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KSU

Kansas City Southern
KSU

Delisted

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

509 hedge funds and large institutions have $8.85B invested in Kansas City Southern in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 176 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

1% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 174

1% more funds holding

Funds holding: 504509 (+5)

1% less capital invested

Capital invested by funds: $8.9B → $8.85B (-$52.8M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

38% less call options, than puts

Call options by funds: $52.4M | Put options by funds: $85M

Holders
509
Holders Change
+5
Holders Change %
+0.99%
% of All Funds
13.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
52
Increased
176
Reduced
174
Closed
42
Calls
$52.4M
Puts
$85M
Net Calls
-$32.7M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$900M +$18.6M +196,133 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$750M -$113M -1,194,217 -13%
State Street
3
State Street
Massachusetts
$397M +$15.3M +162,009 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$326M -$9.09M -95,953 -3%
Wells Fargo
5
Wells Fargo
California
$288M -$23.9M -252,337 -8%
Sands Capital Management
6
Sands Capital Management
Virginia
$267M -$9.57M -101,000 -3%
BIT
7
BlackRock Institutional Trust
California
$264M +$2.83M +29,885 +1%
Winslow Capital Management
8
Winslow Capital Management
Minnesota
$252M -$19.6M -207,355 -7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$229M -$43.8M -462,131 -16%
WRF
10
Waddell & Reed Financial
Kansas
$218M -$21.3M -224,391 -9%
BFA
11
BlackRock Fund Advisors
California
$206M +$12.6M +132,673 +6%
Goldman Sachs
12
Goldman Sachs
New York
$188M -$25M -264,263 -12%
BG
13
BlackRock Group
United Kingdom
$126M +$13.7M +144,871 +12%
SGA
14
Sustainable Growth Advisers
Connecticut
$122M +$18.7M +197,376 +18%
Ameriprise
15
Ameriprise
Minnesota
$121M +$35.7M +377,292 +41%
BA
16
BlackRock Advisors
Delaware
$121M +$34.8M +367,708 +40%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$120M +$7.82M +82,580 +7%
Northern Trust
18
Northern Trust
Illinois
$112M +$3.23M +34,136 +3%
SP
19
Stockbridge Partners
Massachusetts
$106M -$16.8M -177,906 -14%
HCM
20
Highfields Capital Management
Massachusetts
$105M
TA
21
Teachers Advisors
New York
$103M +$8.46M +89,282 +9%
Millennium Management
22
Millennium Management
New York
$93.9M +$3.82M +40,359 +4%
EA
23
Emerald Acquisition
Washington
$88.9M +$5.14M +54,261 +6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$85.8M +$4.37M +46,174 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$85M -$854K -9,018 -1%

KSU Hedge Fund Activity: Q3 2016 in Review

509 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kansas City Southern (KSU) for Q3 2016, worth a combined $8.85B — down 0.59% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KSU positions and 42 closed out — a net gain of 10 holders — while 176 added to existing stakes and 174 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $54.7M. The largest seller was abrdn Investment Management, exiting entirely with an estimated $148M sold.

  • 509 institutional investors held Kansas City Southern (KSU) as of Q3 2016, up from 504 in Q2 2016.
  • Funds reported $8.85B of Kansas City Southern stock for Q3 2016, down 0.59% quarter-over-quarter.
  • 52 funds opened new Kansas City Southern positions in Q3 2016 and 42 closed out, a net change of +10 holders.
  • The largest Kansas City Southern buyer in Q3 2016 was Alyeska Investment Group, an estimated $54.7M added.
  • The largest Kansas City Southern seller in Q3 2016 was abrdn Investment Management, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2016.