Kinder Morgan
643 hedge funds and large institutions have $21.9B invested in Kinder Morgan in 2013 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 316 increasing their positions, 176 reducing their positions, and 64 closing their positions.
3,586% more call options, than puts
Call options by funds: $4.28B | Put options by funds: $116M
80% more repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 176
23% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 64
2% more funds holding
Funds holding: 633 → 643 (+10)
0.14% more ownership
Funds ownership: 58.9% → 59.03% (+0.14%)
6% less capital invested
Capital invested by funds: $23.2B → $21.9B (-$1.31B)
39% less funds holding in top 10
Funds holding in top 10: 33 → 20 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$231M |
| 2 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$84.1M |
| 3 |
GTP
Global Thematic Partners
New York
|
+$82M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$73.6M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$70.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$295M |
| 2 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$291M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$214M |
| 4 |
JP Morgan Chase
New York
|
-$115M |
| 5 |
PC
Passport Capital
San Francisco,
California
|
-$99.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
701
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$5K | -133 | Closed |
|
702
Jones Financial Companies
Des Peres,
Missouri
| – | -$5K | -130 | Closed |
|
|
SMA
703
Simply Money Advisors
Cincinnati,
Ohio
| – | -$4K | -105 | Closed |
|
|
CCT
704
Capital City Trust
Tallahassee,
Florida
| – | -$2K | -44 | Closed |
|
|
PMFA
705
Plante Moran Financial Advisors
Southfield,
Michigan
| – | +$413 | +11 | New |
|
KMI Hedge Fund Activity: Q3 2013 in Review
643 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q3 2013, worth a combined $21.9B — down 5.7% from $23.2B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new KMI positions and 64 closed out — a net gain of 15 holders — while 316 added to existing stakes and 176 trimmed.
The largest buyer was State Street, adding an estimated $231M. The largest seller was Ameriprise, cutting an estimated $295M.
- 643 institutional investors held Kinder Morgan (KMI) as of Q3 2013, up from 633 in Q2 2013.
- Funds reported $21.9B of Kinder Morgan stock for Q3 2013, down 5.7% quarter-over-quarter.
- 79 funds opened new Kinder Morgan positions in Q3 2013 and 64 closed out, a net change of +15 holders.
- The largest Kinder Morgan buyer in Q3 2013 was State Street, an estimated $231M added.
- The largest Kinder Morgan seller in Q3 2013 was Ameriprise, an estimated $295M sold.
Based on aggregated 13F filings for Q3 2013.