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Kinder Morgan

1,244 hedge funds and large institutions have $51.2B invested in Kinder Morgan in 2015 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 561 increasing their positions, 443 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $805M | Put options by funds: $331M

35% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 82

27% more repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 443

4.49% more ownership

Funds ownership: 51.55%56.05% (+4.5%)

1% more funds holding

Funds holding: 1,2281,244 (+16)

0% more capital invested

Capital invested by funds: $51B → $51.2B (+$134M)

11% less funds holding in top 10

Funds holding in top 10: 120107 (-13)

Holders
1,244
Holders Change
+16
Holders Change %
+1.3%
% of All Funds
33.14%
Holding in Top 10
107
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.83%
% of All Funds
2.85%
New
111
Increased
561
Reduced
443
Closed
82
Calls
$805M
Puts
$331M
Net Calls
+$475M
Net Calls Change
-$546M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1001
LVM Capital Management
Michigan
$345K
KCPG
1002
Kavar Capital Partners Group
Kansas
$345K +$20.7K +500 +6%
LPT
1003
Legacy Private Trust
Wisconsin
$344K -$535K -12,929 -61%
RWA
1004
River Wealth Advisors
Pennsylvania
$340K +$335K +8,089 New
SC
1005
SouthState Corp
Florida
$339K -$29.9K -723 -8%
KA
1006
Kovack Advisors
Florida
$339K +$23.9K +576 +8%
SFG
1007
SNS Financial Group
Minnesota
$337K -$33.8K -817 -9%
RCAG
1008
Rehmann Capital Advisory Group
Michigan
$337K +$14.9K +359 +5%
CAM
1009
Congress Asset Management
Massachusetts
$335K
CCM
1010
Crossvault Capital Management
Texas
$335K +$113K +2,738 +52%
HI
1011
Hudock Inc
Pennsylvania
$334K +$870 +21 +0.3%
SWM
1012
Stockman Wealth Management
Montana
$333K -$60K -1,450 -15%
Victory Capital Management
1013
Victory Capital Management
Texas
$330K -$697K -16,825 -68%
Parallax Volatility Advisers
1014
Parallax Volatility Advisers
California
$329K -$1.51M -36,519 -82%
FMWA
1015
Forvis Mazars Wealth Advisors
Missouri
$329K -$76.6K -1,850 -19%
SCG
1016
Sonata Capital Group
Washington
$328K -$9.07K -219 -3%
SSWM
1017
Sheets Smith Wealth Management
North Carolina
$321K +$37.1K +895 +13%
WFI
1018
West Family Investments
California
$320K
ABTD
1019
Arvest Bank Trust Division
Oklahoma
$320K +$315K +7,600 New
LI
1020
LMCG Investments
Massachusetts
$318K -$8.57K -207 -3%
EWM
1021
Evermay Wealth Management
Virginia
$318K +$56.9K +1,373 +22%
LCM
1022
Logan Capital Management
Pennsylvania
$316K -$95.7K -2,311 -24%
CAS
1023
Cue Advisory Services
Arizona
$315K +$67.7K +1,635 +28%
GIP
1024
Greatmark Investment Partners
Georgia
$314K
GLI
1025
Guardian Life Insurance
New York
$313K -$92.4K -2,231 -23%

KMI Hedge Fund Activity: Q1 2015 in Review

1,244 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q1 2015, worth a combined $51.2B — up 0.26% from $51B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new KMI positions and 82 closed out — a net gain of 29 holders — while 561 added to existing stakes and 443 trimmed.

The largest buyer was Capital International Investors, adding an estimated $300M. The largest seller was Kayne Anderson Capital Advisors, cutting an estimated $253M.

  • 1,244 institutional investors held Kinder Morgan (KMI) as of Q1 2015, up from 1,228 in Q4 2014.
  • Funds reported $51.2B of Kinder Morgan stock for Q1 2015, up 0.26% quarter-over-quarter.
  • 111 funds opened new Kinder Morgan positions in Q1 2015 and 82 closed out, a net change of +29 holders.
  • The largest Kinder Morgan buyer in Q1 2015 was Capital International Investors, an estimated $300M added.
  • The largest Kinder Morgan seller in Q1 2015 was Kayne Anderson Capital Advisors, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2015.