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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
BAM
826
Belpointe Asset Management
Nevada
$411K -$8.05K -467 -2%
SWM
827
Spire Wealth Management
Virginia
$409K -$23.2K -1,343 -5%
CWP
828
CFM Wealth Partners
Texas
$405K -$7.41K -430 -2%
STA
829
Summit Trail Advisors
New York
$405K +$34.3K +1,990 +9%
VSQM
830
V-Square Quantitative Management
Illinois
$404K +$206K +11,944 +96%
SWM
831
SeaCrest Wealth Management
New York
$404K -$31.1K -1,805 -7%
VBCG
832
Valley Brook Capital Group
Pennsylvania
$403K
PWPS
833
Pinnacle Wealth Planning Services
Ohio
$402K -$2.65K -154 -0.6%
AIA
834
Angeles Investment Advisors
California
$401K -$24.5K -1,424 -6%
LOAMS
835
Lombard Odier Asset Management (Switzerland)
Switzerland
$399K -$137K -7,922 -25%
PA
836
Probity Advisors
Texas
$399K -$2.77K -161 -0.7%
BFG
837
Bleakley Financial Group
New Jersey
$399K -$67.8K -3,934 -14%
SS
838
Simplicity Solutions
Minnesota
$399K -$67.6K -3,924 -14%
9WM
839
9258 Wealth Management
Ohio
$396K -$18K -1,047 -4%
BCM
840
Birch Capital Management
Texas
$396K
AIP
841
Ameritas Investment Partners
Nebraska
$396K -$17.6K -1,021 -4%
Vontobel Holding
842
Vontobel Holding
Switzerland
$393K -$204K -11,810 -33%
EIP
843
Epoch Investment Partners
New York
$393K -$22.8K -1,322 -5%
PWP
844
Phillips Wealth Planners
Mississippi
$393K +$24.6K +1,426 +7%
KA
845
Kovack Advisors
Florida
$392K -$2.96K -172 -0.7%
SW
846
Solidarity Wealth
Utah
$391K -$8.12K -471 -2%
AWM
847
Accurate Wealth Management
Florida
$390K +$23.5K +1,366 +6%
RI
848
Ridgewood Investments
New Jersey
$390K -$2.35K -136 -0.6%
BFO
849
Boston Family Office
Massachusetts
$386K
PSC
850
Portman Square Capital
United Kingdom
$386K -$200K -11,583 -33%

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.