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KSU

Kansas City Southern
KSU

Delisted

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

483 hedge funds and large institutions have $12.2B invested in Kansas City Southern in 2014 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 165 increasing their positions, 161 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $44.2M

7% more funds holding

Funds holding: 451483 (+32)

2% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 161

0% more capital invested

Capital invested by funds: $12.2B → $12.2B (+$18.5M)

Holders
483
Holders Change
+32
Holders Change %
+7.1%
% of All Funds
12.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
68
Increased
165
Reduced
161
Closed
29
Calls
$50.5M
Puts
$44.2M
Net Calls
+$6.33M
Net Calls Change
-$5.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$23.3M
GGHC
77
Gilder Gagnon Howe & Co
New York
$21.5M -$69.5K -581 -0.3%
USAA
78
United Services Automobile Association
Texas
$21M +$5.11M +42,700 +33%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$20.2M -$316K -2,640 -2%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$20.1M -$347K -2,900 -2%
WJA
81
Williams Jones & Associates
New York
$19.6M +$204K +1,704 +1%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$18.6M -$231K -1,935 -1%
Deutsche Bank
83
Deutsche Bank
Germany
$18.5M -$35.4M -295,711 -66%
MTB
84
Mizuho Trust & Banking
Japan
$18.4M +$677K +5,658 +4%
Prudential Financial
85
Prudential Financial
New Jersey
$18.1M -$114K -950 -0.6%
SCM
86
Sirios Capital Management
Massachusetts
$17.7M -$18.9M -157,780 -52%
AIMCA
87
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.4M
TG
88
TCW Group
California
$17.2M -$1.8M -15,052 -10%
KFC
89
Klingenstein Fields & Co
New York
$17.2M -$59.8K -500 -0.4%
KCM
90
Kornitzer Capital Management
Kansas
$17.2M +$36.5K +305 +0.2%
Principal Financial Group
91
Principal Financial Group
Iowa
$16.9M +$1.14M +9,570 +7%
Barclays
92
Barclays
United Kingdom
$16.8M +$6.75M +56,460 +69%
BJ
93
BlackRock Japan
Japan
$15.9M +$1.29M +10,759 +9%
CIC
94
Chilton Investment Company
Connecticut
$15.4M +$7.76M +64,874 +106%
KBC Group
95
KBC Group
Belgium
$14.5M +$12.5M +104,654 +739%
GG
96
Gofen & Glossberg
Illinois
$14M -$179K -1,494 -1%
MSA
97
Mason Street Advisors
Wisconsin
$13.3M -$744K -6,223 -5%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$12.7M -$20.9K -175 -0.2%
Swiss National Bank
99
Swiss National Bank
Switzerland
$12.5M -$371K -3,100 -3%
First Trust Advisors
100
First Trust Advisors
Illinois
$12.3M +$12M +100,505 New

KSU Hedge Fund Activity: Q4 2014 in Review

483 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q4 2014, worth a combined $12.2B — up 0.15% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new KSU positions and 29 closed out — a net gain of 39 holders — while 165 added to existing stakes and 161 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $179M. The largest seller was Viking Global Investors, cutting an estimated $126M.

  • 483 institutional investors held Kansas City Southern (KSU) as of Q4 2014, up from 451 in Q3 2014.
  • Funds reported $12.2B of Kansas City Southern stock for Q4 2014, up 0.15% quarter-over-quarter.
  • 68 funds opened new Kansas City Southern positions in Q4 2014 and 29 closed out, a net change of +39 holders.
  • The largest Kansas City Southern buyer in Q4 2014 was Goldman Sachs, an estimated $179M added.
  • The largest Kansas City Southern seller in Q4 2014 was Viking Global Investors, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2014.