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KSU

Kansas City Southern
KSU

Delisted

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

504 hedge funds and large institutions have $8.9B invested in Kansas City Southern in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 166 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

10% more call options, than puts

Call options by funds: $99M | Put options by funds: $89.9M

4% more funds holding

Funds holding: 484504 (+20)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$215M)

9% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 182

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
504
Holders Change
+20
Holders Change %
+4.13%
% of All Funds
13.45%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
69
Increased
166
Reduced
182
Closed
44
Calls
$99M
Puts
$89.9M
Net Calls
+$9.09M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$852M +$12.2M +133,749 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$832M -$15.2M -167,473 -2%
State Street
3
State Street
Massachusetts
$369M -$4.76M -52,314 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$323M -$183M -2,015,505 -36%
Wells Fargo
5
Wells Fargo
California
$301M +$99.2M +1,089,873 +48%
Sands Capital Management
6
Sands Capital Management
Virginia
$267M -$10M -109,900 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$262M -$31M -341,045 -10%
Winslow Capital Management
8
Winslow Capital Management
Minnesota
$262M +$264M +2,903,991 New
BIT
9
BlackRock Institutional Trust
California
$253M -$654K -7,184 -0.3%
WRF
10
Waddell & Reed Financial
Kansas
$231M +$30.1M +330,177 +15%
Goldman Sachs
11
Goldman Sachs
New York
$206M -$149M -1,641,912 -42%
BFA
12
BlackRock Fund Advisors
California
$187M -$2.37M -26,074 -1%
AIM
13
abrdn Investment Management
United Kingdom
$148M -$5.92M -65,046 -4%
SP
14
Stockbridge Partners
Massachusetts
$118M -$5.19K -57 -0%
TCIM
15
TIAA CREF Investment Management
New York
$113M +$2.19M +24,053 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$108M +$17.5M +191,963 +19%
BG
17
BlackRock Group
United Kingdom
$108M +$6.06M +66,620 +6%
Northern Trust
18
Northern Trust
Illinois
$105M -$264K -2,904 -0.2%
Morgan Stanley
19
Morgan Stanley
New York
$102M -$367M -4,030,990 -78%
HCM
20
Highfields Capital Management
Massachusetts
$101M
SGA
21
Sustainable Growth Advisers
Connecticut
$100M -$25.7M -282,880 -20%
TA
22
Teachers Advisors
New York
$91M +$3.49M +38,343 +4%
Millennium Management
23
Millennium Management
New York
$87M +$83.1M +913,473 +1,742%
Norges Bank
24
Norges Bank
Norway
$85.9M +$7.82M +85,963 +10%
BA
25
BlackRock Advisors
Delaware
$83.3M -$1.91M -20,993 -2%

KSU Hedge Fund Activity: Q2 2016 in Review

504 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q2 2016, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new KSU positions and 44 closed out — a net gain of 25 holders — while 166 added to existing stakes and 182 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $264M. The largest seller was Morgan Stanley, cutting an estimated $367M.

  • 504 institutional investors held Kansas City Southern (KSU) as of Q2 2016, up from 484 in Q1 2016.
  • Funds reported $8.9B of Kansas City Southern stock for Q2 2016, up 2.5% quarter-over-quarter.
  • 69 funds opened new Kansas City Southern positions in Q2 2016 and 44 closed out, a net change of +25 holders.
  • The largest Kansas City Southern buyer in Q2 2016 was Winslow Capital Management, an estimated $264M added.
  • The largest Kansas City Southern seller in Q2 2016 was Morgan Stanley, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2016.