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KSU

Kansas City Southern
KSU

Delisted

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

451 hedge funds and large institutions have $12.2B invested in Kansas City Southern in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $62.6M

14% more capital invested

Capital invested by funds: $10.7B → $12.2B (+$1.5B)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 459451 (-8)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

18% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 174

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
13.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
142
Reduced
174
Closed
40
Calls
$74.4M
Puts
$62.6M
Net Calls
+$11.8M
Net Calls Change
+$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.41B -$30.9M -270,787 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$956M +$21.2M +186,295 +2%
State Street
3
State Street
Massachusetts
$550M -$2M -17,520 -0.4%
Viking Global Investors
4
Viking Global Investors
Connecticut
$516M +$140M +1,227,485 +41%
WRF
5
Waddell & Reed Financial
Kansas
$454M +$45.3M +397,595 +12%
Goldman Sachs
6
Goldman Sachs
New York
$422M -$19.5M -170,597 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$417M +$698K +6,118 +0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$366M -$32.2M -281,940 -9%
BIT
9
BlackRock Institutional Trust
California
$346M -$460K -4,038 -0.1%
AIM
10
abrdn Investment Management
United Kingdom
$340M +$39.1M +343,275 +14%
Wells Fargo
11
Wells Fargo
California
$334M -$61.7M -541,089 -16%
BFA
12
BlackRock Fund Advisors
California
$292M +$21.5M +188,869 +9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$254M +$18.6M +163,459 +8%
Sands Capital Management
14
Sands Capital Management
Virginia
$226M +$6.97M +61,125 +3%
Ameriprise
15
Ameriprise
Minnesota
$193M +$29.2M +256,314 +19%
JHIU
16
Janus Henderson Investors US
Colorado
$186M +$76.1M +667,093 +77%
Franklin Resources
17
Franklin Resources
California
$176M -$7.56M -66,269 -4%
Northern Trust
18
Northern Trust
Illinois
$164M -$8.4M -73,645 -5%
BC
19
Brookfield Corp
Ontario, Canada
$164M -$42.7M -374,545 -22%
TCIM
20
TIAA CREF Investment Management
New York
$152M -$28.5M -249,970 -17%
PIM
21
Perkins Investment Management
Illinois
$150M -$564K -4,944 -0.4%
SP
22
Sarasin & Partners
United Kingdom
$149M -$2.02M -17,717 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$131M +$1.67M +14,630 +1%
American Century Companies
24
American Century Companies
Missouri
$125M -$10.1M -88,182 -8%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$112M -$24.7M -216,655 -19%

KSU Hedge Fund Activity: Q3 2014 in Review

451 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q3 2014, worth a combined $12.2B — up 14% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of KSU and 35 opened new positions — a net loss of 5 holders — while 174 trimmed existing stakes and 142 added.

The largest buyer was Viking Global Investors, adding an estimated $140M. The largest seller was Norges Bank, cutting an estimated $83M.

  • 451 institutional investors held Kansas City Southern (KSU) as of Q3 2014, down from 459 in Q2 2014.
  • Funds reported $12.2B of Kansas City Southern stock for Q3 2014, up 14% quarter-over-quarter.
  • 35 funds opened new Kansas City Southern positions in Q3 2014 and 40 closed out, a net change of -5 holders.
  • The largest Kansas City Southern buyer in Q3 2014 was Viking Global Investors, an estimated $140M added.
  • The largest Kansas City Southern seller in Q3 2014 was Norges Bank, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2014.