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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
NC
1026
NewSquare Capital
Pennsylvania
$9K -$41.7K -1,973 -82%
BL
1027
Balentine LLC
Georgia
$9K
OAJ
1028
Ogorek Anthony Joseph
New York
$9K
AIS
1029
Accurate Investment Solutions
Pennsylvania
$9K +$21 +1 +0.2%
GBT
1030
Grove Bank & Trust
Florida
$9K +$9.51K +450 New
GRP
1031
Global Retirement Partners
California
$8K +$7.67K +363 New
BRC
1032
Bell Rock Capital
Delaware
$8K +$7.82K +370 New
PO
1033
Private Ocean
California
$6K
TF
1034
Tompkins Financial
New York
$6K
CFN
1035
Cordasco Financial Network
Florida
$5K
MSFP
1036
Mark Sheptoff Financial Planning
Connecticut
$5K
NCM
1037
Nelson Capital Management
California
$5K
VIA
1038
Vantage Investment Advisors
Pennsylvania
$5K
CFS
1039
Commonwealth Financial Services
West Virginia
$4K
PFSC
1040
Peoples Financial Services Corp
Pennsylvania
$4K
AC
1041
Alexandria Capital
Virginia
$4K +$21 +1 +0.5%
SFG
1042
Sage Financial Group
Pennsylvania
$4K +$4.48K +212 New
WOC
1043
West Oak Capital
California
$3.33K
FMP
1044
Financial Management Professionals
Texas
$3K
TCM
1045
TD Capital Management
Tennessee
$3K
LS
1046
Livforsakringsbolaget Skandia
Sweden
$2.87K +$655K +30,980 +29%
AssetMark Inc
1047
AssetMark Inc
California
$2K -$104K -4,914 -98%
MUS
1048
Mitsubishi UFJ Securities
Japan
$2K -$2.75K -130 -52%
CAL
1049
Capital Advisors Ltd
Ohio
$2K
PRS
1050
Pinkerton Retirement Specialists
Idaho
$2K

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.