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Kinder Morgan

1,337 hedge funds and large institutions have $22.9B invested in Kinder Morgan in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 508 increasing their positions, 528 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $434M | Put options by funds: $234M

73% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 63

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

2% more funds holding

Funds holding: 1,3081,337 (+29)

0.31% more ownership

Funds ownership: 61.76%62.07% (+0.31%)

4% less capital invested

Capital invested by funds: $23.8B → $22.9B (-$890M)

4% less repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 528

Holders
1,337
Holders Change
+29
Holders Change %
+2.22%
% of All Funds
21.22%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
109
Increased
508
Reduced
528
Closed
63
Calls
$434M
Puts
$234M
Net Calls
+$200M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$155M +$15.6M +903,223 +11%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$150M +$10.5M +606,611 +8%
ClearBridge Investments
28
ClearBridge Investments
New York
$146M -$590K -34,203 -0.4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$145M +$16.4M +953,491 +12%
FPA
30
First Pacific Advisors
California
$131M -$1.32M -76,850 -1%
OAG
31
Orbis Allan Gray
Bermuda
$130M -$172M -9,966,288 -56%
WHG
32
Westwood Holdings Group
Texas
$114M +$23.8M +1,381,910 +25%
WRBC
33
W.R. Berkley Corp
Connecticut
$110M
Swiss National Bank
34
Swiss National Bank
Switzerland
$108M -$14.2M -821,800 -11%
Millennium Management
35
Millennium Management
New York
$103M +$99.5M +5,772,930 +1,304%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$99.9M +$104M +6,025,838 New
KACA
37
Kayne Anderson Capital Advisors
California
$94.4M +$39.9M +2,317,197 +69%
Barclays
38
Barclays
United Kingdom
$91M +$33.8M +1,960,759 +56%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$90M +$1.29M +74,919 +1%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$83.7M -$3.9K -226 -0%
CIM
41
Confluence Investment Management
Missouri
$80.9M -$219K -12,697 -0.3%
TSW
42
Thompson Siegel & Walmsley
Virginia
$80.8M +$10.8M +628,467 +15%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$78.9M +$28M +1,621,397 +52%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$78.4M +$6.88M +399,161 +9%
RJA
45
Raymond James & Associates
Florida
$76.8M -$1.33M -77,433 -2%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$75.1M +$18.1M +1,052,000 +30%
SSM
47
Sound Shore Management
Connecticut
$74.1M +$7.64M +442,987 +11%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$73.7M +$73.6M +4,270,461 +2,464%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$71.5M -$1.82M -105,803 -2%
Renaissance Technologies
50
Renaissance Technologies
New York
$67.2M -$18.3M -1,063,000 -21%

KMI Hedge Fund Activity: Q3 2023 in Review

1,337 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q3 2023, worth a combined $22.9B — down 3.7% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new KMI positions and 63 closed out — a net gain of 46 holders — while 508 added to existing stakes and 528 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $104M. The largest seller was Orbis Allan Gray, cutting an estimated $172M.

  • 1,337 institutional investors held Kinder Morgan (KMI) as of Q3 2023, up from 1,308 in Q2 2023.
  • Funds reported $22.9B of Kinder Morgan stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 109 funds opened new Kinder Morgan positions in Q3 2023 and 63 closed out, a net change of +46 holders.
  • The largest Kinder Morgan buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $104M added.
  • The largest Kinder Morgan seller in Q3 2023 was Orbis Allan Gray, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2023.