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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
JGC
276
J. Goldman & Co
New York
-$6.26M -100,750 Closed
WRF
277
Waddell & Reed Financial
Kansas
-$6.23M -100,300 Closed
Adage Capital Partners
278
Adage Capital Partners
Massachusetts
-$6.22M -100,000 Closed
AAMU
279
Amundi Asset Management US
Massachusetts
-$5.76M -92,720 Closed
HCM
280
Highbridge Capital Management
New York
-$4.88M -78,432 Closed
MPAM
281
Monarch Partners Asset Management
Massachusetts
-$4.85M -77,959 Closed
QI
282
Qualcomm Inc
California
-$3.18M -51,200 Closed
SAM
283
Scopus Asset Management
New York
-$3.11M -50,000 Closed
PIM
284
Perkins Investment Management
Illinois
-$2.85M -45,810 Closed
AAM
285
ACK Asset Management
Connecticut
-$2.8M -45,000 Closed
IAM
286
Impala Asset Management
Florida
-$1.62M -26,000 Closed
WMSA
287
Weiss Multi-Strategy Advisers
New York
-$1.25M -20,150 Closed
Two Sigma Investments
288
Two Sigma Investments
New York
-$1.07M -17,217 Closed
Jane Street
289
Jane Street
New York
-$842K -13,550 Closed
JHIU
290
Janus Henderson Investors US
Colorado
-$727K -11,700 Closed
CIM
291
CenturyLink Investment Management
Colorado
-$681K -10,960 Closed
GVT
292
Genesee Valley Trust
New York
-$671K -10,787 Closed
CCMH
293
Cornerstone Capital Management Holdings
New York
-$550K -8,853 Closed
SBH
294
Segall Bryant & Hamill
Illinois
-$370K -5,949 Closed
SAA
295
Southeast Asset Advisors
Georgia
-$333K -5,356 Closed
PCM
296
Penn Capital Management
Pennsylvania
-$310K -4,984 Closed
IR
297
Invictus RG
Bermuda
-$285K -4,591 Closed
V
298
Veritable
Delaware
-$218K -3,501 Closed
DADC
299
D.A. Davidson & Co
Montana
-$191K -3,024 -100%
IPC
300
Independent Portfolio Consultants
Florida
-$163K -2,625 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.