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Kirby Corp

271 hedge funds and large institutions have $3.83B invested in Kirby Corp in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $3.5B → $3.83B (+$331M)

1.83% more ownership

Funds ownership: 105.06%106.89% (+1.8%)

1% more funds holding

Funds holding: 267271 (+4)

19% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 103

86% less call options, than puts

Call options by funds: $4.91M | Put options by funds: $34.4M

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
45
Increased
83
Reduced
103
Closed
38
Calls
$4.91M
Puts
$34.4M
Net Calls
-$29.5M
Net Calls Change
-$8.13M
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
251
Weaver C. Barksdale & Associates
Tennessee
$10K -$316 -5 -3%
VCM
252
Versant Capital Management
Arizona
$10K -$126 -2 -1%
FWM
253
Focused Wealth Management
New York
$10K +$9.48K +150 New
EA
254
Edge Advisors
Georgia
$10K +$10.1K +160 New
AG
255
Advisor Group
Arizona
$9K -$2.53K -40 -22%
Creative Planning
256
Creative Planning
Kansas
$7K +$695 +11 +12%
SIC
257
Salem Investment Counselors
North Carolina
$6K
FPFS
258
First Personal Financial Services
North Carolina
$6K +$5.88K +93 New
CAW
259
Cornerstone Advisors (Washington)
Washington
$5K
CHC
260
City Holding Co
West Virginia
$4K
PCP
261
Proficio Capital Partners
Massachusetts
$4K
AA
262
Apriem Advisors
California
$3K
SSB
263
Sandy Spring Bank
Maryland
$3K
WA
264
Winfield Associates
Ohio
$3K
GWM
265
Geneos Wealth Management
Colorado
$2K -$1.39K -22 -35%
Acadian Asset Management
266
Acadian Asset Management
Massachusetts
$2K +$1.52K +24 New
PA
267
Parallel Advisors
California
$2K +$1.64K +26 New
CFD
268
Creative Financial Designs
Indiana
$2K +$1.71K +27 New
EARNEST Partners
269
EARNEST Partners
Georgia
$2K +$2.28K +36 New
TWA
270
TCI Wealth Advisors
Arizona
$1K
BFM
271
Boothbay Fund Management
New York
$246 -$1.17M -18,523 -83%
Select Equity Group
272
Select Equity Group
New York
-$57.1M -918,325 Closed
Citadel Advisors
273
Citadel Advisors
Florida
-$13.6M -215,306 Closed
LCM
274
Lafitte Capital Management
Texas
-$8.48M -136,500 Closed
RCP
275
RIT Capital Partners
United Kingdom
-$6.83M -110,000 Closed

KEX Hedge Fund Activity: Q4 2016 in Review

271 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2016, worth a combined $3.83B — up 9.5% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KEX positions and 38 closed out — a net gain of 7 holders — while 83 added to existing stakes and 103 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $47.1M. The largest seller was Select Equity Group, exiting entirely with an estimated $57.1M sold.

  • 271 institutional investors held Kirby Corp (KEX) as of Q4 2016, up from 267 in Q3 2016.
  • Funds reported $3.83B of Kirby Corp stock for Q4 2016, up 9.5% quarter-over-quarter.
  • 45 funds opened new Kirby Corp positions in Q4 2016 and 38 closed out, a net change of +7 holders.
  • The largest Kirby Corp buyer in Q4 2016 was Teachers Advisors, an estimated $47.1M added.
  • The largest Kirby Corp seller in Q4 2016 was Select Equity Group, an estimated $57.1M sold.

Based on aggregated 13F filings for Q4 2016.