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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
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$835K -$33.8K -403 -4%
PVWM
152
Point View Wealth Management
New Jersey
$827K -$5.12K -61 -0.6%
FG
153
Formula Growth
Quebec, Canada
$823K
LCM
154
Logan Capital Management
Pennsylvania
$821K +$34.3K +409 +4%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$801K -$117K -1,400 -13%
EP
156
Elkfork Partners
Oregon
$791K +$160K +1,904 +25%
USAA
157
United Services Automobile Association
Texas
$775K -$11.4K -136 -1%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$750K +$6.12K +73 +0.8%
Brown Advisory
159
Brown Advisory
Maryland
$740K +$1.59K +19 +0.2%
GHCM
160
Glen Harbor Capital Management
California
$652K +$131K +1,568 +25%
TAM
161
THB Asset Management
Connecticut
$634K -$104K -1,241 -14%
RCM
162
Riverhead Capital Management
Delaware
$587K +$117K +1,400 +24%
GC
163
Gratus Capital
Georgia
$584K -$50.3K -600 -8%
UFF
164
USA Financial Formulas
Michigan
$578K +$580K +6,915 New
AAM
165
Advisors Asset Management
Colorado
$572K +$157K +1,873 +37%
AAM
166
Aureus Asset Management
Massachusetts
$542K -$67.1K -800 -11%
SAM
167
Securian Asset Management
Minnesota
$536K -$8.39K -100 -2%
SO
168
STRS Ohio
Ohio
$531K +$24.9K +297 +5%
ELI
169
Empire Life Investments
Ontario, Canada
$524K +$7.88K +94 +1%
GH
170
GAM Holding
Switzerland
$522K -$607K -7,238 -53%
CGH
171
Crossmark Global Holdings
Texas
$518K -$31.9K -380 -6%
SB
172
Simmons Bank
Arkansas
$512K +$31.4K +375 +6%
MCIM
173
Meadow Creek Investment Management
Georgia
$512K +$103K +1,232 +25%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$505K +$23.6K +281 +5%
NFGCM
175
Norman Fields Gottscho Capital Management
New York
$494K

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.