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Kirby Corp

253 hedge funds and large institutions have $4.68B invested in Kirby Corp in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

3.84% more ownership

Funds ownership: 91.28%95.12% (+3.8%)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$192M)

7% less funds holding

Funds holding: 271253 (-18)

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

51% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $28M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
253
Holders Change
-18
Holders Change %
-6.64%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
23
Increased
101
Reduced
77
Closed
38
Calls
$13.7M
Puts
$28M
Net Calls
-$14.3M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$5.67M -$13.2M -157,312 -70%
PGIM
77
Pacific Global Investment Management
California
$5.64M +$50.3K +600 +0.9%
WBC
78
Westpac Banking Corp
Australia
$5.46M
Parallax Volatility Advisers
79
Parallax Volatility Advisers
California
$5.41M -$65.5K -781 -1%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.32M +$2.22M +26,421 +69%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.24M -$770K -9,181 -13%
ERSOT
82
Employees Retirement System of Texas
Texas
$5.1M -$755K -9,000 -13%
Morgan Stanley
83
Morgan Stanley
New York
$5.04M -$741K -8,840 -13%
TCM
84
Tygh Capital Management
Oregon
$4.86M +$4.96M +59,093 New
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$4.79M -$116K -1,386 -2%
CIP
86
Chartwell Investment Partners
Pennsylvania
$4.65M +$4.74M +56,485 New
NIM
87
NXG Investment Management
Texas
$4.31M +$848K +10,115 +24%
TG
88
TCW Group
California
$4.16M +$129K +1,533 +3%
UBS AM
89
UBS AM
Illinois
$4.07M +$271K +3,232 +7%
PP
90
Prospector Partners
Connecticut
$3.51M +$67.1K +800 +2%
Hudson Bay Capital Management
91
Hudson Bay Capital Management
Connecticut
$3.5M +$3.56M +42,500 New
RHJA
92
Rice Hall James & Associates
California
$3.31M -$10.5K -125 -0.3%
CAMG
93
CWA Asset Management Group
Florida
$3.29M +$115K +1,374 +4%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$3.29M +$326K +3,892 +11%
GC
95
Guggenheim Capital
Illinois
$3.21M -$167K -1,987 -5%
ASRS
96
Arizona State Retirement System
Arizona
$3.15M +$80.5K +960 +3%
SDIC
97
South Dakota Investment Council
South Dakota
$2.95M
AllianceBernstein
98
AllianceBernstein
Tennessee
$2.94M -$109K -1,302 -4%
Prudential Financial
99
Prudential Financial
New Jersey
$2.81M +$27.7K +330 +1%
TPSF
100
Texas Permanent School Fund
Texas
$2.79M -$64.7K -772 -2%

KEX Hedge Fund Activity: Q3 2018 in Review

253 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q3 2018, worth a combined $4.68B — up 4.3% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of KEX and 23 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 101 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $223M. The largest seller was Capital World Investors, cutting an estimated $82.4M.

  • 253 institutional investors held Kirby Corp (KEX) as of Q3 2018, down from 271 in Q2 2018.
  • Funds reported $4.68B of Kirby Corp stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 23 funds opened new Kirby Corp positions in Q3 2018 and 38 closed out, a net change of -15 holders.
  • The largest Kirby Corp buyer in Q3 2018 was Baillie Gifford & Co, an estimated $223M added.
  • The largest Kirby Corp seller in Q3 2018 was Capital World Investors, an estimated $82.4M sold.

Based on aggregated 13F filings for Q3 2018.