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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
Citigroup
151
Citigroup
New York
$570K -$141K -1,902 -18%
USAA
152
United Services Automobile Association
Texas
$556K -$85.8K -1,160 -12%
GHCM
153
Glen Harbor Capital Management
California
$534K
TAM
154
THB Asset Management
Connecticut
$520K
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$510K -$115K -1,548 -17%
UBS Group
156
UBS Group
Switzerland
$486K -$639K -8,629 -55%
RCM
157
Riverhead Capital Management
Delaware
$481K
GC
158
Gratus Capital
Georgia
$464K -$14.8K -200 -3%
SCM
159
Stevens Capital Management
Pennsylvania
$444K +$488K +6,595 New
AAM
160
Aureus Asset Management
Massachusetts
$443K
AW
161
Alpha Windward
Massachusetts
$443K +$464K +6,272 +2,017%
KeyBank National Association
162
KeyBank National Association
Ohio
$440K +$483K +6,528 New
SAM
163
Securian Asset Management
Minnesota
$439K
SRAM
164
Stone Ridge Asset Management
New York
$438K -$353K -4,774 -42%
SOADOR
165
State of Alaska Department of Revenue
Alaska
$420K +$7.77K +105 +2%
MCIM
166
Meadow Creek Investment Management
Georgia
$419K
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$409K +$449K +6,067 New
NFGCM
168
Norman Fields Gottscho Capital Management
New York
$404K
AAM
169
Advisors Asset Management
Colorado
$386K -$90.1K -1,218 -18%
SO
170
STRS Ohio
Ohio
$386K -$53.6K -724 -11%
PSUF
171
People's United Financial
Connecticut
$360K +$11.8K +159 +3%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$358K +$185K +2,501 +88%
WHG
173
Westwood Holdings Group
Texas
$340K +$13K +176 +4%
HCM
174
Hodges Capital Management
Texas
$339K -$2.74K -37 -0.7%
CGH
175
Crossmark Global Holdings
Texas
$333K -$99.9K -1,350 -21%

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.