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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
DFA
726
Delta Financial Advisors
Louisiana
$587K +$56.4K +3,271 +10%
MCM
727
Morton Capital Management
California
$587K +$19.7K +1,145 +3%
IPW
728
Impact Partnership Wealth
Georgia
$586K +$605K +35,069 +14,198%
RBFC
729
Roman Butler Fullerton & Co
Missouri
$585K -$4.02K -233 -0.7%
Credit Agricole
730
Credit Agricole
France
$584K +$451K +26,152 +288%
VAS
731
Vestmark Advisory Solutions
Massachusetts
$584K -$1.47M -85,362 -71%
BIAS
732
Beacon Investment Advisory Services
New Jersey
$583K -$5.33K -309 -0.9%
CFGS
733
Concourse Financial Group Securities
Alabama
$583K +$106K +6,141 +21%
EWM
734
Evermay Wealth Management
Virginia
$581K +$13.8K +800 +2%
HWM
735
HB Wealth Management
Georgia
$581K +$40.2K +2,330 +7%
PI
736
Putnam Investments
Massachusetts
$573K +$27.9K +1,621 +5%
TCOO
737
Trust Company of Oklahoma
Oklahoma
$571K +$34.9K +2,023 +6%
TC
738
TownSquare Capital
Utah
$570K -$20.7K -1,202 -3%
IFG
739
Independent Financial Group
California
$569K -$68.5K -3,973 -10%
Lazard Asset Management
740
Lazard Asset Management
New York
$565K -$101K -5,883 -15%
III
741
Independent Investors Inc
New York
$561K
DA
742
Detalus Advisors
Missouri
$559K +$1.64K +95 +0.3%
AF
743
Allworth Financial
California
$557K -$179K -10,412 -24%
STAS
744
Strong Tower Advisory Services
Minnesota
$557K +$14.6K +844 +3%
RFN
745
RDA Financial Network
Iowa
$557K -$3.77K -219 -0.6%
CD
746
Chapin Davis
Maryland
$555K -$6.31K -366 -1%
CA
747
Carson Advisory
Georgia
$554K -$30.2K -1,750 -5%
EFMC
748
Empire Financial Management Company
New York
$550K
GTAM
749
Global Trust Asset Management
Florida
$550K -$1.62K -94 -0.3%
AO
750
Advisor OS
Illinois
$537K +$707 +41 +0.1%

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.