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Kirby Corp

271 hedge funds and large institutions have $4.49B invested in Kirby Corp in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 96 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 259271 (+12)

5% more capital invested

Capital invested by funds: $4.28B → $4.49B (+$207M)

9% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 96

2.01% less ownership

Funds ownership: 93.29%91.28% (-2%)

93% less call options, than puts

Call options by funds: $2.52M | Put options by funds: $34.8M

Holders
271
Holders Change
+12
Holders Change %
+4.63%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
40
Increased
87
Reduced
96
Closed
26
Calls
$2.52M
Puts
$34.8M
Net Calls
-$32.3M
Net Calls Change
-$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$415M +$11.2M +128,826 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$385M +$5.25M +60,538 +1%
ACM
3
Atlanta Capital Management
Georgia
$365M -$3.09M -35,551 -0.8%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$255M -$5.06M -58,307 -2%
Capital World Investors
5
Capital World Investors
California
$184M
ACH
6
ArrowMark Colorado Holdings
Colorado
$181M -$47.7M -549,780 -20%
Luther King Capital Management (LKCM)
7
Luther King Capital Management (LKCM)
Texas
$167M +$4.37M +50,353 +3%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$163M -$41.8M -482,118 -20%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$160M -$22.2M -256,325 -12%
Artisan Partners
10
Artisan Partners
Wisconsin
$134M -$5.93M -68,314 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$118M -$32.1M -370,312 -21%
State Street
12
State Street
Massachusetts
$116M -$1.75M -20,172 -1%
RA
13
Royce & Associates
New York
$109M +$2.15M +24,730 +2%
Bank of America
14
Bank of America
North Carolina
$89.5M +$9.66M +111,281 +12%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$80.7M -$4.08M -47,060 -5%
TA
16
Teachers Advisors
New York
$80.4M -$12.3M -142,149 -13%
JP Morgan Chase
17
JP Morgan Chase
New York
$78.2M +$56.3M +648,889 +226%
HIM
18
Hermes Investment Management
United Kingdom
$68.7M -$3.8M -43,789 -5%
VanEck Associates
19
VanEck Associates
New York
$66.7M +$32.9M +379,470 +91%
Invesco
20
Invesco
Georgia
$56M -$1.99M -22,908 -3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$53.9M -$1.89M -21,728 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$46.8M -$1.67M -19,225 -3%
Wells Fargo
23
Wells Fargo
California
$44.2M +$25.4M +293,152 +125%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$42.6M -$23.9M -275,958 -35%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$41M +$2.68M +30,903 +7%

KEX Hedge Fund Activity: Q2 2018 in Review

271 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q2 2018, worth a combined $4.49B — up 4.8% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new KEX positions and 26 closed out — a net gain of 14 holders — while 87 added to existing stakes and 96 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $56.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $47.7M.

  • 271 institutional investors held Kirby Corp (KEX) as of Q2 2018, up from 259 in Q1 2018.
  • Funds reported $4.49B of Kirby Corp stock for Q2 2018, up 4.8% quarter-over-quarter.
  • 40 funds opened new Kirby Corp positions in Q2 2018 and 26 closed out, a net change of +14 holders.
  • The largest Kirby Corp buyer in Q2 2018 was JP Morgan Chase, an estimated $56.3M added.
  • The largest Kirby Corp seller in Q2 2018 was ArrowMark Colorado Holdings, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2018.