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Kinder Morgan
KMI

794 hedge funds and large institutions have $25B invested in Kinder Morgan in 2014 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 322 increasing their positions, 242 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 42

67% more funds holding in top 10

Funds holding in top 10: 21 → 35 (+14)

47% more call options, than puts

Call options by funds: $1.58B | Put options by funds: $1.07B

33% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 242

18% more capital invested

Capital invested by funds: $21.2B → $25B (+$3.82B)

12% more funds holding

Funds holding: 707 → 794 (+87)

6.9% more ownership

Funds ownership: 55.5% → 62.4% (+6.9%)

Holders
794
Holders Change
+87
Holders Change %
+12.31%
% of All Funds
23.04%
Holding in Top 10
35
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+66.67%
% of All Funds
1.02%
New
133
Increased
322
Reduced
242
Closed
42
Calls
$1.58B
Puts
$1.07B
Net Calls
+$505M
Net Calls Change
-$390M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$811M
2
JSP
Jackson Square Partners
California
+$319M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$218M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$206M
5
Deutsche Bank
Deutsche Bank
Germany
+$200M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$198M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$160M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$142M
4
CCCA
Center Coast Capital Advisors
Texas
-$116M
5
SCM
Sterling Capital Management
North Carolina
-$99.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
301
Summit Capital Management
Washington
$4.41M -$922K -24,260 -17%
HHC
302
Hutchin Hill Capital
New York
$4.36M -$1.76M -46,300 -29%
URS
303
Utah Retirement Systems
Utah
$4.36M -$7.6K -200 -0.2%
DILH
304
Dai-ichi Life Holdings
Japan
$4.36M – – –
GIM
305
Guild Investment Management
California
$4.25M +$152K +4,011 +4%
PP
306
Patten & Patten
Tennessee
$4.22M -$260K -6,847 -6%
V
307
Veritable
Delaware
$4.2M +$911K +23,966 +28%
IG
308
ING Group
Netherlands
$4.19M -$335K -8,808 -7%
TAM
309
Tocqueville Asset Management
New York
$4.16M +$392K +10,325 +11%
Mitsubishi UFJ Asset Management
310
Mitsubishi UFJ Asset Management
Japan
$4.14M -$845K -22,249 -17%
FMT
311
First Mercantile Trust
Tennessee
$4.14M +$1.57M +41,264 +62%
BC
312
Brookfield Corp
Ontario, Canada
$4.13M +$4.1M +107,800 New
MSA
313
Mason Street Advisors
Wisconsin
$4.13M -$6.15M -161,895 -60%
PWM
314
Patriot Wealth Management
Texas
$4.13M +$108K +2,848 +3%
1IA
315
1834 Investment Advisors
Wisconsin
$4.13M +$4.09M +107,629 New
DSI
316
Daiwa SB Investments
Japan
$4.06M +$4.03M +105,940 New
CIG
317
Consolidated Investment Group
Colorado
$4.03M – – –
TC
318
Taylor Cottrill
New Hampshire
$4.02M -$72.8K -1,915 -2%
OIM
319
Opus Investment Management
Massachusetts
$3.99M +$988K +26,000 +33%
TRSOTSOK
320
Teachers Retirement System of the State of Kentucky
Kentucky
$3.91M – – –
AM
321
Account Management
Massachusetts
$3.89M -$184K -4,830 -5%
LCM
322
Leonard Capital Management
Florida
$3.83M – – –
BCM
323
Bodri Capital Management
California
$3.83M +$3.8M +100,000 New
DSAM
324
Dock Street Asset Management
Florida
$3.8M -$70.3K -1,849 -2%
RCM
325
Riverhead Capital Management
Delaware
$3.73M +$113K +2,963 +3%
11 12
13
14 15

KMI Hedge Fund Activity: Q3 2014 in Review

794 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q3 2014, worth a combined $25B — up 18% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new KMI positions and 42 closed out — a net gain of 91 holders — while 322 added to existing stakes and 242 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $811M. The largest seller was Norges Bank, cutting an estimated $198M.

  • 794 institutional investors held Kinder Morgan (KMI) as of Q3 2014, up from 707 in Q2 2014.
  • Funds reported $25B of Kinder Morgan stock for Q3 2014, up 18% quarter-over-quarter.
  • 133 funds opened new Kinder Morgan positions in Q3 2014 and 42 closed out, a net change of +91 holders.
  • The largest Kinder Morgan buyer in Q3 2014 was Fidelity Investments, an estimated $811M added.
  • The largest Kinder Morgan seller in Q3 2014 was Norges Bank, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2014.