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Kirby Corp

259 hedge funds and large institutions have $4.28B invested in Kirby Corp in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

130% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $739K

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

14% more capital invested

Capital invested by funds: $3.75B → $4.28B (+$536M)

4% more funds holding

Funds holding: 248259 (+11)

0.69% less ownership

Funds ownership: 93.97%93.29% (-0.69%)

35% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 102

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
38
Increased
66
Reduced
102
Closed
23
Calls
$1.7M
Puts
$739K
Net Calls
+$959K
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
51
Mutual of America Capital Management
New York
$10.9M -$79.5K -1,062 -0.7%
STB
52
S&T Bank
Pennsylvania
$10.4M -$650K -8,687 -6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$10.2M +$659K +8,803 +7%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$9.76M -$427K -5,700 -4%
HW
55
Hancock Whitney
Mississippi
$9.74M +$221K +2,959 +2%
Morgan Stanley
56
Morgan Stanley
New York
$9.54M +$636K +8,501 +7%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$9.09M -$210K -2,800 -2%
Loomis, Sayles & Company
58
Loomis, Sayles & Company
Massachusetts
$9.04M -$564K -7,538 -6%
OCA
59
Otter Creek Advisors
Florida
$8.68M -$1.54M -20,628 -15%
O
60
OppenheimerFunds
New York
$8.55M -$11K -147 -0.1%
NSIM
61
North Star Investment Management
Illinois
$8.52M
Lazard Asset Management
62
Lazard Asset Management
New York
$8.4M -$53.2M -711,395 -87%
HA
63
Heartland Advisors
Wisconsin
$8.39M -$54.8K -732 -0.7%
AIG
64
American International Group
New York
$8.27M -$276K -3,683 -3%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$7.58M
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$7.17M -$187K -2,504 -3%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$7.08M -$3.01M -40,205 -30%
CCM
68
Crestwood Capital Management
New York
$7.05M +$6.86M +91,638 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$6.82M -$203K -2,713 -3%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.61M -$231K -3,093 -3%
Legal & General Group
71
Legal & General Group
United Kingdom
$6.32M +$263K +3,519 +4%
HP
72
Hosking Partners
United Kingdom
$5.64M +$229K +3,060 +4%
PGIM
73
Pacific Global Investment Management
California
$5.52M -$257K -3,428 -5%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.52M -$364K -4,863 -6%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$5.52M +$10.9K +146 +0.2%

KEX Hedge Fund Activity: Q1 2018 in Review

259 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q1 2018, worth a combined $4.28B — up 14% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KEX positions and 23 closed out — a net gain of 15 holders — while 66 added to existing stakes and 102 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $31.3M. The largest seller was Lazard Asset Management, cutting an estimated $53.2M.

  • 259 institutional investors held Kirby Corp (KEX) as of Q1 2018, up from 248 in Q4 2017.
  • Funds reported $4.28B of Kirby Corp stock for Q1 2018, up 14% quarter-over-quarter.
  • 38 funds opened new Kirby Corp positions in Q1 2018 and 23 closed out, a net change of +15 holders.
  • The largest Kirby Corp buyer in Q1 2018 was VanEck Associates, an estimated $31.3M added.
  • The largest Kirby Corp seller in Q1 2018 was Lazard Asset Management, an estimated $53.2M sold.

Based on aggregated 13F filings for Q1 2018.