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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
OSAM
1051
O'Shaughnessy Asset Management
Connecticut
$11K -$43.3K -2,277 -74%
SIS
1052
Sound Income Strategies
Florida
$11K -$11.4K -600 -44%
AAP
1053
Arax Advisory Partners
Colorado
$11K
DWA
1054
Dougherty Wealth Advisers
Minnesota
$11K
NL
1055
NVWM LLC
Pennsylvania
$11K +$15.6K +820 New
EIM
1056
Essex Investment Management
Massachusetts
$10K -$10.5K -552 -44%
LFG
1057
Larson Financial Group
Missouri
$10K +$10.2K +534 +309%
BWL
1058
Bogart Wealth LLC
Virginia
$9K -$10K -528 -45%
CB
1059
Community Bank
New York
$9K -$3.71K -195 -23%
JFA
1060
JNBA Financial Advisors
Minnesota
$9K
TCM
1061
Tradewinds Capital Management
Washington
$9K +$95 +5 +0.8%
PCIA
1062
Prime Capital Investment Advisors
Kansas
$9K +$2.84K +149 +28%
SWA
1063
Sutton Wealth Advisors
Florida
$8.23K +$3.43K +180 +44%
GAM
1064
Gemmer Asset Management
California
$8K -$10.1K -530 -47%
MPWT
1065
MassMutual Private Wealth & Trust
Connecticut
$8K -$7.23K -380 -39%
BWP
1066
Baldwin Wealth Partners
Massachusetts
$8K
OAJ
1067
Ogorek Anthony Joseph
New York
$8K
RMC
1068
Resources Management Corp
Connecticut
$8K
TFA
1069
Toth Financial Advisory
Virginia
$8K +$11.4K +600 New
TAIM
1070
TD Ameritrade Investment Management
Nebraska
$7K -$55.8K -2,930 -85%
QAM
1071
QCI Asset Management
New York
$7K -$2.7K -142 -21%
CWM
1072
Cranbrook Wealth Management
Michigan
$7K
EWM
1073
Edge Wealth Management
New York
$7K
FCB
1074
First Command Bank
Texas
$7K
FCFS
1075
First Command Financial Services
Texas
$7K

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.