 48 holders — while 204 added to existing stakes and 287 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $177M. The largest seller was Nuveen, cutting an estimated $173M.

  • 784 institutional investors held Kansas City Southern (KSU) as of Q1 2021, up from 744 in Q4 2020.
  • Funds reported $21.1B of Kansas City Southern stock for Q1 2021, up 30% quarter-over-quarter.
  • 140 funds opened new Kansas City Southern positions in Q1 2021 and 92 closed out, a net change of +48 holders.
  • The largest Kansas City Southern buyer in Q1 2021 was Morgan Stanley, an estimated $177M added.
  • The largest Kansas City Southern seller in Q1 2021 was Nuveen, an estimated $173M sold.

Based on aggregated 13F filings for Q1 2021.