We are live on ! Find out more
KMI icon

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
FNBOSM
1076
First National Bank of South Miami
Florida
$7K
SA
1077
SRH Advisors
Kansas
$7K
MA
1078
MCF Advisors
Kentucky
$7K +$114 +6 +1%
TL
1079
TrueWealth LLC
Georgia
$7K +$3.69K +194 +70%
LSA
1080
Lion Street Advisors
Texas
$7K +$9.23K +485 New
VCM
1081
Versant Capital Management
Arizona
$6K -$25.2K -1,326 -74%
MRCM
1082
M&R Capital Management
New Jersey
$6K
WFMPM
1083
Woodley Farra Manion Portfolio Management
Indiana
$6K
PFO
1084
Pathstone Family Office
New Jersey
$6K +$7.27K +382 New
TFO
1085
Tarbox Family Office
California
$5K -$5.63K -296 -46%
PCM
1086
Prelude Capital Management
New York
$5K -$4.93K -259 -43%
ADL
1087
Asset Dedication LLC
California
$5K -$1.41K -74 -16%
EIP
1088
Ellis Investment Partners
Pennsylvania
$5K +$95 +5 +1%
BFC
1089
Bedel Financial Consulting
Indiana
$5K +$723 +38 +13%
EWA
1090
Evolution Wealth Advisors
Florida
$5K +$1.16K +61 +20%
KFI
1091
Key Financial Inc
Pennsylvania
$5K +$6.53K +343 New
TC
1092
Truvestments Capital
Florida
$5K +$7.5K +394 New
CI
1093
CX Institutional
Indiana
$4K -$6.87K -361 -54%
IWP
1094
IAG Wealth Partners
Wisconsin
$4K
LWM
1095
Lenox Wealth Management
Ohio
$4K
PFSC
1096
Peoples Financial Services Corp
Pennsylvania
$4K
BCM
1097
Bourgeon Capital Management
Connecticut
$3K
PB
1098
Pinnacle Bancorp
Nebraska
$3K
SFG
1099
Sage Financial Group
Pennsylvania
$3K +$57 +3 +1%
AC
1100
AlphaCore Capital
California
$3K +$4.43K +233 New

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.