We are live on ! Find out more
KMI icon

Kinder Morgan
KMI

1,227 hedge funds and large institutions have $51B invested in Kinder Morgan in 2014 Q4 according to their latest regulatory filings, with 496 funds opening new positions, 611 increasing their positions, 89 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

819% more first-time investments, than exits

New positions opened: 496 | Existing positions closed: 54

587% more repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 89

243% more funds holding in top 10

Funds holding in top 10: 35 → 120 (+85)

127% more call options, than puts

Call options by funds: $1.82B | Put options by funds: $804M

104% more capital invested

Capital invested by funds: $25B → $51B (+$26B)

55% more funds holding

Funds holding: 794 → 1,227 (+433)

10.85% less ownership

Funds ownership: 62.4% → 51.55% (-11%)

Holders
1,227
Holders Change
+433
Holders Change %
+54.53%
% of All Funds
32.72%
Holding in Top 10
120
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+242.86%
% of All Funds
3.2%
New
496
Increased
611
Reduced
89
Closed
54
Calls
$1.82B
Puts
$804M
Net Calls
+$1.02B
Net Calls Change
+$515M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.43B
2
State Street
State Street
Massachusetts
+$1.86B
3
KACA
Kayne Anderson Capital Advisors
California
+$1.34B
4
BIT
BlackRock Institutional Trust
California
+$954M
5
BFA
BlackRock Fund Advisors
California
+$581M

Top Sellers

Rank Fund Capital Flow
1
SCM
Steadfast Capital Management
New York
-$151M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$134M
3
Renaissance Technologies
Renaissance Technologies
New York
-$122M
4
Millennium Management
Millennium Management
New York
-$120M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
1026
Norris Perne & French
Michigan
$305K +$284K +7,211 New
AB
1027
Atlas Brown
Kentucky
$304K +$283K +7,187 New
PFC
1028
Phocas Financial Corp
California
$303K +$282K +7,163 New
BO
1029
BRR OpCo
Ohio
$302K +$52.8K +1,341 +23%
SRC
1030
Stone Run Capital
New York
$302K +$281K +7,128 New
MJRIC
1031
Mogy Joel R Investment Counsel
California
$297K +$276K +7,017 New
CAM
1032
Concorde Asset Management
Michigan
$297K +$311K +7,898 New
BHWM
1033
Bar Harbor Wealth Management
New Hampshire
$295K +$274K +6,963 New
FPA
1034
Fieldpoint Private Advisors
New York
$295K +$275K +6,971 New
SCM
1035
Shelton Capital Management
Colorado
$293K +$273K +6,935 New
LSA
1036
L & S Advisors
California
$292K -$4.86M -123,484 -95%
MSR
1037
Main Street Research
Connecticut
$292K +$271K +6,893 New
CCG
1038
Cypress Capital Group
Florida
$292K +$272K +6,907 New
IA
1039
IndexIQ Advisors
New York
$289K +$196K +4,973 +268%
FMP
1040
Financial Management Professionals
Texas
$289K +$269K +6,828 +113,800%
BIA
1041
Barry Investment Advisors
Massachusetts
$287K +$267K +6,772 New
NPIT
1042
National Penn Investors Trust
Pennsylvania
$285K +$265K +6,732 New
GLA
1043
Great Lakes Advisors
Illinois
$285K +$265K +6,740 New
SSWM
1044
Sheets Smith Wealth Management
North Carolina
$285K +$266K +6,742 New
RFA
1045
Reilly Financial Advisors
California
$284K +$180K +4,575 +214%
TAM
1046
Timucuan Asset Management
Florida
$284K +$264K +6,706 New
HH
1047
Hilltop Holdings
Texas
$284K +$264K +6,709 New
AAS
1048
Annex Advisory Services
Wisconsin
$282K +$262K +6,660 New
SPC
1049
Stewart & Patten Company
California
$280K +$260K +6,614 New
HIMC
1050
Heritage Investors Management Corp
Maryland
$279K +$260K +6,595 New
40 41
42
43 44

KMI Hedge Fund Activity: Q4 2014 in Review

1,227 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q4 2014, worth a combined $51B — up 104% from $25B a quarter earlier.

Buyers outnumbered sellers: 496 funds opened new KMI positions and 54 closed out — a net gain of 442 holders — while 611 added to existing stakes and 89 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.43B. The largest seller was Steadfast Capital Management, exiting entirely with an estimated $151M sold.

  • 1,227 institutional investors held Kinder Morgan (KMI) as of Q4 2014, up from 794 in Q3 2014.
  • Funds reported $51B of Kinder Morgan stock for Q4 2014, up 104% quarter-over-quarter.
  • 496 funds opened new Kinder Morgan positions in Q4 2014 and 54 closed out, a net change of +442 holders.
  • The largest Kinder Morgan buyer in Q4 2014 was Vanguard Group, an estimated $2.43B added.
  • The largest Kinder Morgan seller in Q4 2014 was Steadfast Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2014.