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Kirby Corp

267 hedge funds and large institutions have $3.5B invested in Kirby Corp in 2016 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.85% more ownership

Funds ownership: 101.21%105.06% (+3.8%)

3% more capital invested

Capital invested by funds: $3.41B → $3.5B (+$86.6M)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

0% less funds holding

Funds holding: 268267 (-1)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

93% less call options, than puts

Call options by funds: $1.5M | Put options by funds: $22.9M

Holders
267
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
7.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
44
Increased
91
Reduced
91
Closed
43
Calls
$1.5M
Puts
$22.9M
Net Calls
-$21.4M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
51
BlackRock Investment Management
Delaware
$11.7M +$1.66M +28,939 +18%
STB
52
S&T Bank
Pennsylvania
$11.3M -$520K -9,055 -5%
OCA
53
Otter Creek Advisors
Florida
$10.9M +$10.1M +175,820 New
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$10.8M +$53.9K +940 +0.5%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$10.8M +$9.96M +173,493 +109,806%
KCM
56
Kennedy Capital Management
Missouri
$9.51M +$8.78M +153,003 New
RCAMU
57
Rothschild & Co Asset Management US
Connecticut
$9.49M +$616K +10,727 +8%
HA
58
Heartland Advisors
Wisconsin
$9.18M +$2.5M +43,642 +42%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$9.14M -$2.67M -46,600 -24%
CBOA
60
Commonwealth Bank of Australia
Australia
$9.13M +$7.56M +131,747 +868%
PGIM
61
Pacific Global Investment Management
California
$8.71M +$217K +3,785 +3%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$8.68M -$1.79M -31,164 -18%
LCM
63
Lafitte Capital Management
Texas
$8.48M +$660K +11,500 +9%
EAM
64
Edge Asset Management
Washington
$7.96M -$117K -2,044 -2%
WC
65
Walthausen & Co
New York
$7.58M +$1.58M +27,520 +29%
O
66
OppenheimerFunds
New York
$7.56M +$6.74M +117,414 +2,769%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$7.46M -$332K -5,791 -5%
MOACM
68
Mutual of America Capital Management
New York
$7.36M +$4.54M +79,085 +201%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$7.2M +$51.7K +900 +0.8%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$6.99M -$448K -7,800 -6%
NSIM
71
North Star Investment Management
Illinois
$6.89M
BA
72
BlackRock Advisors
Delaware
$6.83M +$4.59M +79,925 +266%
RCP
73
RIT Capital Partners
United Kingdom
$6.83M +$6.31M +110,000 New
TAM
74
Third Avenue Management
New York
$6.49M +$875K +15,241 +17%
AIG
75
American International Group
New York
$6.47M -$15.7K -273 -0.3%

KEX Hedge Fund Activity: Q3 2016 in Review

267 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q3 2016, worth a combined $3.5B — up 2.5% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new KEX positions and 43 closed out — a net gain of 1 holder — while 91 added to existing stakes and 91 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $109M. The largest seller was Frontier Capital Management, cutting an estimated $72.5M.

  • 267 institutional investors held Kirby Corp (KEX) as of Q3 2016, down from 268 in Q2 2016.
  • Funds reported $3.5B of Kirby Corp stock for Q3 2016, up 2.5% quarter-over-quarter.
  • 44 funds opened new Kirby Corp positions in Q3 2016 and 43 closed out, a net change of +1 holder.
  • The largest Kirby Corp buyer in Q3 2016 was Artisan Partners, an estimated $109M added.
  • The largest Kirby Corp seller in Q3 2016 was Frontier Capital Management, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2016.