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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
EWM
1026
EPG Wealth Management
Georgia
$19K -$5.84K -307 -18%
WCG
1027
Weaver Consulting Group
California
$18K -$24.7K -1,296 -50%
PWMG
1028
Prestige Wealth Management Group
New Jersey
$18K +$22.4K +1,178 +1,202%
HIIFS
1029
Harel Insurance Investments & Financial Services
Israel
$18K +$24K +1,260 New
IRC
1030
Investors Research Corp
Georgia
$17K -$23.1K -1,215 -50%
CAC
1031
Certified Advisory Corp
Florida
$17K -$1.85K -97 -7%
WQ
1032
Wealth Quarterback
New Jersey
$16.6K -$2.06K -108 -8%
SBL
1033
Sargent Bickham Lagudis
Colorado
$16K -$4.53K -238 -17%
CHA
1034
Carmichael Hill & Associates
Maryland
$16K
FWM
1035
Focused Wealth Management
New York
$16K +$114 +6 +0.5%
RFM
1036
Royal Fund Management
Florida
$15K -$16.7K -875 -45%
EARNEST Partners
1037
EARNEST Partners
Georgia
$15K
CFO
1038
CVA Family Office
Colorado
$15K +$20K +1,051 New
WC
1039
Westwind Capital
New Mexico
$14K -$12.2K -640 -39%
JWA
1040
JFS Wealth Advisors
Pennsylvania
$14K +$209 +11 +1%
GWS
1041
Glassman Wealth Services
Virginia
$14K +$3.33K +175 +21%
CA
1042
Clearstead Advisors
Ohio
$14K +$19.4K +1,017 New
TSW
1043
Thompson Siegel & Walmsley
Virginia
$14K +$19.4K +1,020 +14,571%
DWM
1044
Darwin Wealth Management
Florida
$13K -$2.54M -133,629 -99%
QT
1045
Quantbot Technologies
New York
$13K -$913K -47,970 -98%
Loomis, Sayles & Company
1046
Loomis, Sayles & Company
Massachusetts
$13K -$342K -17,993 -95%
EP
1047
Elkhorn Partners
Nebraska
$13K -$101K -5,300 -85%
AIM
1048
AIA Investment Management
Singapore
$13K
FCMT
1049
Founders Capital Management (Texas)
Texas
$12K -$7K -368 -29%
FP
1050
Financial Perspectives
Minnesota
$11.5K +$152 +8 +1%

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.