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Kirby Corp

316 hedge funds and large institutions have $6.27B invested in Kirby Corp in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

42% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $5.26M

16% more capital invested

Capital invested by funds: $5.39B → $6.27B (+$879M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 296316 (+20)

0.3% more ownership

Funds ownership: 93.48%93.78% (+0.3%)

9% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 114

Holders
316
Holders Change
+20
Holders Change %
+6.76%
% of All Funds
9.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
52
Increased
104
Reduced
114
Closed
29
Calls
$7.49M
Puts
$5.26M
Net Calls
+$2.23M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
251
Neuberger Berman Group
New York
$415K
MNBTD
252
Moody National Bank Trust Division
Texas
$413K +$379K +3,527 New
TAM
253
Tocqueville Asset Management
New York
$410K -$343K -3,200 -48%
CCA
254
Covey Capital Advisors
Georgia
$410K
FA
255
FDx Advisors
Illinois
$400K -$879K -8,190 -71%
BC
256
Burney Company
Virginia
$399K
JIP
257
Jaffetilchin Investment Partners
Florida
$393K +$360K +3,356 New
Brown Advisory
258
Brown Advisory
Maryland
$391K
OA
259
OFI Advisors
Pennsylvania
$380K +$7.83K +73 +2%
FWSM
260
First Wilshire Securities Management
California
$363K
Los Angeles Capital Management
261
Los Angeles Capital Management
California
$358K +$328K +3,054 New
RJT
262
Raymond James Trust
Florida
$354K -$7.08K -66 -2%
HFS
263
HL Financial Services
Kentucky
$348K +$319K +2,969 New
PAM
264
Princeton Alpha Management
New Jersey
$343K -$141K -1,311 -31%
BCI
265
Brinker Capital Investments
Pennsylvania
$341K +$312K +2,910 New
Tudor Investment Corp
266
Tudor Investment Corp
Connecticut
$336K -$67.9K -633 -18%
IRS
267
Invictus RG (Singapore)
Singapore
$333K -$223K -2,082 -42%
Canada Life
268
Canada Life
Manitoba, Canada
$331K
DADC
269
D.A. Davidson & Co
Montana
$329K -$6.98K -65 -2%
EAM
270
Edge Asset Management
Washington
$305K
ZIM
271
Zacks Investment Management
Illinois
$298K -$178K -1,660 -40%
B
272
Barings
North Carolina
$281K +$258K +2,400 New
AHC
273
Adell Harriman & Carpenter
Texas
$269K +$11.8K +110 +5%
VF
274
Virtu Financial
New York
$265K +$243K +2,266 New
FMT
275
First Mercantile Trust
Tennessee
$257K -$118K -1,100 -33%

KEX Hedge Fund Activity: Q2 2014 in Review

316 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q2 2014, worth a combined $6.27B — up 16% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KEX positions and 29 closed out — a net gain of 23 holders — while 104 added to existing stakes and 114 trimmed.

The largest buyer was Norges Bank, adding an estimated $47.7M. The largest seller was Perkins Investment Management, cutting an estimated $68.4M.

  • 316 institutional investors held Kirby Corp (KEX) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $6.27B of Kirby Corp stock for Q2 2014, up 16% quarter-over-quarter.
  • 52 funds opened new Kirby Corp positions in Q2 2014 and 29 closed out, a net change of +23 holders.
  • The largest Kirby Corp buyer in Q2 2014 was Norges Bank, an estimated $47.7M added.
  • The largest Kirby Corp seller in Q2 2014 was Perkins Investment Management, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2014.