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Kinder Morgan

1,060 hedge funds and large institutions have $26.5B invested in Kinder Morgan in 2016 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 374 increasing their positions, 418 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.1B | Put options by funds: $524M

45% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 102

3% more funds holding

Funds holding: 1,0331,060 (+27)

0.88% more ownership

Funds ownership: 56.48%57.36% (+0.88%)

8% less capital invested

Capital invested by funds: $28.9B → $26.5B (-$2.34B)

11% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 418

28% less funds holding in top 10

Funds holding in top 10: 5741 (-16)

Holders
1,060
Holders Change
+27
Holders Change %
+2.61%
% of All Funds
26.5%
Holding in Top 10
41
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-28.07%
% of All Funds
1.02%
New
148
Increased
374
Reduced
418
Closed
102
Calls
$2.1B
Puts
$524M
Net Calls
+$1.57B
Net Calls Change
-$59.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1001
Integrated Wealth Counsel
California
$21K
AIM
1002
Arcadia Investment Management
Michigan
$21K +$17.4K +822 +462%
EARNEST Partners
1003
EARNEST Partners
Georgia
$21K +$21.4K +1,011 New
Carson Wealth (CWM LLC)
1004
Carson Wealth (CWM LLC)
Nebraska
$19K -$29.8K -1,408 -61%
KLI
1005
Kelman-Lazarov Inc
Tennessee
$18.6K
CAL
1006
Capital Analysts LLC
Pennsylvania
$18K +$14.8K +700 +368%
LJHT
1007
Laurie J. Hall Trustee
$18K +$17.6K +833 New
Parallax Volatility Advisers
1008
Parallax Volatility Advisers
California
$17K -$557K -26,356 -97%
LWM
1009
LBA Wealth Management
Florida
$17K
RWG
1010
Regal Wealth Group
California
$17K +$85 +4 +0.5%
WAP
1011
Wealthcare Advisory Partners
Pennsylvania
$17K +$3.51K +166 +26%
FAN
1012
Financial Advisors Network
California
$16.6K +$15.9K +750 New
TFO
1013
Tarbox Family Office
California
$16K +$63 +3 +0.4%
WA
1014
Winfield Associates
Ohio
$16K +$8.01K +379 +92%
BWM
1015
Baystate Wealth Management
Massachusetts
$16K +$15.7K +745 New
AAP
1016
Arax Advisory Partners
Colorado
$16K +$16.7K +788 New
ATC
1017
Adirondack Trust Company
New York
$14K -$9.26K -438 -40%
CBT
1018
Central Bank & Trust
Kentucky
$13K
CCM
1019
Cribstone Capital Management
Maine
$13K
GBBWRPM
1020
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K -$22.7K -1,076 -67%
SA
1021
SRH Advisors
Kansas
$11K
WPA
1022
West Paces Advisors
Georgia
$10.7K +$10.9K +516 New
FMTCOCP
1023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.4K +$10.6K +500 New
CWM
1024
Cranbrook Wealth Management
Michigan
$10K
AWM
1025
AllSquare Wealth Management
New York
$10K +$10.6K +500 New

KMI Hedge Fund Activity: Q4 2016 in Review

1,060 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q4 2016, worth a combined $26.5B — down 8.1% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new KMI positions and 102 closed out — a net gain of 46 holders — while 374 added to existing stakes and 418 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $163M. The largest seller was Capital Research Global Investors, cutting an estimated $624M.

  • 1,060 institutional investors held Kinder Morgan (KMI) as of Q4 2016, up from 1,033 in Q3 2016.
  • Funds reported $26.5B of Kinder Morgan stock for Q4 2016, down 8.1% quarter-over-quarter.
  • 148 funds opened new Kinder Morgan positions in Q4 2016 and 102 closed out, a net change of +46 holders.
  • The largest Kinder Morgan buyer in Q4 2016 was Goldman Sachs, an estimated $163M added.
  • The largest Kinder Morgan seller in Q4 2016 was Capital Research Global Investors, an estimated $624M sold.

Based on aggregated 13F filings for Q4 2016.