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Kirby Corp

267 hedge funds and large institutions have $3.5B invested in Kirby Corp in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.85% more ownership

Funds ownership: 101.21%105.06% (+3.8%)

3% more capital invested

Capital invested by funds: $3.41B → $3.5B (+$86.6M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

0% less funds holding

Funds holding: 268267 (-1)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

93% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $22.9M

Holders
267
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
7.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
44
Increased
91
Reduced
91
Closed
43
Calls
$1.5M
Puts
$22.9M
Net Calls
-$21.4M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
251
Weaver C. Barksdale & Associates
Tennessee
$10K +$861 +15 +10%
VOYA Investment Management
252
VOYA Investment Management
Georgia
$7.99K +$4.97M +86,633 +207%
ASN
253
Advisory Services Network
Georgia
$6K
Creative Planning
254
Creative Planning
Kansas
$6K +$5.39K +94 New
CAW
255
Cornerstone Advisors (Washington)
Washington
$5K +$4.42K +77 New
CHC
256
City Holding Co
West Virginia
$4K
PCP
257
Proficio Capital Partners
Massachusetts
$4K +$1.72K +30 +107%
GWM
258
Geneos Wealth Management
Colorado
$3K
SSB
259
Sandy Spring Bank
Maryland
$3K
WA
260
Winfield Associates
Ohio
$3K
AA
261
Apriem Advisors
California
$3K +$2.35K +41 New
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$2K
S
263
SignatureFD
Georgia
$1K
TWA
264
TCI Wealth Advisors
Arizona
$1K
JFA
265
JNBA Financial Advisors
Minnesota
$1K +$1.26K +22 New
SIC
266
Salem Investment Counselors
North Carolina
$62 +$5.74K +100 New
PPC
267
Park Presidio Capital
California
-$45.2M -725,000 Closed
Allianz Asset Management
268
Allianz Asset Management
Germany
-$16.2M -260,000 Closed
OAM
269
Oxford Asset Management
United Kingdom
-$15.2M -244,193 Closed
YCM
270
Yost Capital Management
Texas
-$12.3M -196,475 Closed
Point72 Asset Management
271
Point72 Asset Management
Connecticut
-$11M -176,254 Closed
WA
272
Wasatch Advisors
Utah
-$8.97M -143,853 Closed
MCM
273
Mitchell Capital Management
Kansas
-$8.53M -136,692 Closed
SI
274
Scout Investments
Missouri
-$7.09M -113,666 Closed
CG
275
Clinton Group
New York
-$5.05M -80,896 Closed

KEX Hedge Fund Activity: Q3 2016 in Review

267 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q3 2016, worth a combined $3.5B — up 2.5% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KEX positions and 43 closed out — a net gain of 1 holder — while 91 added to existing stakes and 91 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $109M. The largest seller was Frontier Capital Management, cutting an estimated $72.5M.

  • 267 institutional investors held Kirby Corp (KEX) as of Q3 2016, down from 268 in Q2 2016.
  • Funds reported $3.5B of Kirby Corp stock for Q3 2016, up 2.5% quarter-over-quarter.
  • 44 funds opened new Kirby Corp positions in Q3 2016 and 43 closed out, a net change of +1 holder.
  • The largest Kirby Corp buyer in Q3 2016 was Artisan Partners, an estimated $109M added.
  • The largest Kirby Corp seller in Q3 2016 was Frontier Capital Management, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2016.