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KSU

Kansas City Southern
KSU

Delisted

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

457 hedge funds and large institutions have $10.1B invested in Kansas City Southern in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 164 increasing their positions, 158 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $239M | Put options by funds: $147M

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 158

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

2% less funds holding

Funds holding: 465457 (-8)

17% less capital invested

Capital invested by funds: $12.1B → $10.1B (-$2.07B)

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
457
Holders Change
-8
Holders Change %
-1.72%
% of All Funds
13.2%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.03%
New
74
Increased
164
Reduced
158
Closed
77
Calls
$239M
Puts
$147M
Net Calls
+$91.9M
Net Calls Change
+$74.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.35B +$29.5M +285,791 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$772M +$24.4M +236,508 +3%
State Street
3
State Street
Massachusetts
$450M -$24.1M -234,158 -5%
WRF
4
Waddell & Reed Financial
Kansas
$339M -$38.4M -372,792 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$330M +$38.4M +372,761 +13%
JP Morgan Chase
6
JP Morgan Chase
New York
$328M +$24.1M +233,274 +8%
Wells Fargo
7
Wells Fargo
California
$305M -$367M -3,561,969 -54%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$297M +$135M +1,310,127 +82%
BIT
9
BlackRock Institutional Trust
California
$287M +$1.94M +18,783 +0.7%
AIM
10
abrdn Investment Management
United Kingdom
$240M +$108M +1,046,242 +80%
BFA
11
BlackRock Fund Advisors
California
$202M +$12.3M +119,370 +6%
Viking Global Investors
12
Viking Global Investors
Connecticut
$188M +$190M +1,837,625 New
Sands Capital Management
13
Sands Capital Management
Virginia
$182M +$184M +1,786,400 New
BC
14
Brookfield Corp
Ontario, Canada
$168M +$170M +1,646,400 New
Franklin Resources
15
Franklin Resources
California
$166M +$51.7M +501,050 +45%
TCIM
16
TIAA CREF Investment Management
New York
$160M -$26M -252,029 -14%
Northern Trust
17
Northern Trust
Illinois
$146M -$14.5M -140,876 -9%
Artisan Partners
18
Artisan Partners
Wisconsin
$139M -$75.8M -735,221 -35%
PIM
19
Perkins Investment Management
Illinois
$126M +$65.2M +632,187 +104%
American Century Companies
20
American Century Companies
Missouri
$125M -$40.4M -391,668 -24%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$118M +$57.1M +553,648 +92%
SONJCPFA
22
State of New Jersey Common Pension Fund A
New Jersey
$114M +$21.1M +205,000 +23%
JHIU
23
Janus Henderson Investors US
Colorado
$113M +$125K +1,210 +0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$107M -$2.34M -22,677 -2%
MCM
25
Munder Capital Management
Michigan
$106M -$4.59M -44,467 -4%

KSU Hedge Fund Activity: Q1 2014 in Review

457 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2014, worth a combined $10.1B — down 17% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of KSU and 74 opened new positions — a net loss of 3 holders — while 158 trimmed existing stakes and 164 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $190M. The largest seller was Wells Fargo, cutting an estimated $367M.

  • 457 institutional investors held Kansas City Southern (KSU) as of Q1 2014, down from 465 in Q4 2013.
  • Funds reported $10.1B of Kansas City Southern stock for Q1 2014, down 17% quarter-over-quarter.
  • 74 funds opened new Kansas City Southern positions in Q1 2014 and 77 closed out, a net change of -3 holders.
  • The largest Kansas City Southern buyer in Q1 2014 was Viking Global Investors, an estimated $190M added.
  • The largest Kansas City Southern seller in Q1 2014 was Wells Fargo, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2014.