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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
Qube Research & Technologies (QRT)
726
Qube Research & Technologies (QRT)
United Kingdom
$322K +$440K +23,140 New
KMWM
727
Keudell/Morrison Wealth Management
Oregon
$319K -$4.4K -231 -1%
IWM
728
IHT Wealth Management
Illinois
$318K -$73.5K -3,864 -14%
OPA
729
Old Port Advisors
Maine
$314K +$13.1K +690 +3%
RWA
730
Ropes Wealth Advisors
Massachusetts
$312K +$8.14K +428 +2%
MIC
731
Meridian Investment Counsel
California
$311K -$22.8K -1,200 -5%
PP
732
Patten & Patten
Tennessee
$310K +$13.3K +700 +3%
LA
733
Legacy Advisors
Pennsylvania
$310K +$137K +7,220 +48%
FSA
734
Fort Sheridan Advisors
Illinois
$307K -$2.76K -145 -0.7%
TYCC
735
Texas Yale Capital Corp
Florida
$305K +$114 +6 +0%
LS
736
Livforsakringsbolaget Skandia
Sweden
$300K +$124K +6,500 +43%
CFGS
737
Concourse Financial Group Securities
Alabama
$299K +$205K +10,772 +101%
SSG
738
Summit Securities Group
New York
$296K -$3.03M -159,200 -88%
VV
739
Verity & Verity
South Carolina
$296K -$74.3K -3,904 -16%
BOTW
740
Bank of the West
California
$295K +$403K +21,180 New
EWM
741
Evercore Wealth Management
New York
$290K -$356K -18,715 -47%
CCM
742
Chilton Capital Management
Texas
$289K
SB
743
Strategic Blueprint
Georgia
$288K +$34.3K +1,800 +10%
CGL
744
Clarius Group LLC
Washington
$288K +$149K +7,834 +61%
SBH
745
Segall Bryant & Hamill
Illinois
$286K -$9.52K -500 -2%
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$282K +$108K +5,659 +38%
SDWIA
747
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$274K +$18.6K +975 +5%
AF
748
Advisornet Financial
Minnesota
$273K -$67.5K -3,546 -15%
FIM
749
Freedom Investment Management
Connecticut
$272K +$6.43K +338 +3%
AIC
750
Ameritas Investment Company
Nebraska
$272K +$179K +9,424 +89%

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.