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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
FNC
201
First National Corp
Massachusetts
$130K +$143K +1,936 New
NIT
202
NumerixS Investment Technologies
British Columbia, Canada
$126K -$37K -500 -21%
CG
203
Cutler Group
California
$108K +$62.2K +840 +109%
HNB
204
Huntington National Bank
Ohio
$102K -$7.1K -96 -6%
US Bancorp
205
US Bancorp
Minnesota
$82K +$7.47K +101 +9%
Bessemer Group
206
Bessemer Group
New Jersey
$77K -$18.1K -245 -18%
AG
207
Advisor Group
Arizona
$63K +$5.77K +78 +9%
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$61.9K -$217K -2,933 -76%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$52K +$1.92K +26 +3%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$48K
SP
211
Symmetry Partners
Connecticut
$45K +$49.5K +669 New
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$41K
CFGS
213
Concourse Financial Group Securities
Alabama
$39K +$25.2K +341 +142%
DWA
214
Dougherty Wealth Advisers
Minnesota
$39K +$39.1K +528 New
PCM
215
Penserra Capital Management
California
$37K +$40.8K +552 New
Schroder Investment Management Group
216
Schroder Investment Management Group
United Kingdom
$27.8K -$6.94M -93,822 -19%
AssetMark Inc
217
AssetMark Inc
California
$26K +$28.3K +382 New
TRCT
218
Tower Research Capital (TRC)
New York
$24K -$280K -3,782 -91%
BWP
219
Baldwin Wealth Partners
Massachusetts
$24K
QCG
220
Quadrant Capital Group
Ohio
$14K +$1.85K +25 +12%
PCP
221
Proficio Capital Partners
Massachusetts
$13K
SBL
222
Sargent Bickham Lagudis
Colorado
$13K +$14.4K +195 New
PA
223
Parallel Advisors
California
$12K
ASN
224
Advisory Services Network
Georgia
$11K
GAM
225
Gemmer Asset Management
California
$11K

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.