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Kinder Morgan

1,029 hedge funds and large institutions have $22B invested in Kinder Morgan in 2016 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 402 increasing their positions, 401 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $1.65B | Put options by funds: $327M

17% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.27B)

0% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 401

0.38% less ownership

Funds ownership: 56.81%56.44% (-0.38%)

1% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 114

1% less funds holding

Funds holding: 1,0401,029 (-11)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
1,029
Holders Change
-11
Holders Change %
-1.06%
% of All Funds
27.42%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.88%
New
113
Increased
402
Reduced
401
Closed
114
Calls
$1.65B
Puts
$327M
Net Calls
+$1.32B
Net Calls Change
+$274M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
951
Carson Wealth (CWM LLC)
Nebraska
$28K -$631K -38,566 -96%
BAM
952
Bruderman Asset Management
New York
$24K -$3.19K -195 -13%
ADL
953
Asset Dedication LLC
California
$24K +$19.7K +1,205 +730%
AIM
954
Acrospire Investment Management
Illinois
$24K +$21.6K +1,322 New
DLHL
955
Donald L. Hagan LLC
Florida
$24K +$22.2K +1,357 New
JWA
956
JFS Wealth Advisors
Pennsylvania
$21K -$9.01K -551 -32%
AA
957
AlphaMark Advisors
Kentucky
$21K +$8.46K +517 +82%
FAM
958
Formidable Asset Management
Ohio
$20K
MBT
959
Monroe Bank & Trust
Michigan
$20K
PCTC
960
Perkins Coie Trust Company
Washington
$20K
AA
961
Apriem Advisors
California
$20K +$1.64K +100 +10%
TSW
962
Thompson Siegel & Walmsley
Virginia
$20K +$7.58K +463 +73%
GWS
963
Glassman Wealth Services
Virginia
$19K
CBT
964
Central Bank & Trust
Kentucky
$19K +$12.3K +750 +250%
CPA
965
Cowen Prime Advisors
New York
$18K -$1.17M -71,400 -99%
PFO
966
Pathstone Family Office
New Jersey
$18K
WCM
967
Wealthcare Capital Management
Virginia
$18K
WA
968
WealthTrust-Arizona
Arizona
$18K +$818 +50 +5%
VIA
969
Vantage Investment Advisors
Pennsylvania
$18K +$12.9K +789 +329%
SWA
970
Sutton Wealth Advisors
Florida
$16.8K +$15.4K +940 New
CB
971
Community Bank
New York
$16K
KLI
972
Kelman-Lazarov Inc
Tennessee
$16K +$14.7K +897 New
LJHT
973
Laurie J. Hall Trustee
$15K
RWG
974
Regal Wealth Group
California
$15K +$115 +7 +0.9%
CAW
975
Cornerstone Advisors (Washington)
Washington
$15K +$7.48K +457 +126%

KMI Hedge Fund Activity: Q1 2016 in Review

1,029 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q1 2016, worth a combined $22B — up 17% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of KMI and 113 opened new positions — a net loss of 1 holder — while 401 trimmed existing stakes and 402 added.

The largest buyer was Goldman Sachs, adding an estimated $137M. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $208M.

  • 1,029 institutional investors held Kinder Morgan (KMI) as of Q1 2016, down from 1,040 in Q4 2015.
  • Funds reported $22B of Kinder Morgan stock for Q1 2016, up 17% quarter-over-quarter.
  • 113 funds opened new Kinder Morgan positions in Q1 2016 and 114 closed out, a net change of -1 holder.
  • The largest Kinder Morgan buyer in Q1 2016 was Goldman Sachs, an estimated $137M added.
  • The largest Kinder Morgan seller in Q1 2016 was Kayne Anderson Capital Advisors, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2016.