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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
SNT
801
Security National Trust
West Virginia
$223K +$12.1K +636 +4%
MCM
802
Mengis Capital Management
Oregon
$221K -$58K -3,046 -16%
PPP
803
Private Portfolio Partners
New Jersey
$221K +$89.8K +4,720 +42%
GIA
804
Gateway Investment Advisers
Ohio
$220K +$16.3K +857 +6%
LPIC
805
LeJeune Puetz Investment Counsel
Michigan
$220K +$23.8K +1,250 +9%
MYAM
806
Meiji Yasuda Asset Management
Japan
$219K -$1.31M -68,837 -81%
TWI
807
Thomas White International
Illinois
$219K
IAMOG
808
Investors Asset Management of Georgia
Georgia
$218K +$4.76K +250 +2%
IFG
809
Independent Financial Group
California
$217K +$296K +15,573 New
PCS
810
Personal CFO Solutions
New Jersey
$216K +$296K +15,546 New
BOS
811
Bank of Stockton
California
$215K +$18.6K +975 +7%
SCM
812
Snow Capital Management
Pennsylvania
$214K -$88.6K -4,658 -23%
MFG
813
Magnus Financial Group
New York
$213K +$48.6K +2,555 +20%
BCM
814
Bluefin Capital Management
New York
$212K -$2.04M -107,312 -88%
AIA
815
Armor Investment Advisors
North Carolina
$212K -$63.5K -3,337 -18%
FPS
816
Fieldpoint Private Securities
Connecticut
$209K +$13.1K +687 +5%
EWA
817
Exencial Wealth Advisors
Oklahoma
$209K +$73.3K +3,851 +34%
ECM
818
Estabrook Capital Management
New York
$208K
CLOS
819
Compagnie Lombard Odier SCmA
Switzerland
$208K +$125K +6,575 +79%
SDAM
820
Shulman DeMeo Asset Management
New York
$207K -$24.6K -1,292 -8%
NAM
821
NTV Asset Management
West Virginia
$207K
WC
822
Woodstock Corp
Massachusetts
$207K
NICM
823
Neo Ivy Capital Management
New York
$207K +$283K +14,862 New
TFS
824
Thoroughbred Financial Services
Tennessee
$207K +$283K +14,878 New
TGAM
825
TBH Global Asset Management
Tennessee
$206K -$66.4K -3,487 -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.