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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
CHAM
1251
Clear Harbor Asset Management
Connecticut
-$18.8K -890 Closed
PWP
1252
Personal Wealth Partners
Minnesota
-$19K -877 Closed
HWA
1253
Heritage Wealth Advisors
Virginia
-$15.6K -739 Closed
HCA
1254
Horan Capital Advisors
Ohio
-$12K -585 Closed
SIC
1255
Samalin Investment Counsel
New York
-$10K -517 Closed
VRM
1256
Vectors Research Management
New York
-$11K -505 Closed
DTIM
1257
Danda Trouve Investment Management
Kansas
-$11K -500 Closed
BCI
1258
Brinker Capital Investments
Pennsylvania
-$10K -462 Closed
HWM
1259
Howard Wealth Management
Connecticut
-$8K -407 Closed
SSWG
1260
Seven Springs Wealth Group
Tennessee
-$8K -375 Closed
JAM
1261
JCIC Asset Management
Ontario, Canada
-$6K -287 Closed
CFD
1262
Creative Financial Designs
Indiana
-$4K -200 Closed
APC
1263
Aspire Private Capital
North Carolina
-$4K -192 Closed
CCMW
1264
Cypress Capital Management (Wyoming)
Wyoming
-$4K -192 Closed
WCM
1265
Wealthcare Capital Management
Virginia
-$4K -190 Closed
LWCFA
1266
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$3K -150 Closed
CWA
1267
Capital Wealth Alliance
Arizona
-$3K -149 Closed
PW
1268
Price Wealth
Texas
-$2K -111 Closed
TFA
1269
Tobias Financial Advisors
Florida
-$1K -85 Closed
BCWM
1270
Bartlett & Co Wealth Management
Ohio
-$1.23K -58 Closed
ETC
1271
Exchange Traded Concepts
Oklahoma
-$1K -34 Closed
SL
1272
Savior LLC
Massachusetts
-$1K -28 Closed

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.