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Kirby Corp

253 hedge funds and large institutions have $4.68B invested in Kirby Corp in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

3.84% more ownership

Funds ownership: 91.28%95.12% (+3.8%)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$192M)

7% less funds holding

Funds holding: 271253 (-18)

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

51% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $28M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
253
Holders Change
-18
Holders Change %
-6.64%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
23
Increased
101
Reduced
77
Closed
38
Calls
$13.7M
Puts
$28M
Net Calls
-$14.3M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$469M +$223M +2,653,183 +87%
BlackRock
2
BlackRock
New York
$416M +$8.5M +101,346 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$388M +$8.97M +107,010 +2%
ACM
4
Atlanta Capital Management
Georgia
$365M +$6.28M +74,902 +2%
ACH
5
ArrowMark Colorado Holdings
Colorado
$199M +$21.2M +253,163 +12%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$175M +$15.6M +185,738 +10%
Luther King Capital Management (LKCM)
7
Luther King Capital Management (LKCM)
Texas
$167M +$3.52M +41,997 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$145M -$12.4M -147,768 -8%
Artisan Partners
9
Artisan Partners
Wisconsin
$139M +$6.74M +80,325 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$138M +$22.6M +269,987 +19%
State Street
11
State Street
Massachusetts
$119M +$4.28M +51,085 +4%
RA
12
Royce & Associates
New York
$111M +$4.15M +49,506 +4%
Capital World Investors
13
Capital World Investors
California
$99.7M -$82.4M -983,000 -45%
Bank of America
14
Bank of America
North Carolina
$86.7M -$1.34M -15,920 -1%
JP Morgan Chase
15
JP Morgan Chase
New York
$83.8M +$6.97M +83,099 +9%
TA
16
Teachers Advisors
New York
$73.4M -$5.89M -70,279 -7%
Federated Hermes
17
Federated Hermes
Pennsylvania
$72.5M +$69.1M +824,181 +1,431%
VanEck Associates
18
VanEck Associates
New York
$65.4M -$210K -2,500 -0.3%
PC
19
Polar Capital
United Kingdom
$64.5M +$1.66M +19,814 +3%
Invesco
20
Invesco
Georgia
$55.3M +$209K +2,488 +0.4%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$52.4M -$664K -7,918 -1%
Capital International Investors
22
Capital International Investors
California
$48M +$48.9M +583,000 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$47.6M +$1.64M +19,584 +4%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$47.4M -$32.6M -388,298 -40%
Wells Fargo
25
Wells Fargo
California
$42.4M -$1.11M -13,177 -2%

KEX Hedge Fund Activity: Q3 2018 in Review

253 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q3 2018, worth a combined $4.68B — up 4.3% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of KEX and 23 opened new positions — a net loss of 15 holders — while 77 trimmed existing stakes and 101 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $223M. The largest seller was Capital World Investors, cutting an estimated $82.4M.

  • 253 institutional investors held Kirby Corp (KEX) as of Q3 2018, down from 271 in Q2 2018.
  • Funds reported $4.68B of Kirby Corp stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 23 funds opened new Kirby Corp positions in Q3 2018 and 38 closed out, a net change of -15 holders.
  • The largest Kirby Corp buyer in Q3 2018 was Baillie Gifford & Co, an estimated $223M added.
  • The largest Kirby Corp seller in Q3 2018 was Capital World Investors, an estimated $82.4M sold.

Based on aggregated 13F filings for Q3 2018.