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Kirby Corp

271 hedge funds and large institutions have $4.49B invested in Kirby Corp in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 259271 (+12)

5% more capital invested

Capital invested by funds: $4.28B → $4.49B (+$207M)

9% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 96

2.01% less ownership

Funds ownership: 93.29%91.28% (-2%)

93% less call options, than puts

Call options by funds: $2.52M | Put options by funds: $34.8M

Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
40
Increased
87
Reduced
96
Closed
26
Calls
$2.52M
Puts
$34.8M
Net Calls
-$32.3M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
251
Barrow, Hanley, Mewhinney & Strauss
Texas
$15K -$8.68K -100 -36%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$14K -$7.9K -91 -35%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$14K
ASN
254
Advisory Services Network
Georgia
$13K -$208K -2,395 -94%
GAM
255
Gemmer Asset Management
California
$13K
VCM
256
Versant Capital Management
Arizona
$13K
WAM
257
Wealthspire Advisors (Maryland)
Maryland
$11K
IA
258
IFP Advisors
Florida
$10K +$955 +11 +10%
CAW
259
Cornerstone Advisors (Washington)
Washington
$8K
CHC
260
City Holding Co
West Virginia
$6K
LFA
261
Legacy Financial Advisors
Kentucky
$5K
EARNEST Partners
262
EARNEST Partners
Georgia
$3K
GWM
263
Geneos Wealth Management
Colorado
$3K
CFD
264
Creative Financial Designs
Indiana
$2K
PCG
265
Private Capital Group
Connecticut
$2K
SWM
266
SeaCrest Wealth Management
New York
$2K
TWA
267
TCI Wealth Advisors
Arizona
$2K +$955 +11 +69%
PIA
268
Piedmont Investment Advisors
North Carolina
$2K +$2K +23 New
RCAG
269
Rehmann Capital Advisory Group
Michigan
$1.84K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$1K
JA
271
JOYN Advisors
Georgia
$1K +$1.48K +17 New
AC
272
Ashler Capital
Illinois
-$15.8M -205,655 Closed
Lazard Asset Management
273
Lazard Asset Management
New York
-$8.4M -109,119 Closed
QIM
274
Quantitative Investment Management
Virginia
-$3.57M -46,400 Closed
WG
275
Winton Group
United Kingdom
-$2.57M -33,427 Closed

KEX Hedge Fund Activity: Q2 2018 in Review

271 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q2 2018, worth a combined $4.49B — up 4.8% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new KEX positions and 26 closed out — a net gain of 14 holders — while 87 added to existing stakes and 96 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $56.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $47.7M.

  • 271 institutional investors held Kirby Corp (KEX) as of Q2 2018, up from 259 in Q1 2018.
  • Funds reported $4.49B of Kirby Corp stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 40 funds opened new Kirby Corp positions in Q2 2018 and 26 closed out, a net change of +14 holders.
  • The largest Kirby Corp buyer in Q2 2018 was JP Morgan Chase, an estimated $56.3M added.
  • The largest Kirby Corp seller in Q2 2018 was ArrowMark Colorado Holdings, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2018.