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Kirby Corp

248 hedge funds and large institutions have $3.75B invested in Kirby Corp in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,548% more call options, than puts

Call options by funds: $33.1M | Put options by funds: $1.25M

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 245248 (+3)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

2% less capital invested

Capital invested by funds: $3.83B → $3.75B (-$81.1M)

13.49% less ownership

Funds ownership: 107.46%93.97% (-13%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
248
Holders Change
+3
Holders Change %
+1.22%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
89
Reduced
82
Closed
29
Calls
$33.1M
Puts
$1.25M
Net Calls
+$31.9M
Net Calls Change
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$30.5M -$1.71M -26,082 -5%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$30.1M +$634K +9,679 +2%
Macquarie Group
28
Macquarie Group
Australia
$28.9M +$21.9K +334 +0.1%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$28.2M -$5.31M -81,086 -16%
TCIM
30
TIAA CREF Investment Management
New York
$26.3M -$637K -9,715 -2%
Principal Financial Group
31
Principal Financial Group
Iowa
$26M +$3.2M +48,762 +14%
First Trust Advisors
32
First Trust Advisors
Illinois
$26M -$2.31M -35,218 -8%
LHC
33
Lodge Hill Capital
New York
$20.7M +$20.3M +310,000 New
JP Morgan Chase
34
JP Morgan Chase
New York
$18.6M +$1.22M +18,676 +7%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$18.4M -$46.5M -708,686 -72%
Charles Schwab
36
Charles Schwab
California
$18.4M +$1.06M +16,180 +6%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$16.6M -$26.1M -397,842 -62%
FCM
38
Frontier Capital Management
Massachusetts
$15.5M -$272K -4,144 -2%
KCM
39
Kennedy Capital Management
Missouri
$15M +$4.83M +73,760 +49%
Wells Fargo
40
Wells Fargo
California
$13.2M -$97.8K -1,492 -0.8%
LIM
41
Lathrop Investment Management
Arkansas
$12.3M +$203K +3,100 +2%
RCAMU
42
Rothschild & Co Asset Management US
Connecticut
$12M -$19K -290 -0.2%
Mitsubishi UFJ Trust & Banking
43
Mitsubishi UFJ Trust & Banking
Japan
$10.9M +$556K +8,480 +5%
Goldman Sachs
44
Goldman Sachs
New York
$10.3M +$2.15M +32,747 +27%
Ameriprise
45
Ameriprise
Minnesota
$10.2M -$363K -5,542 -3%
PPA
46
Parametric Portfolio Associates
Washington
$10.2M -$372K -5,669 -4%
N
47
Nuveen
North Carolina
$10.1M +$8.85M +134,946 +871%
STB
48
S&T Bank
Pennsylvania
$9.63M +$165K +2,522 +2%
MOACM
49
Mutual of America Capital Management
New York
$9.57M +$347K +5,299 +4%
GC
50
Guggenheim Capital
Illinois
$9.45M +$1.36M +20,750 +17%

KEX Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2017, worth a combined $3.75B — down 2.1% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KEX positions and 29 closed out — a net gain of 3 holders — while 89 added to existing stakes and 82 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $39.3M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $55.3M sold.

  • 248 institutional investors held Kirby Corp (KEX) as of Q4 2017, up from 245 in Q3 2017.
  • Funds reported $3.75B of Kirby Corp stock for Q4 2017, down 2.1% quarter-over-quarter.
  • 32 funds opened new Kirby Corp positions in Q4 2017 and 29 closed out, a net change of +3 holders.
  • The largest Kirby Corp buyer in Q4 2017 was Wellington Management Group, an estimated $39.3M added.
  • The largest Kirby Corp seller in Q4 2017 was Fiduciary Management Inc, an estimated $55.3M sold.

Based on aggregated 13F filings for Q4 2017.