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Kinder Morgan

1,129 hedge funds and large institutions have $19.6B invested in Kinder Morgan in 2020 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 436 increasing their positions, 447 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $218M | Put options by funds: $200M

0.23% less ownership

Funds ownership: 62.54%62.31% (-0.23%)

2% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 447

3% less funds holding

Funds holding: 1,1691,129 (-40)

14% less funds holding in top 10

Funds holding in top 10: 5043 (-7)

16% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 146

34% less capital invested

Capital invested by funds: $30B → $19.6B (-$10.3B)

Holders
1,129
Holders Change
-40
Holders Change %
-3.42%
% of All Funds
24.88%
Holding in Top 10
43
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14%
% of All Funds
0.95%
New
122
Increased
436
Reduced
447
Closed
146
Calls
$218M
Puts
$200M
Net Calls
+$18.2M
Net Calls Change
+$8.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
376
Adell Harriman & Carpenter
Texas
$2.04M -$225K -11,798 -7%
TAM
377
Tradition Asset Management
Virginia
$2.03M +$457K +24,012 +20%
RCM
378
Rockshelter Capital Management
Pennsylvania
$2.03M -$36.7K -1,930 -1%
SC
379
Sepio Capital
Utah
$2.02M +$118K +6,204 +4%
PLFAM
380
Pineno Levin & Ford Asset Management
Virginia
$2.02M +$115K +6,025 +4%
ASN
381
Advisory Services Network
Georgia
$1.99M -$203K -10,641 -7%
WMA
382
Wealth Management Associates
New Jersey
$1.98M +$87.2K +4,583 +3%
WJWM
383
Williams Jones Wealth Management
New York
$1.96M -$3.81M -200,295 -59%
Nordea Investment Management
384
Nordea Investment Management
Sweden
$1.94M +$324K +17,047 +13%
GWM
385
Geneos Wealth Management
Colorado
$1.94M +$258K +13,583 +11%
Wealthfront Advisers
386
Wealthfront Advisers
California
$1.92M +$463K +24,354 +22%
CGH
387
Crossmark Global Holdings
Texas
$1.91M +$32.9K +1,728 +1%
Rafferty Asset Management
388
Rafferty Asset Management
New York
$1.9M -$5.84M -306,991 -69%
MC
389
Moors & Cabot
Massachusetts
$1.88M -$762K -40,063 -23%
DAC
390
Dividend Assets Capital
South Carolina
$1.86M +$2.55M +133,764 New
KRS
391
Kentucky Retirement Systems
Kentucky
$1.85M +$625K +32,822 +33%
AAM
392
Advisors Asset Management
Colorado
$1.84M +$1.28M +67,159 +103%
WTC
393
WhitTier Trust Company
Nevada
$1.84M +$497K +26,099 +25%
IAIM
394
International Assets Investment Management
Florida
$1.83M +$2.5M +131,192 New
SS
395
Sunbelt Securities
Texas
$1.82M -$3.08M -161,887 -55%
Parallax Volatility Advisers
396
Parallax Volatility Advisers
California
$1.82M +$1.67M +87,608 +202%
Wolverine Trading
397
Wolverine Trading
Illinois
$1.81M -$3.28M -172,191 -56%
SCA
398
Stokes Capital Advisors
South Carolina
$1.8M +$19.3K +1,015 +0.8%
CFB
399
Cullen/Frost Bankers
Texas
$1.8M +$815K +42,830 +50%
IWA
400
IBEX Wealth Advisors
New Jersey
$1.8M -$127K -6,694 -5%

KMI Hedge Fund Activity: Q1 2020 in Review

1,129 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q1 2020, worth a combined $19.6B — down 34% from $30B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of KMI and 122 opened new positions — a net loss of 24 holders — while 447 trimmed existing stakes and 436 added.

The largest buyer was Charles Schwab, adding an estimated $278M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $289M sold.

  • 1,129 institutional investors held Kinder Morgan (KMI) as of Q1 2020, down from 1,169 in Q4 2019.
  • Funds reported $19.6B of Kinder Morgan stock for Q1 2020, down 34% quarter-over-quarter.
  • 122 funds opened new Kinder Morgan positions in Q1 2020 and 146 closed out, a net change of -24 holders.
  • The largest Kinder Morgan buyer in Q1 2020 was Charles Schwab, an estimated $278M added.
  • The largest Kinder Morgan seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2020.