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Kirby Corp

316 hedge funds and large institutions have $6.27B invested in Kirby Corp in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

42% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $5.26M

16% more capital invested

Capital invested by funds: $5.39B → $6.27B (+$879M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 296316 (+20)

0.3% more ownership

Funds ownership: 93.48%93.78% (+0.3%)

9% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 114

Holders
316
Holders Change
+20
Holders Change %
+6.76%
% of All Funds
9.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
52
Increased
104
Reduced
114
Closed
29
Calls
$7.49M
Puts
$5.26M
Net Calls
+$2.23M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$23.3M +$10.8M +100,811 +103%
CCM
52
Crestwood Capital Management
New York
$23.1M -$1.14M -10,600 -5%
PGIM
53
Pacific Global Investment Management
California
$22.9M +$107K +995 +0.5%
GC
54
Guggenheim Capital
Illinois
$22.2M -$2.14M -19,963 -10%
Two Sigma Investments
55
Two Sigma Investments
New York
$21.8M +$578K +5,385 +3%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$20.1M +$8.82M +82,200 +92%
Prudential Financial
57
Prudential Financial
New Jersey
$20M +$14.4M +134,005 +366%
PM
58
Pembroke Management
Quebec, Canada
$19M -$15.6M -145,120 -47%
EAM
59
EULAV Asset Management
Florida
$18.9M +$429K +4,000 +3%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$18.9M -$268K -2,500 -2%
Franklin Resources
61
Franklin Resources
California
$18.5M +$3.17M +29,500 +23%
Principal Financial Group
62
Principal Financial Group
Iowa
$18.3M +$185K +1,728 +1%
BIM
63
BlackRock Investment Management
Delaware
$18.2M -$419K -3,905 -2%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$17M -$150K -1,400 -1%
EVM
65
Eaton Vance Management
Massachusetts
$16.9M -$1.09M -10,147 -7%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$16.7M +$13.4M +125,311 +741%
PPA
67
Parametric Portfolio Associates
Washington
$16.5M -$207K -1,926 -1%
DCM
68
Driehaus Capital Management
Illinois
$16.4M +$9.59M +89,406 +176%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$16.3M -$753K -7,014 -5%
USAA
70
United Services Automobile Association
Texas
$15.8M +$14.5M +134,869 New
STB
71
S&T Bank
Pennsylvania
$15.6M -$748K -6,967 -5%
RFC
72
Russell Frank Company
Washington
$15.5M +$11.1M +103,645 +357%
ICM
73
IronBridge Capital Management
Illinois
$15M +$574K +5,345 +4%
CCMH
74
Cornerstone Capital Management Holdings
New York
$14.8M +$12.6M +117,743 +1,379%
SO
75
STRS Ohio
Ohio
$14.6M

KEX Hedge Fund Activity: Q2 2014 in Review

316 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q2 2014, worth a combined $6.27B — up 16% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KEX positions and 29 closed out — a net gain of 23 holders — while 104 added to existing stakes and 114 trimmed.

The largest buyer was Norges Bank, adding an estimated $47.7M. The largest seller was Perkins Investment Management, cutting an estimated $68.4M.

  • 316 institutional investors held Kirby Corp (KEX) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $6.27B of Kirby Corp stock for Q2 2014, up 16% quarter-over-quarter.
  • 52 funds opened new Kirby Corp positions in Q2 2014 and 29 closed out, a net change of +23 holders.
  • The largest Kirby Corp buyer in Q2 2014 was Norges Bank, an estimated $47.7M added.
  • The largest Kirby Corp seller in Q2 2014 was Perkins Investment Management, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2014.