We are live on ! Find out more
KEX icon

Kirby Corp

267 hedge funds and large institutions have $3.5B invested in Kirby Corp in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.85% more ownership

Funds ownership: 101.21%105.06% (+3.8%)

3% more capital invested

Capital invested by funds: $3.41B → $3.5B (+$86.6M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

0% less funds holding

Funds holding: 268267 (-1)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

93% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $22.9M

Holders
267
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
7.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
44
Increased
91
Reduced
91
Closed
43
Calls
$1.5M
Puts
$22.9M
Net Calls
-$21.4M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
26
Vaughan Nelson Investment Management
Texas
$36.6M -$465K -8,100 -1%
Marshall Wace
27
Marshall Wace
United Kingdom
$30.1M +$15.4M +267,826 +124%
Northern Trust
28
Northern Trust
Illinois
$29.5M -$2.31M -40,316 -8%
Macquarie Group
29
Macquarie Group
Australia
$26.9M -$25.1M -436,849 -50%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$25.6M -$4.18M -72,832 -15%
CI
31
Cambiar Investors
Colorado
$25.4M +$1.28M +22,305 +6%
Norges Bank
32
Norges Bank
Norway
$25M -$6.23M -108,500 -21%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$22.4M +$1.15M +20,032 +6%
SC
34
Samlyn Capital
New York
$21.9M +$20.3M +352,900 New
Goldman Sachs
35
Goldman Sachs
New York
$21.4M +$7.7M +134,209 +64%
AllianceBernstein
36
AllianceBernstein
Tennessee
$20.3M -$67.3M -1,171,898 -78%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$18.3M +$16.4M +286,170 +3,736%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$16.4M +$805K +14,024 +6%
Charles Schwab
39
Charles Schwab
California
$16.1M +$3.81M +66,427 +35%
FCM
40
Frontier Capital Management
Massachusetts
$15.5M -$72.5M -1,264,028 -83%
EAM
41
Eagle Asset Management
Florida
$14.5M +$13.4M +233,910 New
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$13.5M -$34.4K -600 -0.3%
Citadel Advisors
43
Citadel Advisors
Florida
$13.4M +$12.4M +215,306 New
Principal Financial Group
44
Principal Financial Group
Iowa
$13.1M +$467K +8,137 +4%
PPA
45
Parametric Portfolio Associates
Washington
$12.8M +$517K +9,011 +5%
EA
46
Emerald Acquisition
Washington
$12.6M -$3.33M -58,109 -22%
EVM
47
Eaton Vance Management
Massachusetts
$12.6M -$1.18M -20,630 -9%
Ameriprise
48
Ameriprise
Minnesota
$12.3M -$143K -2,490 -1%
HCM
49
Hodges Capital Management
Texas
$12.2M -$6.31K -110 -0.1%
USAA
50
United Services Automobile Association
Texas
$12.1M +$3.04M +53,000 +38%

KEX Hedge Fund Activity: Q3 2016 in Review

267 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q3 2016, worth a combined $3.5B — up 2.5% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KEX positions and 43 closed out — a net gain of 1 holder — while 91 added to existing stakes and 91 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $109M. The largest seller was Frontier Capital Management, cutting an estimated $72.5M.

  • 267 institutional investors held Kirby Corp (KEX) as of Q3 2016, down from 268 in Q2 2016.
  • Funds reported $3.5B of Kirby Corp stock for Q3 2016, up 2.5% quarter-over-quarter.
  • 44 funds opened new Kirby Corp positions in Q3 2016 and 43 closed out, a net change of +1 holder.
  • The largest Kirby Corp buyer in Q3 2016 was Artisan Partners, an estimated $109M added.
  • The largest Kirby Corp seller in Q3 2016 was Frontier Capital Management, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2016.