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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
TG
151
TCW Group
California
$1.06M +$975K +16,992 New
FIM
152
Friedberg Investment Management
Texas
$1.03M
Westfield Capital Management
153
Westfield Capital Management
Massachusetts
$1.03M -$18.3M -318,115 -95%
AIP
154
Ameritas Investment Partners
Nebraska
$1.02M +$454K +7,918 +93%
HC
155
Henshaw Capital
Massachusetts
$1.01M
FIM
156
Fruth Investment Management
Texas
$969K -$5.74K -100 -0.6%
BG
157
BlackRock Group
United Kingdom
$955K -$35.3K -615 -4%
FG
158
Formula Growth
Quebec, Canada
$932K -$287K -5,000 -25%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$864K -$23K -400 -3%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$852K +$786K +13,700 New
Jane Street
161
Jane Street
New York
$842K +$428K +7,466 +123%
Barclays
162
Barclays
United Kingdom
$786K +$496K +8,634 +216%
GT
163
Glenmede Trust
Pennsylvania
$784K -$15.3K -266 -2%
LW
164
Linscomb Wealth
Texas
$779K
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$752K
JHIU
166
Janus Henderson Investors US
Colorado
$727K +$671K +11,700 New
AAM
167
Aureus Asset Management
Massachusetts
$698K -$74K -1,290 -10%
AG
168
Aperio Group
California
$686K -$45.5K -793 -7%
CIM
169
CenturyLink Investment Management
Colorado
$681K +$629K +10,960 New
AQR Capital Management
170
AQR Capital Management
Connecticut
$677K -$953K -16,606 -60%
GVT
171
Genesee Valley Trust
New York
$671K +$15K +261 +2%
SAM
172
Sequent Asset Management
Texas
$622K
URS
173
Utah Retirement Systems
Utah
$600K
NMIMC
174
Northwestern Mutual Investment Management Company
Wisconsin
$576K -$1.44K -25 -0.3%
ANTB
175
AMG National Trust Bank
Colorado
$565K +$6.54K +114 +1%

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.