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Kirby Corp
KEX

262 hedge funds and large institutions have $3.17B invested in Kirby Corp in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 84 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $1.52M

31% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 84

23% more capital invested

Capital invested by funds: $2.57B → $3.17B (+$596M)

7.64% more ownership

Funds ownership: 90.64% → 98.28% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less funds holding

Funds holding: 273 → 262 (-11)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
262
Holders Change
-11
Holders Change %
-4.03%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
37
Increased
110
Reduced
84
Closed
47
Calls
$2.38M
Puts
$1.52M
Net Calls
+$859K
Net Calls Change
+$3.88M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$172M
2
ACM
Atlanta Capital Management
Georgia
+$59.5M
3
RA
Royce & Associates
New York
+$50.7M
4
FCM
Frontier Capital Management
Massachusetts
+$23.7M
5
Wells Fargo
Wells Fargo
California
+$21.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$28.6M
3
Millennium Management
Millennium Management
New York
-$25.2M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
-$24.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$214M +$568K +10,422 +0.3%
ACM
2
Atlanta Capital Management
Georgia
$198M +$59.5M +1,091,721 +50%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$190M +$172M +3,154,060 New
BFA
4
BlackRock Fund Advisors
California
$134M -$4.47M -81,933 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$122M -$7.88M -144,459 -7%
Wells Fargo
6
Wells Fargo
California
$97.8M +$21.1M +387,519 +31%
BIT
7
BlackRock Institutional Trust
California
$92.9M -$1.16M -21,222 -1%
State Street
8
State Street
Massachusetts
$91.5M +$478K +8,771 +0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$91.4M +$11.8M +216,683 +17%
FCM
10
Frontier Capital Management
Massachusetts
$86.5M +$23.7M +433,991 +43%
Select Equity Group
11
Select Equity Group
New York
$83.6M +$1.15M +21,064 +2%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$82.7M +$889K +16,304 +1%
FMI
13
Fiduciary Management Inc
Wisconsin
$81.4M +$19.3M +353,755 +36%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$68.7M +$15.9M +291,028 +34%
Invesco
15
Invesco
Georgia
$68.6M +$3.19M +58,572 +5%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$67.4M -$2.76M -50,649 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$67.3M -$28.6M -524,100 -32%
RA
18
Royce & Associates
New York
$63.5M +$50.7M +929,400 +755%
Bank of America
19
Bank of America
North Carolina
$60.6M +$8.06M +147,778 +17%
ACH
20
ArrowMark Colorado Holdings
Colorado
$59M +$20.5M +375,969 +62%
UIM
21
USS Investment Management
United Kingdom
$58.9M – – –
VNIM
22
Vaughan Nelson Investment Management
Texas
$53.5M +$7.1M +130,250 +17%
PPC
23
Park Presidio Capital
California
$48.2M +$3.55M +65,000 +9%
Primecap Management
24
Primecap Management
California
$47.8M +$10.6M +195,245 +33%
HIM
25
Hermes Investment Management
United Kingdom
$41M +$4.32M +79,239 +13%
1
2 3 4 5

KEX Hedge Fund Activity: Q1 2016 in Review

262 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q1 2016, worth a combined $3.17B — up 23% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of KEX and 37 opened new positions — a net loss of 10 holders — while 84 trimmed existing stakes and 110 added.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $172M. The largest seller was Goldman Sachs, cutting an estimated $55M.

  • 262 institutional investors held Kirby Corp (KEX) as of Q1 2016, down from 273 in Q4 2015.
  • Funds reported $3.17B of Kirby Corp stock for Q1 2016, up 23% quarter-over-quarter.
  • 37 funds opened new Kirby Corp positions in Q1 2016 and 47 closed out, a net change of -10 holders.
  • The largest Kirby Corp buyer in Q1 2016 was Baillie Gifford & Co, an estimated $172M added.
  • The largest Kirby Corp seller in Q1 2016 was Goldman Sachs, an estimated $55M sold.

Based on aggregated 13F filings for Q1 2016.