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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
AQR Capital Management
176
AQR Capital Management
Connecticut
$490K -$127K -1,513 -20%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$432K -$273K -3,257 -38%
PSUF
178
People's United Financial
Connecticut
$426K +$45.7K +545 +12%
HCM
179
Hodges Capital Management
Texas
$417K
PA
180
Profund Advisors
Maryland
$417K +$3.86K +46 +0.9%
WHG
181
Westwood Holdings Group
Texas
$401K
ProShare Advisors
182
ProShare Advisors
Maryland
$392K -$15.8K -189 -4%
FCM
183
Flinton Capital Management
Pennsylvania
$372K +$75.1K +896 +25%
GT
184
Glenmede Trust
Pennsylvania
$366K +$63.4K +756 +20%
OAM
185
Oppenheimer Asset Management
New York
$359K +$81.1K +967 +28%
FT
186
Fiduciary Trust
Massachusetts
$355K
GC
187
Globeflex Capital
California
$352K
TRCT
188
Tower Research Capital (TRC)
New York
$340K +$311K +3,703 +844%
LPL Financial
189
LPL Financial
California
$328K +$19.5K +232 +6%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$326K -$923 -11 -0.3%
PP
191
Paloma Partners
Connecticut
$320K +$326K +3,890 New
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$317K +$10.3K +123 +3%
SCM
193
Shelton Capital Management
Colorado
$308K
LCM
194
Laurion Capital Management
New York
$291K -$935K -11,149 -76%
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
$288K
RQS
196
Ramsey Quantitative Systems
Kentucky
$285K -$41.8K -499 -13%
AHC
197
Adell Harriman & Carpenter
Texas
$285K
FMT
198
First Mercantile Trust
Tennessee
$278K -$13.2K -157 -4%
NIS
199
National Investment Services
Wisconsin
$277K +$282K +3,364 New
ATC
200
Argent Trust Co
Tennessee
$274K

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.