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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
KFS
1101
Kelly Financial Services
Massachusetts
$2.85K +$38 +2 +1%
WPA
1102
West Paces Advisors
Georgia
$2.19K -$4.01K -211 -57%
BBA
1103
Braun-Bostich & Associates
Pennsylvania
$2K -$500K -26,257 -100%
Kayne Anderson Rudnick Investment Management
1104
Kayne Anderson Rudnick Investment Management
California
$2K -$780 -41 -24%
FMP
1105
Financial Management Professionals
Texas
$2K
MFT
1106
Moisand Fitzgerald Tamayo
Florida
$2K
TCM
1107
TD Capital Management
Tennessee
$2K
CWAF
1108
Core Wealth Advisors (Florida)
Florida
$2K +$2.13K +112 New
BCMIO
1109
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2.19K +115 New
CFFP
1110
Center for Financial Planning
Michigan
$2K +$3.1K +163 New
TF
1111
TimeScale Financial
Massachusetts
$1K -$21.4K -1,127 -91%
SC
1112
Solstein Capital
California
$1K -$7.06K -371 -88%
AF
1113
Arrow Financial
New York
$1K
BWM
1114
BerganKDV Wealth Management
Minnesota
$1K
CAL
1115
Capital Advisors Ltd
Ohio
$1K
ETI
1116
Enterprise Trust & Investment
California
$1K
LPWM
1117
Lake Point Wealth Management
Texas
$1K
SL
1118
Salomon & Ludwin
Virginia
$1K
SFG
1119
Sowa Financial Group
Rhode Island
$1K
AIS
1120
Accurate Investment Solutions
Pennsylvania
$1K +$19 +1 +1%
HS
1121
Horan Securities
United States
$1K +$723 +38 New
FWM
1122
Filbrandt Wealth Management
Wisconsin
$1K +$761 +40 New
CAGAS
1123
Capital Advisory Group Advisory Services
Minnesota
$1K +$780 +41 New
HWA
1124
HHM Wealth Advisors
Tennessee
$1K +$1.94K +102 New
FCH
1125
Freestone Capital Holdings
Washington
$562 -$359K -18,885 -32%

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.