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Kirby Corp

316 hedge funds and large institutions have $6.27B invested in Kirby Corp in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

42% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $5.26M

16% more capital invested

Capital invested by funds: $5.39B → $6.27B (+$879M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 296316 (+20)

0.3% more ownership

Funds ownership: 93.48%93.78% (+0.3%)

9% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 114

Holders
316
Holders Change
+20
Holders Change %
+6.76%
% of All Funds
9.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
52
Increased
104
Reduced
114
Closed
29
Calls
$7.49M
Puts
$5.26M
Net Calls
+$2.23M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
301
B. Riley Wealth Advisors
Florida
$13.8K +$12.7K +118 New
SNT
302
Security National Trust
West Virginia
$12K +$10.7K +100 New
WCBA
303
Weaver C. Barksdale & Associates
Tennessee
$11K
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$9.02K
WRM
305
Westport Resources Management
Connecticut
$9K
PTC
306
Private Trust Company
Ohio
$8K +$5.79K +54 +415%
BJ
307
BlackRock Japan
Japan
$8K +$7.41K +69 New
MA
308
MUFG Americas
New York
$6K
PMFA
309
Plante Moran Financial Advisors
Michigan
$6K
WEC
310
Winslow Evans & Crocker
Massachusetts
$5.74K
ACS
311
Archford Capital Strategies
Illinois
$4.45K +$4.08K +38 New
NES
312
New England Securities
New York
$4K -$2.15K -20 -40%
EFSCE
313
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
TWA
314
TCI Wealth Advisors
Arizona
$2K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$1K
RFS
316
Rockefeller Financial Services
New York
$1K +$859 +8 New
FHA
317
First Horizon Advisors
Tennessee
$1K +$1.61K +15 New
FA
318
Friess Associates
Delaware
-$18.1M -178,460 Closed
T
319
Tahithromos
New York
-$13.9M -137,636 Closed
GCM
320
Graham Capital Management
Connecticut
-$9.47M -93,571 Closed
OCG
321
Opus Capital Group
Ohio
-$6.55M -64,693 Closed
ACM
322
Apex Capital Management
Ohio
-$5.47M -54,025 Closed
CII
323
CR Intrinsic Investors
Connecticut
-$5.06M -50,000 Closed
ClearBridge Investments
324
ClearBridge Investments
New York
-$4.17M -41,233 Closed
SCA
325
SAC Capital Advisors
Connecticut
-$2.68M -26,479 Closed

KEX Hedge Fund Activity: Q2 2014 in Review

316 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q2 2014, worth a combined $6.27B — up 16% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KEX positions and 29 closed out — a net gain of 23 holders — while 104 added to existing stakes and 114 trimmed.

The largest buyer was Norges Bank, adding an estimated $47.7M. The largest seller was Perkins Investment Management, cutting an estimated $68.4M.

  • 316 institutional investors held Kirby Corp (KEX) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $6.27B of Kirby Corp stock for Q2 2014, up 16% quarter-over-quarter.
  • 52 funds opened new Kirby Corp positions in Q2 2014 and 29 closed out, a net change of +23 holders.
  • The largest Kirby Corp buyer in Q2 2014 was Norges Bank, an estimated $47.7M added.
  • The largest Kirby Corp seller in Q2 2014 was Perkins Investment Management, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2014.