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KSU

Kansas City Southern
KSU

Delisted

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

459 hedge funds and large institutions have $10.7B invested in Kansas City Southern in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

6% more capital invested

Capital invested by funds: $10.1B → $10.7B (+$638M)

0% more funds holding

Funds holding: 457459 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 173

20% less call options, than puts

Call options by funds: $58.8M | Put options by funds: $73.7M

Holders
459
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
13.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
150
Reduced
173
Closed
36
Calls
$58.8M
Puts
$73.7M
Net Calls
-$14.9M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$11.2M +$174K +1,681 +2%
GIP
102
Granite Investment Partners
California
$11.1M +$563K +5,455 +6%
Barclays
103
Barclays
United Kingdom
$10.4M -$7.58M -73,430 -43%
FCM
104
Frontier Capital Management
Massachusetts
$9.52M -$628K -6,080 -6%
RJA
105
Raymond James & Associates
Florida
$8.86M +$1.58M +15,278 +23%
U
106
UBS
Switzerland
$8.81M +$3.39M +32,813 +67%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$8.63M -$1.16M -11,259 -12%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$8.46M -$162K -1,565 -2%
JGC
109
J. Goldman & Co
New York
$8.32M +$7.99M +77,400 New
HCM
110
Hodges Capital Management
Texas
$8.26M +$1.06M +10,300 +21%
Macquarie Group
111
Macquarie Group
Australia
$7.94M -$707K -6,850 -8%
Nomura Asset Management
112
Nomura Asset Management
Japan
$7.84M
EAM
113
EULAV Asset Management
Florida
$7.82M
KeyBank National Association
114
KeyBank National Association
Ohio
$7.63M -$201K -1,943 -3%
EVM
115
Eaton Vance Management
Massachusetts
$7.27M -$3.92M -37,983 -36%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$7.09M -$417K -4,037 -6%
KBC Group
117
KBC Group
Belgium
$7.09M +$2.53M +24,475 +59%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$7.03M -$83.3K -807 -1%
EA
119
Euclid Advisors
Connecticut
$6.74M -$2.04M -19,780 -24%
WFM
120
Wilmington Funds Management
Delaware
$6.68M +$919K +8,900 +17%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$6.64M -$131K -1,269 -2%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$6.62M -$692K -6,700 -10%
CIC
123
Chilton Investment Company
Connecticut
$6.59M +$6.33M +61,324 New
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$6.54M +$103K +1,000 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
125
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.48M -$11.2M -108,170 -64%

KSU Hedge Fund Activity: Q2 2014 in Review

459 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q2 2014, worth a combined $10.7B — up 6.3% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new KSU positions and 36 closed out — a net gain of 7 holders — while 150 added to existing stakes and 173 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $275M. The largest seller was Artisan Partners, exiting entirely with an estimated $139M sold.

  • 459 institutional investors held Kansas City Southern (KSU) as of Q2 2014, up from 457 in Q1 2014.
  • Funds reported $10.7B of Kansas City Southern stock for Q2 2014, up 6.3% quarter-over-quarter.
  • 43 funds opened new Kansas City Southern positions in Q2 2014 and 36 closed out, a net change of +7 holders.
  • The largest Kansas City Southern buyer in Q2 2014 was Goldman Sachs, an estimated $275M added.
  • The largest Kansas City Southern seller in Q2 2014 was Artisan Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2014.