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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
CFG
951
Citizens Financial Group
Rhode Island
$68K -$7.76K -408 -8%
VNA
952
Valley National Advisers
Pennsylvania
$68K -$4.61K -242 -5%
CS
953
Capital Square
Tennessee
$68K +$93.5K +4,912 New
POIA
954
Pin Oak Investment Advisors
Texas
$64K -$96.2K -5,055 -52%
LC
955
Lindbrook Capital
California
$64K -$17.4K -916 -17%
EFSCE
956
Enterprise Financial Services Corp (EFSC)
Missouri
$64K +$3.04K +160 +4%
CBT
957
Capital Bank & Trust
California
$60K +$82.4K +4,331 New
SMFS
958
Squar Milner Financial Services
California
$56K -$73.8K -3,876 -49%
FPB
959
First PREMIER Bank
South Dakota
$56K
MWC
960
MBM Wealth Consultants
Missouri
$56K
RTC
961
Riverview Trust Company
Washington
$55K
CT
962
Caldwell Trust
Florida
$53.9K -$40.1K -2,107 -35%
HB
963
Horizon Bancorp
Indiana
$53K +$32.4K +1,701 +81%
OIA
964
Optimum Investment Advisors
Illinois
$52K -$53.8K -2,827 -43%
TFS
965
TrustCore Financial Services
Tennessee
$52K +$952 +50 +1%
LWA
966
Lenox Wealth Advisors
New York
$50K -$343 -18 -0.5%
BCA
967
Berman Capital Advisors
Georgia
$49K +$6.24K +328 +10%
GAM
968
GQ Asset Management
New York
$47K -$942K -49,513 -94%
LWM
969
Liberty Wealth Management
California
$44K +$17.5K +921 +41%
VCM
970
Vigilant Capital Management
Maine
$42K +$57.1K +3,000 New
YAL
971
Your Advocates Ltd
Texas
$42K +$57.1K +3,000 New
SCM
972
Silvant Capital Management
Georgia
$40K
M
973
MOTCO
Texas
$39K +$4.45K +234 +9%
JFGIW
974
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K +$19.8K +1,040 +60%
CIM
975
Centersquare Investment Management
Pennsylvania
$39K +$52.7K +2,770 New

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.