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Kinder Morgan

1,043 hedge funds and large institutions have $20.6B invested in Kinder Morgan in 2018 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 368 increasing their positions, 423 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 101

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

2% more funds holding

Funds holding: 1,0261,043 (+17)

0.29% more ownership

Funds ownership: 61.87%62.16% (+0.29%)

13% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 423

17% less capital invested

Capital invested by funds: $24.9B → $20.6B (-$4.29B)

34% less call options, than puts

Call options by funds: $187M | Put options by funds: $282M

Holders
1,043
Holders Change
+17
Holders Change %
+1.66%
% of All Funds
23.91%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.83%
New
133
Increased
368
Reduced
423
Closed
101
Calls
$187M
Puts
$282M
Net Calls
-$94.8M
Net Calls Change
-$276M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.15B +$4.16M +240,321 +0.2%
BlackRock
2
BlackRock
New York
$1.78B +$20.2M +1,168,035 +1%
State Street
3
State Street
Massachusetts
$1.43B -$43M -2,479,280 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.18B -$426M -24,576,957 -24%
Franklin Resources
5
Franklin Resources
California
$684M +$66.5M +3,839,865 +9%
FP
6
FPR Partners
California
$415M +$53.9M +3,110,455 +13%
Goldman Sachs
7
Goldman Sachs
New York
$362M -$71.5M -4,129,030 -15%
CBOA
8
Commonwealth Bank of Australia
Australia
$358M -$80M -4,617,830 -16%
Deutsche Bank
9
Deutsche Bank
Germany
$351M +$5.09M +293,943 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$332M -$85.7M -4,948,484 -18%
Northern Trust
11
Northern Trust
Illinois
$315M -$13M -748,536 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$313M +$26.8M +1,548,809 +8%
JP Morgan Chase
13
JP Morgan Chase
New York
$302M -$49.9M -2,878,765 -13%
Morgan Stanley
14
Morgan Stanley
New York
$297M +$124M +7,179,925 +57%
Norges Bank
15
Norges Bank
Norway
$296M -$18.7M -1,077,809 -5%
FPA
16
First Pacific Advisors
California
$247M +$284M +16,389,950 New
TCA
17
Tortoise Capital Advisors
Kansas
$242M +$7.48M +431,567 +3%
Bank of America
18
Bank of America
North Carolina
$241M -$50.7M -2,925,342 -15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$236M -$9.88M -570,477 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$228M +$1.21M +69,680 +0.5%
Fayez Sarofim & Co
21
Fayez Sarofim & Co
Texas
$221M -$2.72M -156,925 -1%
EIP
22
Energy Income Partners
Connecticut
$207M +$26M +1,503,394 +12%
ClearBridge Investments
23
ClearBridge Investments
New York
$192M +$1.7M +98,293 +0.8%
Cohen & Steers
24
Cohen & Steers
New York
$171M +$19.8M +1,142,511 +11%
Legal & General Group
25
Legal & General Group
United Kingdom
$165M -$3.76M -217,144 -2%

KMI Hedge Fund Activity: Q1 2018 in Review

1,043 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q1 2018, worth a combined $20.6B — down 17% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new KMI positions and 101 closed out — a net gain of 32 holders — while 368 added to existing stakes and 423 trimmed.

The largest buyer was First Pacific Advisors, opening a new position worth an estimated $284M. The largest seller was Wellington Management Group, cutting an estimated $426M.

  • 1,043 institutional investors held Kinder Morgan (KMI) as of Q1 2018, up from 1,026 in Q4 2017.
  • Funds reported $20.6B of Kinder Morgan stock for Q1 2018, down 17% quarter-over-quarter.
  • 133 funds opened new Kinder Morgan positions in Q1 2018 and 101 closed out, a net change of +32 holders.
  • The largest Kinder Morgan buyer in Q1 2018 was First Pacific Advisors, an estimated $284M added.
  • The largest Kinder Morgan seller in Q1 2018 was Wellington Management Group, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2018.