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Kirby Corp
KEX

262 hedge funds and large institutions have $3.17B invested in Kirby Corp in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $1.52M

31% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 84

23% more capital invested

Capital invested by funds: $2.57B → $3.17B (+$596M)

7.64% more ownership

Funds ownership: 90.64% → 98.28% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less funds holding

Funds holding: 273 → 262 (-11)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
262
Holders Change
-11
Holders Change %
-4.03%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
37
Increased
110
Reduced
84
Closed
47
Calls
$2.38M
Puts
$1.52M
Net Calls
+$859K
Net Calls Change
+$3.88M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$172M
2
ACM
Atlanta Capital Management
Georgia
+$59.5M
3
RA
Royce & Associates
New York
+$50.7M
4
FCM
Frontier Capital Management
Massachusetts
+$23.7M
5
Wells Fargo
Wells Fargo
California
+$21.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$28.6M
3
Millennium Management
Millennium Management
New York
-$25.2M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
-$24.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
$6K -$109 -2 -2%
ASN
252
Advisory Services Network
Georgia
$6K – – –
BGIM
253
Brandywine Global Investment Management
Pennsylvania
$5K +$4.09K +75 New
GWM
254
Geneos Wealth Management
Colorado
$5K +$4.53K +83 New
SNT
255
Security National Trust
West Virginia
$3K -$2.73K -50 -50%
SSB
256
Sandy Spring Bank
Maryland
$3K – – –
WA
257
Winfield Associates
Ohio
$3K +$2.73K +50 New
DVM
258
Dreman Value Management
Florida
$3K +$2.94K +54 New
N
259
Nuveen
North Carolina
$2.12K +$660K +12,100 +52%
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$2K -$13.5K -248 -88%
PCP
261
Proficio Capital Partners
Massachusetts
$2K +$1.53K +28 New
TWA
262
TCI Wealth Advisors
Arizona
$1K – – –
S
263
SignatureFD
Georgia
$1K +$1.2K +22 New
CRM
264
Cramer Rosenthal McGlynn
Connecticut
– -$24.5M -465,773 Closed
Lord, Abbett & Co
265
Lord, Abbett & Co
New Jersey
– -$22.8M -433,359 Closed
Fidelity Investments
266
Fidelity Investments
Massachusetts
– -$20M -379,434 Closed
Allianz Asset Management
267
Allianz Asset Management
Germany
– -$18.6M -352,595 Closed
Adage Capital Partners
268
Adage Capital Partners
Massachusetts
– -$12.4M -234,946 Closed
AIM
269
Atlantic Investment Management
New York
– -$5.54M -105,301 Closed
GKIM
270
GW&K Investment Management
Massachusetts
– -$5.42M -102,995 Closed
MP
271
Makaira Partners
California
– -$3.56M -67,600 Closed
TI
272
Trexquant Investment
Connecticut
– -$3.19M -60,600 Closed
ECP
273
Elk Creek Partners
Colorado
– -$3.15M -59,835 Closed
State of New Jersey Common Pension Fund D
274
State of New Jersey Common Pension Fund D
New Jersey
– -$2.63M -50,000 Closed
SFP
275
Santa Fe Partners
New Mexico
– -$2.52M -47,986 Closed
9 10
11
12 13

KEX Hedge Fund Activity: Q1 2016 in Review

262 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q1 2016, worth a combined $3.17B — up 23% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of KEX and 37 opened new positions — a net loss of 10 holders — while 84 trimmed existing stakes and 110 added.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $172M. The largest seller was Goldman Sachs, cutting an estimated $55M.

  • 262 institutional investors held Kirby Corp (KEX) as of Q1 2016, down from 273 in Q4 2015.
  • Funds reported $3.17B of Kirby Corp stock for Q1 2016, up 23% quarter-over-quarter.
  • 37 funds opened new Kirby Corp positions in Q1 2016 and 47 closed out, a net change of -10 holders.
  • The largest Kirby Corp buyer in Q1 2016 was Baillie Gifford & Co, an estimated $172M added.
  • The largest Kirby Corp seller in Q1 2016 was Goldman Sachs, an estimated $55M sold.

Based on aggregated 13F filings for Q1 2016.