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Kirby Corp

253 hedge funds and large institutions have $4.68B invested in Kirby Corp in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

3.84% more ownership

Funds ownership: 91.28%95.12% (+3.8%)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$192M)

7% less funds holding

Funds holding: 271253 (-18)

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

51% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $28M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
253
Holders Change
-18
Holders Change %
-6.64%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
23
Increased
101
Reduced
77
Closed
38
Calls
$13.7M
Puts
$28M
Net Calls
-$14.3M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
SeaCrest Wealth Management
New York
$1K
LHC
252
Lodge Hill Capital
New York
-$26.1M -312,500 Closed
Lord, Abbett & Co
253
Lord, Abbett & Co
New Jersey
-$21.2M -254,074 Closed
ACM
254
Arosa Capital Management
Florida
-$19.2M -229,521 Closed
CM
255
Castleark Management
Illinois
-$10.7M -127,606 Closed
Renaissance Technologies
256
Renaissance Technologies
New York
-$6.86M -82,100 Closed
OCA
257
Otter Creek Advisors
Florida
-$6.38M -76,350 Closed
WMSA
258
Weiss Multi-Strategy Advisers
New York
-$4.56M -54,504 Closed
Allianz Asset Management
259
Allianz Asset Management
Germany
-$3.58M -42,820 Closed
Fidelity International
260
Fidelity International
Bermuda
-$2.96M -35,369 Closed
JGC
261
J. Goldman & Co
New York
-$2.93M -35,000 Closed
BCM
262
BlueCrest Capital Management
Jersey
-$1.92M -23,000 Closed
Point72 Asset Management
263
Point72 Asset Management
Connecticut
-$1.71M -20,400 Closed
QT
264
Quantbot Technologies
New York
-$1.53M -18,343 Closed
MSL
265
Mackay Shields LLC
New York
-$1.24M -14,845 Closed
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
-$1.2M -14,325 Closed
Voloridge Investment Management
267
Voloridge Investment Management
Florida
-$1.19M -14,263 Closed
Squarepoint
268
Squarepoint
New York
-$1.07M -12,845 Closed
JIM
269
Jupiter Investment Management
United Kingdom
-$936K -11,200 Closed
Connor, Clark & Lunn Investment Management (CC&L)
270
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$696K -8,325 Closed
BCM
271
Brasada Capital Management
Texas
-$627K -7,500 Closed
TCAM
272
Turtle Creek Asset Management
Ontario, Canada
-$418K -5,000 Closed
EMG
273
Ellington Management Group
Connecticut
-$401K -4,800 Closed
CIC
274
Chase Investment Counsel
Virginia
-$390K -4,670 Closed
Envestnet Asset Management
275
Envestnet Asset Management
Illinois
-$384K -4,598 Closed

KEX Hedge Fund Activity: Q3 2018 in Review

253 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q3 2018, worth a combined $4.68B — up 4.3% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of KEX and 23 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 101 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $223M. The largest seller was Capital World Investors, cutting an estimated $82.4M.

  • 253 institutional investors held Kirby Corp (KEX) as of Q3 2018, down from 271 in Q2 2018.
  • Funds reported $4.68B of Kirby Corp stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 23 funds opened new Kirby Corp positions in Q3 2018 and 38 closed out, a net change of -15 holders.
  • The largest Kirby Corp buyer in Q3 2018 was Baillie Gifford & Co, an estimated $223M added.
  • The largest Kirby Corp seller in Q3 2018 was Capital World Investors, an estimated $82.4M sold.

Based on aggregated 13F filings for Q3 2018.