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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
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$307K -$42.4K -671 -13%
AHC
202
Adell Harriman & Carpenter
Texas
$306K
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$302K +$14.9K +235 +5%
Balyasny Asset Management
204
Balyasny Asset Management
Illinois
$294K +$279K +4,416 New
WHG
205
Westwood Holdings Group
Texas
$283K +$9.8K +155 +4%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$281K -$10.1K -160 -4%
IRF
207
IBM Retirement Fund
New York
$280K -$47.2K -746 -15%
WJA
208
Williams Jones & Associates
New York
$278K -$12.6K -200 -5%
Walleye Trading
209
Walleye Trading
New York
$270K +$257K +4,066 New
SB
210
Suntrust Banks
Georgia
$252K -$3.79K -60 -2%
LIA
211
LS Investment Advisors
Michigan
$249K +$14.8K +234 +7%
UBS Group
212
UBS Group
Switzerland
$240K +$14K +221 +7%
LPL Financial
213
LPL Financial
California
$229K
SCM
214
Shapiro Capital Management
Georgia
$226K -$12.6K -200 -6%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$218K -$43.6K -690 -17%
WAM
216
World Asset Management
Michigan
$218K -$14K -221 -6%
FMT
217
First Mercantile Trust
Tennessee
$214K -$1.07M -16,862 -84%
TG
218
TLP Group
Illinois
$187K +$178K +2,810 New
JG
219
Jefferies Group
New York
$184K +$175K +2,763 New
GS
220
GAM Systematic
United Kingdom
$178K +$169K +2,674 New
PAM
221
Panagora Asset Management
Massachusetts
$160K
HNB
222
Huntington National Bank
Ohio
$147K -$63.5K -1,005 -31%
RCM
223
Riverhead Capital Management
Delaware
$140K
Bessemer Group
224
Bessemer Group
New Jersey
$135K -$282K -4,453 -69%
Victory Capital Management
225
Victory Capital Management
Texas
$108K -$2.47K -39 -2%

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.