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Kinder Morgan

1,034 hedge funds and large institutions have $28.9B invested in Kinder Morgan in 2016 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 359 increasing their positions, 423 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $2.21B | Put options by funds: $571M

75% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 59

46% more funds holding in top 10

Funds holding in top 10: 3957 (+18)

23% more capital invested

Capital invested by funds: $23.6B → $28.9B (+$5.33B)

3% more funds holding

Funds holding: 1,0021,034 (+32)

0.03% more ownership

Funds ownership: 56.45%56.48% (+0.03%)

15% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 423

Holders
1,034
Holders Change
+32
Holders Change %
+3.19%
% of All Funds
27.58%
Holding in Top 10
57
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+46.15%
% of All Funds
1.52%
New
103
Increased
359
Reduced
423
Closed
59
Calls
$2.21B
Puts
$571M
Net Calls
+$1.63B
Net Calls Change
+$368M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
851
Financial Architects (New Jersey)
New Jersey
$229K -$18.3K -863 -8%
SCA
852
Stonebridge Capital Advisors
Minnesota
$228K -$9.01K -425 -4%
RWA
853
RGT Wealth Advisors
Texas
$228K +$209K +9,852 New
GT
854
Greenleaf Trust
Michigan
$228K +$209K +9,857 New
CA
855
Cullinan Associates
Kentucky
$225K -$33.9K -1,600 -14%
SAM
856
Summit Asset Management
Tennessee
$223K -$38.1K -1,800 -16%
DG
857
Davidson & Garrard
Virginia
$223K -$17.5K -828 -8%
BUB
858
BBVA USA Bancshares
Texas
$221K +$203K +9,566 New
FCH
859
Freestone Capital Holdings
Washington
$220K +$201K +9,490 New
SFSG
860
Stearns Financial Services Group
North Carolina
$220K +$202K +9,518 New
RA
861
RFG Advisory
Alabama
$220K +$209K +9,887 New
FIM
862
Freedom Investment Management
Connecticut
$218K +$199K +9,404 New
CFA
863
Carroll Financial Associates
North Carolina
$216K -$441K -20,804 -69%
BIM
864
Bridgecreek Investment Management
Oklahoma
$215K +$197K +9,275 New
FNBOO
865
First National Bank of Omaha
Nebraska
$215K +$197K +9,305 New
FWIA
866
Fort Washington Investment Advisors
Ohio
$214K +$196K +9,246 New
VA
867
Valmark Advisers
Ohio
$213K +$195K +9,224 New
BW
868
Bison Wealth
Georgia
$211K -$26.3K -1,241 -12%
ACN
869
Advisor Consultant Network
Ohio
$211K +$193K +9,113 New
CCT
870
Country Club Trust
Missouri
$211K +$193K +9,113 New
WIC
871
Woodmont Investment Counsel
Tennessee
$210K +$192K +9,084 New
AA
872
Ancora Advisors
Ohio
$208K +$190K +8,972 New
AIA
873
Allegis Investment Advisors
Idaho
$207K -$67.1K -3,169 -26%
EDRH
874
Edmond de Rothschild Holding
Switzerland
$206K +$16.9K +800 +10%
EDRS
875
Edmond de Rothschild (Suisse)
Switzerland
$206K +$16.9K +800 +10%

KMI Hedge Fund Activity: Q3 2016 in Review

1,034 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q3 2016, worth a combined $28.9B — up 23% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new KMI positions and 59 closed out — a net gain of 44 holders — while 359 added to existing stakes and 423 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $400M. The largest seller was Capital Research Global Investors, cutting an estimated $684M.

  • 1,034 institutional investors held Kinder Morgan (KMI) as of Q3 2016, up from 1,002 in Q2 2016.
  • Funds reported $28.9B of Kinder Morgan stock for Q3 2016, up 23% quarter-over-quarter.
  • 103 funds opened new Kinder Morgan positions in Q3 2016 and 59 closed out, a net change of +44 holders.
  • The largest Kinder Morgan buyer in Q3 2016 was Wellington Management Group, an estimated $400M added.
  • The largest Kinder Morgan seller in Q3 2016 was Capital Research Global Investors, an estimated $684M sold.

Based on aggregated 13F filings for Q3 2016.