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Kirby Corp

324 hedge funds and large institutions have $4.29B invested in Kirby Corp in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 92.21%93.12% (+0.91%)

0% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 57

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

1% less funds holding

Funds holding: 328324 (-4)

31% less capital invested

Capital invested by funds: $6.2B → $4.29B (-$1.91B)

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

77% less call options, than puts

Call options by funds: $3.37M | Put options by funds: $14.7M

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
8.64%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.08%
New
57
Increased
111
Reduced
113
Closed
57
Calls
$3.37M
Puts
$14.7M
Net Calls
-$11.3M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$365M +$115M +1,161,965 +35%
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M +$15.6M +157,276 +5%
BFA
3
BlackRock Fund Advisors
California
$247M +$44.6M +450,678 +17%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$205M -$30.7M -309,854 -11%
JP Morgan Chase
5
JP Morgan Chase
New York
$193M +$23.9M +240,860 +11%
ACM
6
Atlanta Capital Management
Georgia
$180M +$6.82M +68,862 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$138M +$28.8M +290,697 +20%
State Street
8
State Street
Massachusetts
$132M +$6.19M +62,484 +4%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$128M -$2.77M -27,965 -2%
BIT
10
BlackRock Institutional Trust
California
$123M +$104K +1,047 +0.1%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$111M +$41.7M +421,280 +44%
PIM
12
Perkins Investment Management
Illinois
$110M -$20.3M -204,660 -13%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$92.5M -$37M -373,961 -25%
Invesco
14
Invesco
Georgia
$78.9M -$21M -212,066 -18%
Bank of America
15
Bank of America
North Carolina
$70.1M +$3.67M +37,065 +4%
Victory Capital Management
16
Victory Capital Management
Texas
$69.7M +$85.5M +862,722 New
CWAM
17
Columbia Wanger Asset Management
Illinois
$63.1M +$21.4M +215,900 +38%
TAM
18
Tiverton Asset Management
Delaware
$60.6M +$44.6M +450,000 +150%
Primecap Management
19
Primecap Management
California
$57.5M -$8.26M -83,350 -10%
Bessemer Group
20
Bessemer Group
New Jersey
$55M -$12.9M -130,629 -16%
Renaissance Technologies
21
Renaissance Technologies
New York
$46.6M +$57.2M +577,100 New
FCM
22
Frontier Capital Management
Massachusetts
$42.4M -$47.5M -479,774 -48%
Goldman Sachs
23
Goldman Sachs
New York
$39.8M +$9.07M +91,600 +23%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$39.7M +$3.59M +36,237 +8%
Norges Bank
25
Norges Bank
Norway
$37.5M +$1.88M +18,972 +4%

KEX Hedge Fund Activity: Q4 2014 in Review

324 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2014, worth a combined $4.29B — down 31% from $6.2B a quarter earlier.

Fund positioning in KEX was balanced in Q4 2014: 57 funds opened new positions, 57 closed out, 111 added to existing stakes and 113 trimmed.

The largest buyer was Select Equity Group, adding an estimated $115M. The largest seller was Frontier Capital Management, cutting an estimated $47.5M.

  • 324 institutional investors held Kirby Corp (KEX) as of Q4 2014, down from 328 in Q3 2014.
  • Funds reported $4.29B of Kirby Corp stock for Q4 2014, down 31% quarter-over-quarter.
  • 57 funds opened new Kirby Corp positions in Q4 2014 and 57 closed out, a net change of 0 holders.
  • The largest Kirby Corp buyer in Q4 2014 was Select Equity Group, an estimated $115M added.
  • The largest Kirby Corp seller in Q4 2014 was Frontier Capital Management, an estimated $47.5M sold.

Based on aggregated 13F filings for Q4 2014.