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Kirby Corp
KEX

242 hedge funds and large institutions have $2.93B invested in Kirby Corp in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

47% more capital invested

Capital invested by funds: $1.98B → $2.93B (+$942M)

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

4% more funds holding

Funds holding: 232 → 242 (+10)

2.82% more ownership

Funds ownership: 91.36% → 94.18% (+2.8%)

15% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 89

28% less call options, than puts

Call options by funds: $2.06M | Put options by funds: $2.86M

Holders
242
Holders Change
+10
Holders Change %
+4.31%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
42
Increased
76
Reduced
89
Closed
29
Calls
$2.06M
Puts
$2.86M
Net Calls
-$805K
Net Calls Change
-$4.91M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$160M
2
TP
Thunderbird Partners
United Kingdom
+$71.5M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$31M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$24.5M
5
Primecap Management
Primecap Management
California
+$20.6M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$115M
2
SPC
Slate Path Capital
New York
-$46.9M
3
HP
Hound Partners
New York
-$33.8M
4
Select Equity Group
Select Equity Group
New York
-$17.4M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
226
SignatureFD
Georgia
$3K +$410 +9 +22%
PWPS
227
Pinnacle Wealth Planning Services
Ohio
$3K +$2.14K +47 New
TWA
228
TCI Wealth Advisors
Arizona
$3K +$2.32K +51 +319%
FCH
229
Freestone Capital Holdings
Washington
$2.13K – – –
EARNEST Partners
230
EARNEST Partners
Georgia
$2K – – –
GWM
231
Geneos Wealth Management
Colorado
$2K – – –
IA
232
IFP Advisors
Florida
$2K – – –
MAM
233
Meeder Asset Management
Ohio
$2K +$866 +19 +119%
SPIA
234
Steward Partners Investment Advisory
New York
$2K +$1.41K +31 New
CFD
235
Creative Financial Designs
Indiana
$1K – – –
Lazard Asset Management
236
Lazard Asset Management
New York
$1K – – –
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$1K – – –
TFO
238
Tarbox Family Office
California
$1K – – –
RPWA
239
Regent Peak Wealth Advisors
Georgia
$1K +$547 +12 New
LSA
240
Leonteq Securities AG
Switzerland
$207 +$182 +4 New
Baillie Gifford & Co
241
Baillie Gifford & Co
United Kingdom
– -$115M -3,192,941 Closed
SPC
242
Slate Path Capital
New York
– -$46.9M -1,296,000 Closed
Select Equity Group
243
Select Equity Group
New York
– -$17.4M -481,433 Closed
RCMNY
244
Rubric Capital Management (New York)
New York
– -$9.04M -250,000 Closed
Loomis, Sayles & Company
245
Loomis, Sayles & Company
Massachusetts
– -$6.22M -171,947 Closed
Marshall Wace
246
Marshall Wace
United Kingdom
– -$3.48M -96,334 Closed
Schroder Investment Management Group
247
Schroder Investment Management Group
United Kingdom
– -$1.75M -47,992 Closed
SSA
248
Schonfeld Strategic Advisors
New York
– -$1.64M -45,264 Closed
Balyasny Asset Management
249
Balyasny Asset Management
Illinois
– -$1.62M -44,749 Closed
WMSA
250
Weiss Multi-Strategy Advisers
New York
– -$1.52M -42,000 Closed
7 8 9
10
11

KEX Hedge Fund Activity: Q4 2020 in Review

242 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2020, worth a combined $2.93B — up 47% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KEX positions and 29 closed out — a net gain of 13 holders — while 76 added to existing stakes and 89 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $160M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $115M sold.

  • 242 institutional investors held Kirby Corp (KEX) as of Q4 2020, up from 232 in Q3 2020.
  • Funds reported $2.93B of Kirby Corp stock for Q4 2020, up 47% quarter-over-quarter.
  • 42 funds opened new Kirby Corp positions in Q4 2020 and 29 closed out, a net change of +13 holders.
  • The largest Kirby Corp buyer in Q4 2020 was Fidelity Investments, an estimated $160M added.
  • The largest Kirby Corp seller in Q4 2020 was Baillie Gifford & Co, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2020.