Kirby Corp
250 hedge funds and large institutions have $3.85B invested in Kirby Corp in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 39 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $4.32M
0.96% more ownership
Funds ownership: 95.12% → 96.08% (+0.96%)
8% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 39
1% less funds holding
Funds holding: 253 → 250 (-3)
18% less capital invested
Capital invested by funds: $4.68B → $3.85B (-$836M)
19% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$147M |
| 2 |
Millennium Management
New York
|
+$54.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$41.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$24.9M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$99.7M |
| 2 |
JP Morgan Chase
New York
|
-$44.1M |
| 3 |
TA
Teachers Advisors
New York
|
-$34.1M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$26.1M |
| 5 |
PC
Polar Capital
London,
United Kingdom
|
-$20.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OWA
276
One Wealth Advisors
San Francisco,
California
| – | -$158K | -1,916 | Closed |
|
277
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$130K | -1,583 | Closed |
|
|
CPH
278
C Partners Holding
Zurich,
Switzerland
| – | -$116K | -1,415 | Closed |
|
279
Group One Trading
Chicago,
Illinois
| – | -$63K | -769 | Closed |
|
|
APP
280
Avantax Planning Partners
Dubuque,
Iowa
| – | -$33K | -400 | Closed |
|
|
WSTAM
281
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$15K | -183 | Closed |
|
282
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| – | -$14K | -175 | Closed |
|
|
TPWA
283
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$8.06K | -98 | Closed |
|
|
CHC
284
City Holding Co
Charleston,
West Virginia
| – | -$5K | -66 | Closed |
|
|
SPIA
285
Steward Partners Investment Advisory
New York
| – | -$4K | -50 | Closed |
|
|
CFD
286
Creative Financial Designs
Kokomo,
Indiana
| – | -$2K | -27 | Closed |
|
|
PWM
287
PRW Wealth Management
Quincy,
Massachusetts
| – | +$222 | +3 | New |
|
KEX Hedge Fund Activity: Q4 2018 in Review
250 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2018, worth a combined $3.85B — down 18% from $4.68B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of KEX and 36 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 75 added.
The largest buyer was Baillie Gifford & Co, adding an estimated $147M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.7M sold.
- 250 institutional investors held Kirby Corp (KEX) as of Q4 2018, down from 253 in Q3 2018.
- Funds reported $3.85B of Kirby Corp stock for Q4 2018, down 18% quarter-over-quarter.
- 36 funds opened new Kirby Corp positions in Q4 2018 and 39 closed out, a net change of -3 holders.
- The largest Kirby Corp buyer in Q4 2018 was Baillie Gifford & Co, an estimated $147M added.
- The largest Kirby Corp seller in Q4 2018 was Capital World Investors, an estimated $99.7M sold.
Based on aggregated 13F filings for Q4 2018.