Kansas City Southern
KSU
KSU was delisted on the 13th of December, 2021.
525 hedge funds and large institutions have $7.93B invested in Kansas City Southern in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 69 closing their positions.
39% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 69
18% more call options, than puts
Call options by funds: $119M | Put options by funds: $101M
3% more funds holding
Funds holding: 509 → 525 (+16)
1% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 175
10% less capital invested
Capital invested by funds: $8.85B → $7.93B (-$919M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$327M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$86.5M |
| 3 |
JP Morgan Chase
New York
|
+$78.3M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$72.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$243M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$238M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$131M |
| 4 |
Goldman Sachs
New York
|
-$125M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
KSU Hedge Fund Activity: Q4 2016 in Review
525 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q4 2016, worth a combined $7.93B — down 10% from $8.85B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new KSU positions and 69 closed out — a net gain of 27 holders — while 174 added to existing stakes and 175 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $327M. The largest seller was T. Rowe Price Associates, cutting an estimated $243M.
- 525 institutional investors held Kansas City Southern (KSU) as of Q4 2016, up from 509 in Q3 2016.
- Funds reported $7.93B of Kansas City Southern stock for Q4 2016, down 10% quarter-over-quarter.
- 96 funds opened new Kansas City Southern positions in Q4 2016 and 69 closed out, a net change of +27 holders.
- The largest Kansas City Southern buyer in Q4 2016 was Capital World Investors, an estimated $327M added.
- The largest Kansas City Southern seller in Q4 2016 was T. Rowe Price Associates, an estimated $243M sold.
Based on aggregated 13F filings for Q4 2016.