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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
YWP
751
YorkBridge Wealth Partners
New York
$269K +$50.1K +2,633 +16%
GFS
752
GYL Financial Synergies
Connecticut
$268K -$181K -9,528 -33%
SA
753
Sicart Associates
New York
$265K -$5.71K -300 -2%
1WA
754
180 Wealth Advisors
Washington
$265K +$162K +8,500 +76%
NFG
755
Nations Financial Group
Iowa
$264K -$10.6K -556 -3%
EWA
756
EP Wealth Advisors
California
$263K -$238K -12,489 -40%
GIM
757
Groesbeck Investment Management
New Jersey
$263K -$5.06K -266 -1%
WPC
758
Waters Parkerson & Co
Louisiana
$261K
PWM
759
Peterson Wealth Management
Nevada
$259K
1IA
760
1834 Investment Advisors
Wisconsin
$259K +$63.2K +3,321 +22%
TBA
761
Tower Bridge Advisors
Pennsylvania
$258K -$288K -15,150 -45%
BS
762
Boenning & Scattergood
Pennsylvania
$258K -$55.3K -2,904 -14%
HA
763
Harbor Advisors
Florida
$258K
PWLP
764
Prio Wealth Limited Partnership
Massachusetts
$257K
9WM
765
9258 Wealth Management
Ohio
$257K +$19 +1 +0%
SCP
766
Stamos Capital Partners
California
$256K +$349K +18,355 New
Cerity Partners
767
Cerity Partners
New York
$255K -$57K -2,996 -14%
LWAC
768
Laurel Wealth Advisors (California)
California
$255K -$23.5K -1,237 -6%
TIM
769
Tortoise Investment Management
New York
$253K -$47.8K -2,511 -12%
SAM
770
Sequent Asset Management
Texas
$252K
CS
771
Comerica Securities
Michigan
$251K +$344K +18,059 New
HI
772
Hoey Investments
Pennsylvania
$250K +$278K +14,594 +429%
IAN
773
Integrated Advisors Network
Texas
$249K +$102K +5,358 +43%
PHS
774
Pekin Hardy Strauss
Illinois
$248K -$48.4K -2,542 -12%
LOAME
775
Lombard Odier Asset Management (Europe)
United Kingdom
$246K -$80.9K -4,251 -19%

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.