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Kinder Morgan

794 hedge funds and large institutions have $25B invested in Kinder Morgan in 2014 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 322 increasing their positions, 242 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 42

67% more funds holding in top 10

Funds holding in top 10: 2135 (+14)

47% more call options, than puts

Call options by funds: $1.58B | Put options by funds: $1.07B

33% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 242

18% more capital invested

Capital invested by funds: $21.2B → $25B (+$3.82B)

12% more funds holding

Funds holding: 707794 (+87)

6.9% more ownership

Funds ownership: 55.5%62.4% (+6.9%)

Holders
794
Holders Change
+87
Holders Change %
+12.31%
% of All Funds
23.04%
Holding in Top 10
35
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+66.67%
% of All Funds
1.02%
New
133
Increased
322
Reduced
242
Closed
42
Calls
$1.58B
Puts
$1.07B
Net Calls
+$505M
Net Calls Change
-$390M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
1
Highstar Capital
New York
$2.64B
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.6B +$218M +5,749,000 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.39B +$23.4M +616,090 +2%
State Street
4
State Street
Massachusetts
$1.31B -$10.9M -286,502 -0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$970M +$811M +21,340,817 +538%
BIT
6
BlackRock Institutional Trust
California
$660M -$5.56M -146,431 -0.8%
BTS
7
BB&T Securities
Virginia
$623M +$451K +11,863 +0.7%
Capital World Investors
8
Capital World Investors
California
$543M +$855K +22,500 +0.2%
Deutsche Bank
9
Deutsche Bank
Germany
$421M +$200M +5,258,207 +92%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$342M -$6.06M -159,426 -2%
Fayez Sarofim & Co
11
Fayez Sarofim & Co
Texas
$341M +$6.25M +164,455 +2%
JSP
12
Jackson Square Partners
California
$322M +$319M +8,400,022 New
BFA
13
BlackRock Fund Advisors
California
$315M -$6.32M -166,435 -2%
KACA
14
Kayne Anderson Capital Advisors
California
$307M -$35.3M -929,500 -10%
Northern Trust
15
Northern Trust
Illinois
$307M -$14.3M -377,457 -5%
Morgan Stanley
16
Morgan Stanley
New York
$305M +$38.1M +1,001,962 +14%
JP Morgan Chase
17
JP Morgan Chase
New York
$292M -$28.3M -743,673 -9%
Bank of America
18
Bank of America
North Carolina
$253M +$64.6M +1,699,030 +35%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$232M +$28.5M +750,309 +14%
Norges Bank
20
Norges Bank
Norway
$228M -$198M -5,201,887 -47%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$227M -$45.5M -1,198,501 -17%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$223M +$206M +5,429,247 +1,407%
Principal Financial Group
23
Principal Financial Group
Iowa
$220M +$2.39M +63,021 +1%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$208M +$1.27M +33,500 +0.6%
FP
25
FPR Partners
California
$201M

KMI Hedge Fund Activity: Q3 2014 in Review

794 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q3 2014, worth a combined $25B — up 18% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new KMI positions and 42 closed out — a net gain of 91 holders — while 322 added to existing stakes and 242 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $811M. The largest seller was Norges Bank, cutting an estimated $198M.

  • 794 institutional investors held Kinder Morgan (KMI) as of Q3 2014, up from 707 in Q2 2014.
  • Funds reported $25B of Kinder Morgan stock for Q3 2014, up 18% quarter-over-quarter.
  • 133 funds opened new Kinder Morgan positions in Q3 2014 and 42 closed out, a net change of +91 holders.
  • The largest Kinder Morgan buyer in Q3 2014 was Fidelity Investments, an estimated $811M added.
  • The largest Kinder Morgan seller in Q3 2014 was Norges Bank, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2014.