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Kirby Corp

328 hedge funds and large institutions have $6.2B invested in Kirby Corp in 2014 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 110 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $3.7M

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

4% more funds holding

Funds holding: 316328 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less capital invested

Capital invested by funds: $6.27B → $6.2B (-$65.8M)

1.57% less ownership

Funds ownership: 93.78%92.21% (-1.6%)

18% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 134

Holders
328
Holders Change
+12
Holders Change %
+3.8%
% of All Funds
9.52%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
42
Increased
110
Reduced
134
Closed
26
Calls
$17.4M
Puts
$3.7M
Net Calls
+$13.7M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFGCM
251
Norman Fields Gottscho Capital Management
New York
$471K
AW
252
Alpha Windward
Massachusetts
$438K +$443K +3,720 New
Neuberger Berman Group
253
Neuberger Berman Group
New York
$417K
Stifel Financial
254
Stifel Financial
Missouri
$415K +$419K +3,523 New
WIS
255
Wright Investors Service
Connecticut
$413K +$417K +3,502 New
DCM
256
Dynamic Capital Management
Jersey
$413K +$418K +3,508 New
CCA
257
Covey Capital Advisors
Georgia
$412K +$417K +3,500 New
BC
258
Burney Company
Virginia
$411K +$8.93K +75 +2%
M&T Bank
259
M&T Bank
New York
$405K +$409K +3,432 New
TAM
260
Tocqueville Asset Management
New York
$401K -$11.9K -100 -3%
OA
261
OFI Advisors
Pennsylvania
$382K -$953 -8 -0.2%
FWSM
262
First Wilshire Securities Management
California
$365K
ECM
263
ETrade Capital Management
Virginia
$362K -$102K -859 -22%
Los Angeles Capital Management
264
Los Angeles Capital Management
California
$360K
HFS
265
HL Financial Services
Kentucky
$356K +$6.55K +55 +2%
FA
266
FDx Advisors
Illinois
$355K -$47.3K -397 -12%
BlackRock
267
BlackRock
New York
$349K -$336K -2,820 -49%
DWA
268
Dorsey Wright & Associates
California
$341K +$345K +2,894 New
STC
269
SEI Trust Company
Pennsylvania
$335K -$135K -1,136 -29%
DADC
270
D.A. Davidson & Co
Montana
$333K +$953 +8 +0.3%
RJT
271
Raymond James Trust
Florida
$329K -$28K -235 -8%
Nomura Holdings
272
Nomura Holdings
Japan
$316K -$464K -3,895 -59%
EAM
273
Edge Asset Management
Washington
$306K
OI
274
Oakbrook Investments
Illinois
$301K +$304K +2,550 New
B
275
Barings
North Carolina
$283K

KEX Hedge Fund Activity: Q3 2014 in Review

328 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q3 2014, worth a combined $6.2B — down 1.1% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new KEX positions and 26 closed out — a net gain of 16 holders — while 110 added to existing stakes and 134 trimmed.

The largest buyer was Bessemer Group, adding an estimated $71.3M. The largest seller was Norges Bank, cutting an estimated $53M.

  • 328 institutional investors held Kirby Corp (KEX) as of Q3 2014, up from 316 in Q2 2014.
  • Funds reported $6.2B of Kirby Corp stock for Q3 2014, down 1.1% quarter-over-quarter.
  • 42 funds opened new Kirby Corp positions in Q3 2014 and 26 closed out, a net change of +16 holders.
  • The largest Kirby Corp buyer in Q3 2014 was Bessemer Group, an estimated $71.3M added.
  • The largest Kirby Corp seller in Q3 2014 was Norges Bank, an estimated $53M sold.

Based on aggregated 13F filings for Q3 2014.