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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
SMH
1001
Sanders Morris Harris
Texas
$24K -$433K -22,745 -29%
FCM
1002
Firestone Capital Management
Florida
$24K
CFN
1003
Cordasco Financial Network
Florida
$24K +$362 +19 +1%
PFGIA
1004
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$15.1K +795 +87%
BL
1005
Balentine LLC
Georgia
$24K +$26.4K +1,388 +428%
DAM
1006
Delta Asset Management
Tennessee
$23K
MCM
1007
Manchester Capital Management
Vermont
$23K
SAM
1008
S.A. Mason
Michigan
$23K
CAL
1009
Capital Analysts LLC
Pennsylvania
$23K +$1.33K +70 +4%
MWM
1010
MBE Wealth Management
Wisconsin
$23K +$32.8K +1,723 New
AWA
1011
Arkadios Wealth Advisors
Georgia
$22.3K +$5.29K +278 +21%
JPLA
1012
Joseph P. Lucia & Associates
New York
$22K
FMII
1013
Farmers & Merchants Investments Inc
Nebraska
$22K +$190 +10 +0.7%
TWA
1014
TCI Wealth Advisors
Arizona
$22K +$5.94K +312 +24%
SSB
1015
Sandy Spring Bank
Maryland
$22K +$12.4K +650 +71%
HPC
1016
HM Payson & Co
Maine
$21K -$72.9K -3,833 -72%
BAM
1017
Bellevue Asset Management
Washington
$21K
FANJ
1018
Financial Architects (New Jersey)
New Jersey
$21K
CHC
1019
City Holding Co
West Virginia
$20K
HFS
1020
HBC Financial Services
Washington
$20K
LS
1021
Leelyn Smith
Illinois
$20K
TFGT
1022
TS Financial Group (TSFG)
Illinois
$20K +$57 +3 +0.2%
AF
1023
Allworth Financial
California
$20K +$11K +578 +69%
EW
1024
Evoke Wealth
California
$19.6K -$29.2K -1,535 -52%
AA
1025
Advisory Alpha
Michigan
$19.1K +$10.8K +566 +73%

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.