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KSU

Kansas City Southern
KSU

Delisted

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

437 hedge funds and large institutions have $10.5B invested in Kansas City Southern in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 166 increasing their positions, 151 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

4% more funds holding

Funds holding: 421437 (+16)

10% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 151

1% more capital invested

Capital invested by funds: $10.5B → $10.5B (+$62.2M)

7% less call options, than puts

Call options by funds: $30.7M | Put options by funds: $33.1M

Holders
437
Holders Change
+16
Holders Change %
+3.8%
% of All Funds
14.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
48
Increased
166
Reduced
151
Closed
29
Calls
$30.7M
Puts
$33.1M
Net Calls
-$2.45M
Net Calls Change
+$9.69M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.18B +$33.8M +307,602 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$786M +$14.1M +128,169 +2%
Wells Fargo
3
Wells Fargo
California
$606M +$4.86M +44,221 +0.8%
State Street
4
State Street
Massachusetts
$482M +$12.6M +115,050 +3%
WRF
5
Waddell & Reed Financial
Kansas
$359M -$13.4M -121,886 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$332M +$47.2M +429,061 +16%
BIT
7
BlackRock Institutional Trust
California
$316M -$12.7M -115,304 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$297M +$127M +1,154,923 +74%
TCIM
9
TIAA CREF Investment Management
New York
$207M -$1.23M -11,217 -0.6%
Artisan Partners
10
Artisan Partners
Wisconsin
$198M +$85.4M +777,053 +75%
BFA
11
BlackRock Fund Advisors
California
$192M +$6.28M +57,143 +3%
JHIU
12
Janus Henderson Investors US
Colorado
$182M +$47M +427,352 +35%
American Century Companies
13
American Century Companies
Missouri
$182M +$6.36M +57,810 +4%
Northern Trust
14
Northern Trust
Illinois
$172M -$6M -54,590 -3%
O
15
OppenheimerFunds
New York
$167M +$6.7M +60,960 +4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$167M +$19.7M +178,852 +13%
AIM
17
abrdn Investment Management
United Kingdom
$156M +$12.4M +112,445 +9%
SP
18
Sarasin & Partners
United Kingdom
$141M +$27.2M +247,366 +24%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$124M +$2.42M +22,054 +2%
MCM
20
Munder Capital Management
Michigan
$121M +$1.02M +9,247 +0.8%
Franklin Resources
21
Franklin Resources
California
$116M +$1.96M +17,840 +2%
Ameriprise
22
Ameriprise
Minnesota
$103M -$20.9M -190,360 -17%
Jennison Associates
23
Jennison Associates
New York
$102M -$307M -2,793,812 -75%
RIM
24
Rainier Investment Management
Washington
$97.7M +$30.1M +273,890 +44%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$88.8M -$36.4M -331,298 -29%

KSU Hedge Fund Activity: Q3 2013 in Review

437 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q3 2013, worth a combined $10.5B — up 0.59% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new KSU positions and 29 closed out — a net gain of 19 holders — while 166 added to existing stakes and 151 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Jennison Associates, cutting an estimated $307M.

  • 437 institutional investors held Kansas City Southern (KSU) as of Q3 2013, up from 421 in Q2 2013.
  • Funds reported $10.5B of Kansas City Southern stock for Q3 2013, up 0.59% quarter-over-quarter.
  • 48 funds opened new Kansas City Southern positions in Q3 2013 and 29 closed out, a net change of +19 holders.
  • The largest Kansas City Southern buyer in Q3 2013 was Fidelity Investments, an estimated $127M added.
  • The largest Kansas City Southern seller in Q3 2013 was Jennison Associates, an estimated $307M sold.

Based on aggregated 13F filings for Q3 2013.