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Kirby Corp

271 hedge funds and large institutions have $4.49B invested in Kirby Corp in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 259271 (+12)

5% more capital invested

Capital invested by funds: $4.28B → $4.49B (+$207M)

9% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 96

2.01% less ownership

Funds ownership: 93.29%91.28% (-2%)

93% less call options, than puts

Call options by funds: $2.52M | Put options by funds: $34.8M

Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
40
Increased
87
Reduced
96
Closed
26
Calls
$2.52M
Puts
$34.8M
Net Calls
-$32.3M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$39.9M
Northern Trust
27
Northern Trust
Illinois
$39.1M +$1.18M +13,609 +3%
Principal Financial Group
28
Principal Financial Group
Iowa
$36.3M +$276K +3,181 +0.7%
TCIM
29
TIAA CREF Investment Management
New York
$33.1M +$922K +10,626 +3%
Macquarie Group
30
Macquarie Group
Australia
$31.9M -$4.36M -50,226 -12%
First Trust Advisors
31
First Trust Advisors
Illinois
$27.3M -$198K -2,286 -0.7%
LHC
32
Lodge Hill Capital
New York
$26.1M -$9.33M -107,500 -26%
Charles Schwab
33
Charles Schwab
California
$26M +$1.29M +14,810 +5%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$22.5M -$7M -80,663 -23%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$21.6M +$2.95M +34,021 +15%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$21.2M +$22M +254,074 New
Citadel Advisors
37
Citadel Advisors
Florida
$20.3M -$7.75M -89,314 -27%
ACM
38
Arosa Capital Management
Florida
$19.2M -$6.39M -73,587 -24%
Deutsche Bank
39
Deutsche Bank
Germany
$18.9M +$14.2M +163,385 +260%
FCM
40
Frontier Capital Management
Massachusetts
$18.9M -$342K -3,943 -2%
O
41
OppenheimerFunds
New York
$18.6M +$9.68M +111,592 +100%
LIM
42
Lathrop Investment Management
Arkansas
$15.4M +$8.68K +100 +0.1%
RCAMU
43
Rothschild & Co Asset Management US
Connecticut
$15.1M +$255K +2,934 +2%
Victory Capital Management
44
Victory Capital Management
Texas
$14.5M +$12M +138,823 +395%
Ameriprise
45
Ameriprise
Minnesota
$14.2M +$1.88M +21,669 +15%
Goldman Sachs
46
Goldman Sachs
New York
$13.9M -$12.5M -143,606 -46%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$13.7M +$10.5M +120,700 +280%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$13.1M -$539K -6,210 -4%
PPA
49
Parametric Portfolio Associates
Washington
$12.8M +$111K +1,278 +0.8%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$12.7M +$1.71M +19,725 +15%

KEX Hedge Fund Activity: Q2 2018 in Review

271 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q2 2018, worth a combined $4.49B — up 4.8% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new KEX positions and 26 closed out — a net gain of 14 holders — while 87 added to existing stakes and 96 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $56.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $47.7M.

  • 271 institutional investors held Kirby Corp (KEX) as of Q2 2018, up from 259 in Q1 2018.
  • Funds reported $4.49B of Kirby Corp stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 40 funds opened new Kirby Corp positions in Q2 2018 and 26 closed out, a net change of +14 holders.
  • The largest Kirby Corp buyer in Q2 2018 was JP Morgan Chase, an estimated $56.3M added.
  • The largest Kirby Corp seller in Q2 2018 was ArrowMark Colorado Holdings, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2018.