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Kirby Corp

250 hedge funds and large institutions have $3.85B invested in Kirby Corp in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $4.32M

0.96% more ownership

Funds ownership: 95.12%96.08% (+0.96%)

8% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 39

1% less funds holding

Funds holding: 253250 (-3)

18% less capital invested

Capital invested by funds: $4.68B → $3.85B (-$836M)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

Holders
250
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
75
Reduced
93
Closed
39
Calls
$4.88M
Puts
$4.32M
Net Calls
+$558K
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JA
226
JOYN Advisors
Georgia
$11K +$8.95K +121 +310%
Parallax Volatility Advisers
227
Parallax Volatility Advisers
California
$10K -$4.85M -65,573 -100%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$10K
VCM
229
Versant Capital Management
Arizona
$10K
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$9K +$1.04K +14 +11%
CAM
231
Close Asset Management
United Kingdom
$8K -$1.13M -15,290 -96%
CAW
232
Cornerstone Advisors (Washington)
Washington
$7K
ER
233
Enlightenment Research
Florida
$7K +$7.4K +100 New
IA
234
IFP Advisors
Florida
$5K -$1.92K -26 -25%
LFA
235
Legacy Financial Advisors
Kentucky
$5K +$1.78K +24 +46%
S
236
SignatureFD
Georgia
$5K +$5.4K +73 New
MOS
237
MGO One Seven
Ohio
$4K +$5.03K +68 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$2K
EARNEST Partners
239
EARNEST Partners
Georgia
$2K
GWM
240
Geneos Wealth Management
Colorado
$2K
PCG
241
Private Capital Group
Connecticut
$2K
CA
242
Claro Advisors
Massachusetts
$2K +$1.41K +19 New
PWMG
243
Prestige Wealth Management Group
New Jersey
$2K +$1.78K +24 New
CAM
244
Cresset Asset Management
Illinois
$2K +$2K +27 New
RCAG
245
Rehmann Capital Advisory Group
Michigan
$1.48K
TWA
246
TCI Wealth Advisors
Arizona
$1K -$814 -11 -41%
SWM
247
SeaCrest Wealth Management
New York
$1K
GT
248
Glenmede Trust
Pennsylvania
$267 -$36K -487 -11%
AAMU
249
Amundi Asset Management US
Massachusetts
$102 +$113K +1,521 New
Capital World Investors
250
Capital World Investors
California
-$99.7M -1,212,000 Closed

KEX Hedge Fund Activity: Q4 2018 in Review

250 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2018, worth a combined $3.85B — down 18% from $4.68B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of KEX and 36 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 75 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $147M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.7M sold.

  • 250 institutional investors held Kirby Corp (KEX) as of Q4 2018, down from 253 in Q3 2018.
  • Funds reported $3.85B of Kirby Corp stock for Q4 2018, down 18% quarter-over-quarter.
  • 36 funds opened new Kirby Corp positions in Q4 2018 and 39 closed out, a net change of -3 holders.
  • The largest Kirby Corp buyer in Q4 2018 was Baillie Gifford & Co, an estimated $147M added.
  • The largest Kirby Corp seller in Q4 2018 was Capital World Investors, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2018.