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Kirby Corp

271 hedge funds and large institutions have $3.83B invested in Kirby Corp in 2016 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 83 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $3.5B → $3.83B (+$331M)

1.83% more ownership

Funds ownership: 105.06%106.89% (+1.8%)

1% more funds holding

Funds holding: 267271 (+4)

19% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 103

86% less call options, than puts

Call options by funds: $4.91M | Put options by funds: $34.4M

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
45
Increased
83
Reduced
103
Closed
38
Calls
$4.91M
Puts
$34.4M
Net Calls
-$29.5M
Net Calls Change
-$8.13M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
126
UBS AM
Illinois
$1.75M -$454K -7,180 -21%
MSA
127
Mason Street Advisors
Wisconsin
$1.67M +$13.7K +217 +0.9%
SI
128
Sprott Inc
Ontario, Canada
$1.66M
LMGAM
129
Liberty Mutual Group Asset Management
Massachusetts
$1.64M +$56.6K +896 +4%
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$1.64M +$31.6K +500 +2%
SEI Investments
131
SEI Investments
Pennsylvania
$1.6M -$113K -1,783 -7%
ASRS
132
Arizona State Retirement System
Arizona
$1.6M +$196K +3,100 +15%
Fayez Sarofim & Co
133
Fayez Sarofim & Co
Texas
$1.54M -$126K -2,000 -8%
Swiss National Bank
134
Swiss National Bank
Switzerland
$1.47M
SOMRS
135
State of Michigan Retirement System
Michigan
$1.44M
FCM
136
Flinton Capital Management
Pennsylvania
$1.39M +$1.32M +20,848 New
N
137
Nuveen
North Carolina
$1.34M -$105K -1,662 -8%
HighTower Advisors
138
HighTower Advisors
Illinois
$1.25M -$126K -1,997 -10%
FIM
139
Fruth Investment Management
Texas
$1.24M +$196K +3,098 +20%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$1.24M
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$1.18M -$197K -3,120 -15%
OC
142
Oppenheimer & Co
New York
$1.18M -$373K -5,900 -25%
SRC
143
Stone Run Capital
New York
$1.17M -$781K -12,350 -41%
TAM
144
THB Asset Management
Connecticut
$1.17M +$4.11K +65 +0.4%
AP
145
AHL Partners
United Kingdom
$1.16M +$1.1M +17,404 New
VOYA Investment Management
146
VOYA Investment Management
Georgia
$1.1M -$7.08M -111,956 -87%
Westfield Capital Management
147
Westfield Capital Management
Massachusetts
$1.1M
BG
148
BlackRock Group
United Kingdom
$1.1M +$76.7K +1,213 +8%
AIP
149
Ameritas Investment Partners
Nebraska
$1.09M
HC
150
Henshaw Capital
Massachusetts
$1.08M

KEX Hedge Fund Activity: Q4 2016 in Review

271 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2016, worth a combined $3.83B — up 9.5% from $3.5B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KEX positions and 38 closed out — a net gain of 7 holders — while 83 added to existing stakes and 103 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $47.1M. The largest seller was Select Equity Group, exiting entirely with an estimated $57.1M sold.

  • 271 institutional investors held Kirby Corp (KEX) as of Q4 2016, up from 267 in Q3 2016.
  • Funds reported $3.83B of Kirby Corp stock for Q4 2016, up 9.5% quarter-over-quarter.
  • 45 funds opened new Kirby Corp positions in Q4 2016 and 38 closed out, a net change of +7 holders.
  • The largest Kirby Corp buyer in Q4 2016 was Teachers Advisors, an estimated $47.1M added.
  • The largest Kirby Corp seller in Q4 2016 was Select Equity Group, an estimated $57.1M sold.

Based on aggregated 13F filings for Q4 2016.