UBS O'Connor’s Kinder Morgan KMI Stock Holding History

UBS O'Connor’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-25,000	Closed	-$101K	–	486
2013 Q4	$101K	Hold	25,000	–	–	﹤0.01%	360
2013 Q3	$123K	Sell	25,000 -334,472	-93%	-$12.5M	﹤0.01%	367
2013 Q2	$1.82M	Buy	+359,472	New	+$13.9M	0.03%	332

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

UBS O'Connor's KMI Position: Q2 2025 in Review

UBS O'Connor sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 144,600 shares — an estimated $4.13M sold.

UBS O'Connor first reported a position in KMI in Q3 2013 and held it in 6 quarters. The position peaked at $23.8M in Q2 2014. 1,670 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

UBS O'Connor reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
UBS O'Connor sold 144,600 Kinder Morgan shares in Q2 2025, an estimated $4.13M.
UBS O'Connor first reported a position in Kinder Morgan in Q3 2013 and held it in 6 quarters.
UBS O'Connor's Kinder Morgan position peaked at $23.8M in Q2 2014.
1,670 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.