Kansas City Southern
KSU
KSU was delisted on the 13th of December, 2021.
484 hedge funds and large institutions have $8.77B invested in Kansas City Southern in 2016 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 149 increasing their positions, 180 reducing their positions, and 51 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
49% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 51
5% more funds holding
Funds holding: 460 → 484 (+24)
0.5% less ownership
Funds ownership: 95.03% → 94.53% (-0.5%)
6% less capital inflows, than outflows
Capital inflows: $1.1B | Capital outflows: $1.17B
17% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 180
24% less call options, than puts
Call options by funds: $40.1M | Put options by funds: $52.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$290M |
| 2 |
Morgan Stanley
New York
|
+$98.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$97.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$42.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Maverick Capital
Dallas,
Texas
|
-$118M |
| 2 |
Sachem Head Capital Management
New York
|
-$113M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$93M |
| 4 |
JP Morgan Chase
New York
|
-$65.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$56.5M |
KSU Hedge Fund Activity: Q1 2016 in Review
484 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q1 2016, worth a combined $8.77B — up 13% from $7.74B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new KSU positions and 51 closed out — a net gain of 25 holders — while 149 added to existing stakes and 180 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $290M. The largest seller was Maverick Capital, cutting an estimated $118M.
- 484 institutional investors held Kansas City Southern (KSU) as of Q1 2016, up from 460 in Q4 2015.
- Funds reported $8.77B of Kansas City Southern stock for Q1 2016, up 13% quarter-over-quarter.
- 76 funds opened new Kansas City Southern positions in Q1 2016 and 51 closed out, a net change of +25 holders.
- The largest Kansas City Southern buyer in Q1 2016 was T. Rowe Price Associates, an estimated $290M added.
- The largest Kansas City Southern seller in Q1 2016 was Maverick Capital, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2016.