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Kirby Corp

250 hedge funds and large institutions have $3.85B invested in Kirby Corp in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $4.32M

0.96% more ownership

Funds ownership: 95.12%96.08% (+0.96%)

8% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 39

1% less funds holding

Funds holding: 253250 (-3)

18% less capital invested

Capital invested by funds: $4.68B → $3.85B (-$836M)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

Holders
250
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
75
Reduced
93
Closed
39
Calls
$4.88M
Puts
$4.32M
Net Calls
+$558K
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$31.9M +$578K +7,815 +2%
Goldman Sachs
27
Goldman Sachs
New York
$30.5M +$3.44M +46,495 +11%
Mitsubishi UFJ Trust & Banking
28
Mitsubishi UFJ Trust & Banking
Japan
$29.3M +$10.7M +144,150 +50%
TA
29
Teachers Advisors
New York
$29.1M -$34.1M -460,490 -52%
JP Morgan Chase
30
JP Morgan Chase
New York
$28.5M -$44.1M -595,500 -58%
Principal Financial Group
31
Principal Financial Group
Iowa
$27.2M -$2.81M -37,912 -9%
TCIM
32
TIAA CREF Investment Management
New York
$26.3M +$526K +7,109 +2%
Macquarie Group
33
Macquarie Group
Australia
$25.6M +$118K +1,600 +0.4%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$22.9M +$4.37M +59,044 +21%
Charles Schwab
35
Charles Schwab
California
$22.4M -$103K -1,387 -0.4%
Citadel Advisors
36
Citadel Advisors
Florida
$17.8M +$11.7M +157,631 +149%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$17.3M -$523K -7,070 -3%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$15.6M -$4.23M -57,200 -20%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$15.1M -$26.1M -352,782 -61%
ACM
40
Arosa Capital Management
Florida
$14.5M +$15.9M +215,000 New
FCM
41
Frontier Capital Management
Massachusetts
$14.5M -$284K -3,841 -2%
O
42
OppenheimerFunds
New York
$13.3M -$2.44M -32,920 -14%
SI
43
Scout Investments
Missouri
$12.1M +$13.3M +180,080 New
RCAMU
44
Rothschild & Co Asset Management US
Connecticut
$11.8M -$35.7K -483 -0.3%
LIM
45
Lathrop Investment Management
Arkansas
$11.1M -$1.64M -22,163 -12%
Ameriprise
46
Ameriprise
Minnesota
$10.8M +$840K +11,345 +8%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$10.5M +$934K +12,620 +9%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$10.4M -$1.55M -20,926 -12%
PPA
49
Parametric Portfolio Associates
Washington
$10.2M +$539K +7,289 +5%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$9.58M +$3.48M +47,070 +49%

KEX Hedge Fund Activity: Q4 2018 in Review

250 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2018, worth a combined $3.85B — down 18% from $4.68B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of KEX and 36 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 75 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $147M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.7M sold.

  • 250 institutional investors held Kirby Corp (KEX) as of Q4 2018, down from 253 in Q3 2018.
  • Funds reported $3.85B of Kirby Corp stock for Q4 2018, down 18% quarter-over-quarter.
  • 36 funds opened new Kirby Corp positions in Q4 2018 and 39 closed out, a net change of -3 holders.
  • The largest Kirby Corp buyer in Q4 2018 was Baillie Gifford & Co, an estimated $147M added.
  • The largest Kirby Corp seller in Q4 2018 was Capital World Investors, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2018.