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Kirby Corp
KEX

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
262
Holders Change
-11
Holders Change %
-4.03%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
37
Increased
110
Reduced
84
Closed
47
Calls
$2.38M
Puts
$1.52M
Net Calls
+$859K
Net Calls Change
+$3.88M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$172M
2
ACM
Atlanta Capital Management
Georgia
+$59.5M
3
RA
Royce & Associates
New York
+$50.7M
4
FCM
Frontier Capital Management
Massachusetts
+$23.7M
5
Wells Fargo
Wells Fargo
California
+$21.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$28.6M
3
Millennium Management
Millennium Management
New York
-$25.2M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
-$24.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
26
Capital World Investors
California
$33.5M +$4.36M +80,000 +17%
Norges Bank
27
Norges Bank
Norway
$31M – – –
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$30.4M -$8.16M -149,699 -23%
Northern Trust
29
Northern Trust
Illinois
$29.9M +$3.07M +56,358 +13%
IAM
30
Impala Asset Management
Florida
$27.6M +$4.31M +78,951 +21%
Macquarie Group
31
Macquarie Group
Australia
$25.9M -$1.67M -30,660 -7%
PIM
32
Perkins Investment Management
Illinois
$23.5M +$569K +10,428 +3%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$20.8M +$7.45M +136,600 +67%
EVM
34
Eaton Vance Management
Massachusetts
$20M +$7.69M +141,026 +74%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$19.4M +$4.15M +76,142 +31%
TAM
36
Tiverton Asset Management
Delaware
$15.9M -$9.55M -175,071 -40%
WA
37
Wasatch Advisors
Utah
$15.5M -$11.2M -205,906 -45%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$15.3M +$13.8M +253,595 New
Artisan Partners
39
Artisan Partners
Wisconsin
$15.3M +$491K +9,010 +4%
LHC
40
Lodge Hill Capital
New York
$15.1M -$3.63M -66,600 -21%
Ameriprise
41
Ameriprise
Minnesota
$14.2M -$837K -15,340 -6%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$13.4M -$1.45M -26,570 -11%
TCIM
43
TIAA CREF Investment Management
New York
$13.3M +$3.6M +65,921 +43%
Goldman Sachs
44
Goldman Sachs
New York
$12.4M -$55M -1,007,895 -83%
PPA
45
Parametric Portfolio Associates
Washington
$12.3M +$3.52M +64,467 +46%
CI
46
Cambiar Investors
Colorado
$12M +$8.23M +150,957 +313%
OAM
47
Oxford Asset Management
United Kingdom
$11.9M +$10.1M +184,290 +1,369%
STB
48
S&T Bank
Pennsylvania
$11.4M +$902K +16,531 +10%
Principal Financial Group
49
Principal Financial Group
Iowa
$10.8M +$384K +7,042 +4%
RFC
50
Russell Frank Company
Washington
$10.7M +$8.56M +156,868 +756%
1
2
3 4 5

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.