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Kinder Morgan

1,034 hedge funds and large institutions have $28.9B invested in Kinder Morgan in 2016 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 359 increasing their positions, 423 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $2.21B | Put options by funds: $571M

75% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 59

46% more funds holding in top 10

Funds holding in top 10: 3957 (+18)

23% more capital invested

Capital invested by funds: $23.6B → $28.9B (+$5.33B)

3% more funds holding

Funds holding: 1,0021,034 (+32)

0.03% more ownership

Funds ownership: 56.45%56.48% (+0.03%)

15% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 423

Holders
1,034
Holders Change
+32
Holders Change %
+3.19%
% of All Funds
27.58%
Holding in Top 10
57
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+46.15%
% of All Funds
1.52%
New
103
Increased
359
Reduced
423
Closed
59
Calls
$2.21B
Puts
$571M
Net Calls
+$1.63B
Net Calls Change
+$368M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$124M +$6.73M +317,558 +6%
Swiss National Bank
52
Swiss National Bank
Switzerland
$122M -$1.26M -59,400 -1%
BlackRock
53
BlackRock
New York
$117M +$3.8M +179,441 +4%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$116M +$2.04M +96,200 +2%
Macquarie Group
55
Macquarie Group
Australia
$113M -$103M -4,883,605 -50%
UBS AM
56
UBS AM
Illinois
$111M +$4.95M +233,790 +5%
NSLI
57
Nan Shan Life Insurance
Taiwan
$109M +$16.5M +777,502 +20%
PPA
58
Parametric Portfolio Associates
Washington
$109M +$38.1M +1,797,019 +62%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$107M -$4.6M -217,300 -4%
RFS
60
Rockefeller Financial Services
New York
$103M -$7.06M -333,335 -7%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$97.9M +$754K +35,600 +0.8%
TA
62
Teachers Advisors
New York
$97.5M -$25.3M -1,192,541 -22%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$95.7M +$1.99M +94,021 +2%
DPIM
64
Duff & Phelps Investment Management
Illinois
$94.6M +$5.32M +251,000 +7%
CI Investments Inc
65
CI Investments Inc
Ontario, Canada
$91.5M -$21.9M -1,034,104 -21%
AL
66
Appaloosa LP
New Jersey
$84.4M +$45.6M +2,150,000 +143%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$84.1M +$6.4M +302,010 +9%
Principal Financial Group
68
Principal Financial Group
Iowa
$83.2M +$3.92M +185,041 +5%
BIM
69
BlackRock Investment Management
Delaware
$80.2M +$2.82M +133,051 +4%
HAI
70
Hennessy Advisors Inc
California
$79.2M -$15.3M -720,000 -17%
AQR Capital Management
71
AQR Capital Management
Connecticut
$78.6M +$1.5M +70,904 +2%
N
72
Nuveen
North Carolina
$78.4M -$6.85M -323,243 -9%
AllianceBernstein
73
AllianceBernstein
Tennessee
$78.1M +$881K +41,575 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
74
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75M +$18.2M +858,270 +36%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$71.7M +$236K +11,129 +0.4%

KMI Hedge Fund Activity: Q3 2016 in Review

1,034 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q3 2016, worth a combined $28.9B — up 23% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new KMI positions and 59 closed out — a net gain of 44 holders — while 359 added to existing stakes and 423 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $400M. The largest seller was Capital Research Global Investors, cutting an estimated $684M.

  • 1,034 institutional investors held Kinder Morgan (KMI) as of Q3 2016, up from 1,002 in Q2 2016.
  • Funds reported $28.9B of Kinder Morgan stock for Q3 2016, up 23% quarter-over-quarter.
  • 103 funds opened new Kinder Morgan positions in Q3 2016 and 59 closed out, a net change of +44 holders.
  • The largest Kinder Morgan buyer in Q3 2016 was Wellington Management Group, an estimated $400M added.
  • The largest Kinder Morgan seller in Q3 2016 was Capital Research Global Investors, an estimated $684M sold.

Based on aggregated 13F filings for Q3 2016.