We are live on ! Find out more
KEX icon

Kirby Corp

250 hedge funds and large institutions have $3.85B invested in Kirby Corp in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $4.32M

0.96% more ownership

Funds ownership: 95.12%96.08% (+0.96%)

8% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 39

1% less funds holding

Funds holding: 253250 (-3)

18% less capital invested

Capital invested by funds: $4.68B → $3.85B (-$836M)

19% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 93

Holders
250
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
5.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
36
Increased
75
Reduced
93
Closed
39
Calls
$4.88M
Puts
$4.32M
Net Calls
+$558K
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$518M +$147M +1,987,646 +35%
BlackRock
2
BlackRock
New York
$344M +$3.34M +45,084 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$327M +$9.81M +132,580 +3%
ACM
4
Atlanta Capital Management
Georgia
$298M -$1.5M -20,261 -0.5%
ACH
5
ArrowMark Colorado Holdings
Colorado
$168M +$5.38M +72,644 +3%
Diamond Hill Capital Management
6
Diamond Hill Capital Management
Ohio
$161M +$18.7M +252,076 +12%
Luther King Capital Management (LKCM)
7
Luther King Capital Management (LKCM)
Texas
$133M -$4.36M -58,936 -3%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$119M +$6.59M +89,045 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$118M -$1.52M -20,516 -1%
Artisan Partners
10
Artisan Partners
Wisconsin
$104M -$10.9M -146,993 -9%
Bank of America
11
Bank of America
North Carolina
$93.7M +$24.9M +336,555 +32%
RA
12
Royce & Associates
New York
$90.5M -$660K -8,922 -0.7%
State Street
13
State Street
Massachusetts
$89.9M -$8.17M -110,343 -8%
Federated Hermes
14
Federated Hermes
Pennsylvania
$58.4M -$1.08M -14,662 -2%
Millennium Management
15
Millennium Management
New York
$50M +$54.9M +742,246 New
VanEck Associates
16
VanEck Associates
New York
$46M -$8.23M -111,200 -14%
Invesco
17
Invesco
Georgia
$42.6M -$3.01M -40,722 -6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$41.6M -$1.49M -20,184 -3%
Capital International Investors
19
Capital International Investors
California
$39.3M
American Century Companies
20
American Century Companies
Missouri
$38.1M +$41.8M +564,941 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$37.6M -$1.48M -20,052 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$37M +$2.94M +39,784 +8%
PC
23
Polar Capital
United Kingdom
$33.9M -$20.8M -280,531 -36%
Wells Fargo
24
Wells Fargo
California
$32.6M -$2.33M -31,435 -6%
Norges Bank
25
Norges Bank
Norway
$32.1M

KEX Hedge Fund Activity: Q4 2018 in Review

250 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Kirby Corp (KEX) for Q4 2018, worth a combined $3.85B — down 18% from $4.68B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of KEX and 36 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 75 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $147M. The largest seller was Capital World Investors, exiting entirely with an estimated $99.7M sold.

  • 250 institutional investors held Kirby Corp (KEX) as of Q4 2018, down from 253 in Q3 2018.
  • Funds reported $3.85B of Kirby Corp stock for Q4 2018, down 18% quarter-over-quarter.
  • 36 funds opened new Kirby Corp positions in Q4 2018 and 39 closed out, a net change of -3 holders.
  • The largest Kirby Corp buyer in Q4 2018 was Baillie Gifford & Co, an estimated $147M added.
  • The largest Kirby Corp seller in Q4 2018 was Capital World Investors, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2018.