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Kirby Corp

316 hedge funds and large institutions have $6.27B invested in Kirby Corp in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

42% more call options, than puts

Call options by funds: $7.49M | Put options by funds: $5.26M

16% more capital invested

Capital invested by funds: $5.39B → $6.27B (+$879M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 296316 (+20)

0.3% more ownership

Funds ownership: 93.48%93.78% (+0.3%)

9% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 114

Holders
316
Holders Change
+20
Holders Change %
+6.76%
% of All Funds
9.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
52
Increased
104
Reduced
114
Closed
29
Calls
$7.49M
Puts
$5.26M
Net Calls
+$2.23M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$421M +$7.44M +69,336 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$368M +$360K +3,352 +0.1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$313M +$5.35M +49,833 +2%
BFA
4
BlackRock Fund Advisors
California
$281M +$29.3M +272,943 +13%
JP Morgan Chase
5
JP Morgan Chase
New York
$256M +$1.59M +14,845 +0.7%
ACM
6
Atlanta Capital Management
Georgia
$254M -$52.7M -490,603 -18%
PIM
7
Perkins Investment Management
Illinois
$204M -$68.4M -637,222 -27%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$190M -$2.66M -24,765 -2%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$188M -$1.38M -12,813 -0.8%
State Street
10
State Street
Massachusetts
$186M +$1.18M +10,960 +0.7%
BIT
11
BlackRock Institutional Trust
California
$183M -$11.3M -104,918 -6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$173M -$27.3M -254,520 -15%
Invesco
13
Invesco
Georgia
$146M +$19.9K +185 +0%
FCM
14
Frontier Capital Management
Massachusetts
$117M -$4.48M -41,790 -4%
MCM
15
Munder Capital Management
Michigan
$114M -$16.1M -149,845 -13%
Norges Bank
16
Norges Bank
Norway
$104M +$47.7M +444,886 +100%
Primecap Management
17
Primecap Management
California
$99M -$7.08M -66,000 -7%
Bank of America
18
Bank of America
North Carolina
$97.7M +$36K +335 +0%
CWAM
19
Columbia Wanger Asset Management
Illinois
$94.2M -$11.6M -108,000 -12%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$87.5M +$22.2M +206,772 +38%
FMI
21
Fiduciary Management Inc
Wisconsin
$77.9M -$15.3M -142,420 -18%
RP
22
RR Partners
New York
$65M -$15.6M -145,700 -21%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$64.1M -$4.04M -37,606 -6%
TAM
24
Tiverton Asset Management
Delaware
$55.6M -$32.7M -304,900 -39%
Northern Trust
25
Northern Trust
Illinois
$54.2M -$4.23M -39,371 -8%

KEX Hedge Fund Activity: Q2 2014 in Review

316 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q2 2014, worth a combined $6.27B — up 16% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KEX positions and 29 closed out — a net gain of 23 holders — while 104 added to existing stakes and 114 trimmed.

The largest buyer was Norges Bank, adding an estimated $47.7M. The largest seller was Perkins Investment Management, cutting an estimated $68.4M.

  • 316 institutional investors held Kirby Corp (KEX) as of Q2 2014, up from 296 in Q1 2014.
  • Funds reported $6.27B of Kirby Corp stock for Q2 2014, up 16% quarter-over-quarter.
  • 52 funds opened new Kirby Corp positions in Q2 2014 and 29 closed out, a net change of +23 holders.
  • The largest Kirby Corp buyer in Q2 2014 was Norges Bank, an estimated $47.7M added.
  • The largest Kirby Corp seller in Q2 2014 was Perkins Investment Management, an estimated $68.4M sold.

Based on aggregated 13F filings for Q2 2014.