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Kirby Corp

253 hedge funds and large institutions have $4.68B invested in Kirby Corp in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

3.84% more ownership

Funds ownership: 91.28%95.12% (+3.8%)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$192M)

7% less funds holding

Funds holding: 271253 (-18)

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

51% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $28M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
253
Holders Change
-18
Holders Change %
-6.64%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
23
Increased
101
Reduced
77
Closed
38
Calls
$13.7M
Puts
$28M
Net Calls
-$14.3M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$41.9M +$1.6M +19,047 +4%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$41.6M -$324K -3,865 -0.8%
Norges Bank
28
Norges Bank
Norway
$39.2M
Northern Trust
29
Northern Trust
Illinois
$38.3M -$80.8K -964 -0.2%
Principal Financial Group
30
Principal Financial Group
Iowa
$36.3M +$615K +7,330 +2%
Goldman Sachs
31
Goldman Sachs
New York
$33.4M +$20M +238,895 +143%
TCIM
32
TIAA CREF Investment Management
New York
$31.5M -$1.13M -13,515 -3%
Macquarie Group
33
Macquarie Group
Australia
$31.1M -$218K -2,600 -0.7%
Charles Schwab
34
Charles Schwab
California
$27.5M +$1.98M +23,621 +8%
First Trust Advisors
35
First Trust Advisors
Illinois
$25.8M -$1.1M -13,130 -4%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$23.9M +$11.2M +134,100 +86%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$23.7M +$10.5M +124,700 +76%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$23.1M +$1.02M +12,203 +5%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$21.8M +$467K +5,566 +2%
SAM
40
Scopus Asset Management
New York
$19.7M +$20.1M +240,000 New
O
41
OppenheimerFunds
New York
$18.9M +$580K +6,911 +3%
FCM
42
Frontier Capital Management
Massachusetts
$18M -$638K -7,610 -3%
LIM
43
Lathrop Investment Management
Arkansas
$15.3M +$155K +1,850 +1%
MPAM
44
Monarch Partners Asset Management
Massachusetts
$14.5M +$6.06M +72,240 +69%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$14.5M -$351K -4,190 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$14.4M +$1.94M +23,117 +15%
Victory Capital Management
47
Victory Capital Management
Texas
$14.3M -$8.89K -106 -0.1%
Ameriprise
48
Ameriprise
Minnesota
$12.2M -$1.79M -21,364 -13%
MOACM
49
Mutual of America Capital Management
New York
$12M +$164K +1,957 +1%
PPA
50
Parametric Portfolio Associates
Washington
$11.9M -$723K -8,616 -6%

KEX Hedge Fund Activity: Q3 2018 in Review

253 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q3 2018, worth a combined $4.68B — up 4.3% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of KEX and 23 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 101 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $223M. The largest seller was Capital World Investors, cutting an estimated $82.4M.

  • 253 institutional investors held Kirby Corp (KEX) as of Q3 2018, down from 271 in Q2 2018.
  • Funds reported $4.68B of Kirby Corp stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 23 funds opened new Kirby Corp positions in Q3 2018 and 38 closed out, a net change of -15 holders.
  • The largest Kirby Corp buyer in Q3 2018 was Baillie Gifford & Co, an estimated $223M added.
  • The largest Kirby Corp seller in Q3 2018 was Capital World Investors, an estimated $82.4M sold.

Based on aggregated 13F filings for Q3 2018.