Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kirby Corp (KEX)

427 + Investors. Track Smart Money conviction in KEX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — KEX

Based on 430 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added KEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
430 hedge funds hold KEX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

238 buying195 selling
Last quarter: 238 funds bought or added vs 195 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~83 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 56 → 72 → 84 → 83. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 19% new
265 out of 430 hedge funds have held KEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+14% value, -3% shares)

Value
+14%
Shares
-3%
Last quarter: total value of institutional KEX holdings rose +14% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

67 → 56 → 72 → 84 → 83 new funds/Q
New funds entering each quarter: 56 → 72 → 84 → 83. A growing number of institutions are discovering KEX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 434 holders: 288 (66%) are 2+ year veterans, 54 entered 1–2 years ago, and 92 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
56 of 429 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in KEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KEX

In 2026 Q1, 238 hedge funds were net buyers of KEX (83 opened a new position, 155 added to an existing one), while 195 reduced or exited (137 trimmed, 58 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in KEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 430.

Hedge Fund Ownership: KEX

How many hedge funds hold KEX — quarterly history vs. share price
Quarterly hedge fund ownership of KEX vs. share price

Market Analysis: KEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KEX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Kirby Corp (KEX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KEX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
KEX
+6.1%
XLI
+10.5%

KEX outperformed XLI by -4.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
KEX
-3.2%
XLI
+4.2%

Since the filing became public, KEX outperformed XLI by -7.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: KEX
427 + Investors

Track Smart Money conviction in KEX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 427 405 5.43%
13F Shares 53M 55M -3.05%
Total Value $6.83B $5.99B 14.08%
New Positions 81 84 -3
Increased Positions 154 99 +55
Closed Positions 59 68 -9
Reduced Positions 135 174 -39
Total Calls 2 2 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.5 0.5 Bearish

Statistics: KEX

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

427 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KEX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 KEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlantic Investment Management, INC. 19.89% 257,000 $34.2M
2 Appian Way Asset Management LP 10.10% 675,546 $56.4M
3 12th Street Asset Management Company, LLC 6.33% 291,138 $38.7M
4 Mountaineer Partners Management, LLC 5.88% 89,017 $11.8M
5 VELA Investment Management, LLC 4.39% 143,898 $19.1M
6 Park West Asset Management LLC 2.40% 212,510 $28.2M
7 Pullen Investment Management, LLC 2.37% 35,461 $4.7M
8 Sapience Investments, LLC 2.34% 136 $18K
9 SMA Capital LLC 2.09% 36,460 $4.8M
10 Encompass Capital Advisors LLC 1.87% 469,611 $62.4M
11 Hourglass Capital, LLC 1.81% 65,565 $8.7M
12 ArrowMark Colorado Holdings LLC 1.66% 470,548 $62.5M
13 Washington Capital Management, Inc 1.25% 11,095 $1.5M
14 King Luther Capital Management Corp 0.90% 1,560,791 $207.4M
15 Frontier Capital Management Co LLC 0.88% 644,329 $85.6M
16 Skylands Capital, LLC 0.80% 45,930 $6.1M
17 Hodges Capital Management Inc. 0.79% 71,704 $9.5M
18 Taproot Management LP 0.77% 30,878 $4.1M
19 Formula Growth Ltd 0.70% 11,745 $1.6M
20 SummitTX Capital, L.P. 0.69% 166,254 $22.1M
21 Yaupon Capital Management LP 0.69% 165,540 $22.0M
22 First Dallas Securities Inc. 0.63% 12,815 $1.7M
23 Hood River Capital Management LLC 0.62% 464,322 $61.7M
24 Chesapeake Asset Management LLC 0.60% 5,730 $761K
25 Stanley-Laman Group, Ltd. 0.60% 36,898 $4.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Kirby Corp (KEX)

What does the Smart Money Trend signal show for KEX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KEX?

Slight buying edge — 55% buying: Last quarter: 238 funds bought or added vs 195 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KEX holders?

Elite ownership — 51% AUM from top-100 funds: 56 of 429 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in KEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KEX?

62% of holders stayed for 2+ years: 265 out of 430 hedge funds have held KEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Kirby Corp (KEX) following the 2026 Q1 hedge fund 13F filings?

As of today, KEX has moved -3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -7.4%. Since the quarter end (March 31, 2026), KEX has gained +6.1% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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