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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
PFA
876
Pettinga Financial Advisors
Indiana
$159K -$2.85K -150 -1%
HW
877
Hancock Whitney
Mississippi
$159K +$38.1K +2,004 +21%
FFS
878
Founders Financial Securities
Maryland
$158K +$215K +11,317 New
BCM
879
Birch Capital Management
Texas
$157K -$181K -9,499 -46%
PA
880
Parallel Advisors
California
$157K +$52.7K +2,769 +32%
LCP
881
Legacy Capital Partners
Wisconsin
$156K -$45.7K -2,400 -18%
WWM
882
Western Wealth Management
Colorado
$156K +$212K +11,134 New
COF
883
Capital One Financial
Virginia
$156K +$214K +11,232 New
SFA
884
Sequoia Financial Advisors
Ohio
$155K +$19K +1,000 +10%
VA
885
Valmark Advisers
Ohio
$154K -$26.9K -1,416 -11%
BWAM
886
Boyd Watterson Asset Management
Ohio
$154K -$837 -44 -0.4%
FNBOO
887
First National Bank of Omaha
Nebraska
$154K +$8.18K +430 +4%
CG
888
Colony Group
Massachusetts
$154K +$9.78K +514 +5%
IFWM
889
Institute for Wealth Management
Colorado
$154K +$211K +11,084 New
PCG
890
Private Capital Group
Connecticut
$153K +$29.3K +1,539 +16%
GP
891
Girard Partners
Pennsylvania
$152K -$41.9K -2,201 -17%
PSP
892
Principal Street Partners
Tennessee
$152K +$208K +10,942 New
MFG
893
MidWestOne Financial Group
Iowa
$151K -$20.5K -1,076 -9%
EF
894
Empirical Finance
Pennsylvania
$151K +$207K +10,867 New
SKK
895
Shepherd Kaplan Krochuk
Massachusetts
$150K +$205K +10,775 New
FC
896
Ferris Capital
Massachusetts
$149K -$19.3K -1,012 -9%
AWM
897
Avior Wealth Management
Nebraska
$149K +$69.9K +3,671 +52%
RWA
898
RGT Wealth Advisors
Texas
$149K +$204K +10,715 New
AA
899
Ancora Advisors
Ohio
$147K +$39.4K +2,068 +24%
PCFFS
900
Pacific Center for Financial Services
California
$146K +$120K +6,316 +151%

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.