Kirby Corp
268 hedge funds and large institutions have $3.38B invested in Kirby Corp in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 90 reducing their positions, and 30 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
30% more capital inflows, than outflows
Capital inflows: $432M | Capital outflows: $332M
27% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 30
13% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 90
2% more funds holding
Funds holding: 262 → 268 (+6)
2.12% more ownership
Funds ownership: 98.28% → 100.41% (+2.1%)
32% less call options, than puts
Call options by funds: $4.44M | Put options by funds: $6.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$92.5M |
| 2 |
RS Investment Management
San Francisco,
California
|
+$55M |
| 3 |
Neuberger Berman Group
New York
|
+$41.3M |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$18.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USS Investment Management
London,
United Kingdom
|
-$58.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$34.3M |
| 3 |
D.E. Shaw & Co
New York
|
-$21.9M |
| 4 |
Vaughan Nelson Investment Management
Houston,
Texas
|
-$19M |
| 5 |
Select Equity Group
New York
|
-$18.7M |
KEX Hedge Fund Activity: Q2 2016 in Review
268 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q2 2016, worth a combined $3.38B — up 6.1% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new KEX positions and 30 closed out — a net gain of 8 holders — while 102 added to existing stakes and 90 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $92.5M. The largest seller was USS Investment Management, exiting entirely with an estimated $58.9M sold.
- 268 institutional investors held Kirby Corp (KEX) as of Q2 2016, up from 262 in Q1 2016.
- Funds reported $3.38B of Kirby Corp stock for Q2 2016, up 6.1% quarter-over-quarter.
- 38 funds opened new Kirby Corp positions in Q2 2016 and 30 closed out, a net change of +8 holders.
- The largest Kirby Corp buyer in Q2 2016 was Wellington Management Group, an estimated $92.5M added.
- The largest Kirby Corp seller in Q2 2016 was USS Investment Management, an estimated $58.9M sold.
Based on aggregated 13F filings for Q2 2016.