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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
Victory Capital Management
51
Victory Capital Management
Texas
$9.22M -$2.74M -37,025 -21%
KCM
52
Kennedy Capital Management
Missouri
$9.15M -$118K -1,591 -1%
CTA
53
Carillon Tower Advisers
Florida
$8.31M +$9.13M +123,400 New
Russell Investments Group
54
Russell Investments Group
United Kingdom
$8.19M +$2.15M +29,021 +31%
CCM
55
Crestwood Capital Management
New York
$8M +$12K +162 +0.1%
First Trust Advisors
56
First Trust Advisors
Illinois
$7.84M -$14.6M -196,926 -63%
HA
57
Heartland Advisors
Wisconsin
$7.75M -$41.8K -565 -0.5%
AIG
58
American International Group
New York
$7.4M +$20.9K +283 +0.3%
Loomis, Sayles & Company
59
Loomis, Sayles & Company
Massachusetts
$7.34M -$27.8K -376 -0.3%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$7.28M -$8.44K -114 -0.1%
EVM
61
Eaton Vance Management
Massachusetts
$6.81M +$272K +3,673 +4%
AllianceBernstein
62
AllianceBernstein
Tennessee
$6.67M +$4.68M +63,247 +177%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$6.53M -$76.2K -1,030 -1%
MPAM
64
Monarch Partners Asset Management
Massachusetts
$6.47M -$5.96M -80,494 -46%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$6.15M -$281K -3,800 -4%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.11M +$102K +1,378 +2%
TCM
67
Tygh Capital Management
Oregon
$6.1M +$2.33M +31,472 +53%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.96M +$1.76M +23,815 +37%
HW
69
Hancock Whitney
Mississippi
$5.91M -$649K -8,769 -9%
Legal & General Group
70
Legal & General Group
United Kingdom
$5.41M -$319K -4,310 -5%
STB
71
S&T Bank
Pennsylvania
$5.35M -$834K -11,272 -12%
NSIM
72
North Star Investment Management
Illinois
$5.3M
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.2M +$998K +13,485 +21%
HP
74
Hosking Partners
United Kingdom
$5.2M +$413K +5,587 +8%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$4.92M +$31.2K +422 +0.6%

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.