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Kinder Morgan
KMI

1,337 hedge funds and large institutions have $22.9B invested in Kinder Morgan in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 508 increasing their positions, 528 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $434M | Put options by funds: $234M

73% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 63

13% more funds holding in top 10

Funds holding in top 10: 24 → 27 (+3)

2% more funds holding

Funds holding: 1,308 → 1,337 (+29)

0.31% more ownership

Funds ownership: 61.76% → 62.07% (+0.31%)

4% less capital invested

Capital invested by funds: $23.8B → $22.9B (-$890M)

4% less repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 528

Holders
1,337
Holders Change
+29
Holders Change %
+2.22%
% of All Funds
21.22%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.43%
New
109
Increased
508
Reduced
528
Closed
63
Calls
$434M
Puts
$234M
Net Calls
+$200M
Net Calls Change
+$26.9M

Top Buyers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
+$104M
2
Millennium Management
Millennium Management
New York
+$99.5M
3
Invesco
Invesco
Georgia
+$84M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$73.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.8M

Top Sellers

Rank Fund Capital Flow
1
OAG
Orbis Allan Gray
Bermuda
-$172M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$150M
3
Cohen & Steers
Cohen & Steers
New York
-$134M
4
BlackRock
BlackRock
New York
-$98.5M
5
Blackstone Inc
Blackstone Inc
New York
-$92.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1301
D.J. St. Germain
Massachusetts
$2.8K +$2.91K +169 New
WOSD
1302
WFA of San Diego
California
$2.74K – – –
TJHA
1303
Thomas J. Herzfeld Advisors
Florida
$2.45K – – –
NIC
1304
Northwest Investment Counselors
Oregon
$2.4K – – –
GA
1305
GoalVest Advisory
New York
$2.4K – – –
JGIA
1306
Jackson Grant Investment Advisers
Connecticut
$2.22K – – –
FMP
1307
Financial Management Professionals
Texas
$2K – – –
KFP
1308
KB Financial Partners
New Jersey
$2K – – –
RDIA
1309
RE Dickinson Investment Advisors
Iowa
$2K – – –
KA
1310
Kozak & Associates
Colorado
$1.97K -$2.14K -124 -51%
DF
1311
DecisionPoint Financial
Arizona
$1.94K +$2.02K +117 New
FP
1312
Financial Perspectives
Minnesota
$1.77K – – –
RWPA
1313
Richard W. Paul & Associates
Michigan
$1.71K -$983 -57 -36%
TWP
1314
TFO Wealth Partners
Ohio
$1.67K +$1.1K +64 +194%
CAM
1315
Costello Asset Management
Pennsylvania
$1.66K – – –
GEA
1316
Glen Eagle Advisors
New Jersey
$1.34K +$1.4K +81 New
NC
1317
NewSquare Capital
Pennsylvania
$1.19K – – –
OSNBOA
1318
Old Second National Bank of Aurora
Illinois
$1.14K – – –
Kayne Anderson Rudnick Investment Management
1319
Kayne Anderson Rudnick Investment Management
California
$1.08K – – –
CMP
1320
Coston McIsaac & Partners
Maine
$1K -$51.7K -3,000 -98%
TFA
1321
Transamerica Financial Advisors
Florida
$1K – – –
BWS
1322
Buck Wealth Strategies
Colorado
$978 – – –
PCTC
1323
Perkins Coie Trust Company
Washington
$943 +$983 +57 New
SHIM
1324
Stone House Investment Management
Pennsylvania
$942 +$17 +1 +2%
CA
1325
Crewe Advisors
Utah
$879 -$465 -27 -34%
51 52
53
54 55

KMI Hedge Fund Activity: Q3 2023 in Review

1,337 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q3 2023, worth a combined $22.9B — down 3.7% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new KMI positions and 63 closed out — a net gain of 46 holders — while 508 added to existing stakes and 528 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $104M. The largest seller was Orbis Allan Gray, cutting an estimated $172M.

  • 1,337 institutional investors held Kinder Morgan (KMI) as of Q3 2023, up from 1,308 in Q2 2023.
  • Funds reported $22.9B of Kinder Morgan stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 109 funds opened new Kinder Morgan positions in Q3 2023 and 63 closed out, a net change of +46 holders.
  • The largest Kinder Morgan buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $104M added.
  • The largest Kinder Morgan seller in Q3 2023 was Orbis Allan Gray, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2023.