Kirby Corp
262 hedge funds and large institutions have $3.17B invested in Kirby Corp in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 47 closing their positions.
57% more call options, than puts
Call options by funds: $2.38M | Put options by funds: $1.52M
31% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 84
23% more capital invested
Capital invested by funds: $2.57B → $3.17B (+$596M)
7.64% more ownership
Funds ownership: 90.64% → 98.28% (+7.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less funds holding
Funds holding: 273 → 262 (-11)
21% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 47
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$55M |
| 2 |
Bank of New York Mellon
New York
|
-$28.6M |
| 3 |
Millennium Management
New York
|
-$25.2M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$24.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
301
IFP Advisors
Tampa,
Florida
| – | -$5K | -101 | Closed |
|
|
WRM
302
Westport Resources Management
Westport,
Connecticut
| – | -$4K | -80 | Closed |
|
|
MPWT
303
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$4.2K | -77 | Closed |
|
|
PCM
304
Penserra Capital Management
Orinda,
California
| – | -$4K | -68 | Closed |
|
|
ACS
305
Archford Capital Strategies
Swansea,
Illinois
| – | -$4K | -62 | Closed |
|
306
Simplex Trading
Chicago,
Illinois
| – | -$3.33K | -61 | Closed |
|
|
CCS
307
Crosspoint Capital Strategies
Orinda,
California
| – | -$4K | -50 | Closed |
|
308
AssetMark Inc
Concord,
California
| – | -$2K | -35 | Closed |
|
309
Creative Planning
Overland Park,
Kansas
| – | -$1K | -24 | Closed |
|
KEX Hedge Fund Activity: Q1 2016 in Review
262 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q1 2016, worth a combined $3.17B — up 23% from $2.57B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of KEX and 37 opened new positions — a net loss of 10 holders — while 84 trimmed existing stakes and 110 added.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $172M. The largest seller was Goldman Sachs, cutting an estimated $55M.
- 262 institutional investors held Kirby Corp (KEX) as of Q1 2016, down from 273 in Q4 2015.
- Funds reported $3.17B of Kirby Corp stock for Q1 2016, up 23% quarter-over-quarter.
- 37 funds opened new Kirby Corp positions in Q1 2016 and 47 closed out, a net change of -10 holders.
- The largest Kirby Corp buyer in Q1 2016 was Baillie Gifford & Co, an estimated $172M added.
- The largest Kirby Corp seller in Q1 2016 was Goldman Sachs, an estimated $55M sold.
Based on aggregated 13F filings for Q1 2016.