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Kinder Morgan

1,025 hedge funds and large institutions have $23.8B invested in Kinder Morgan in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 395 increasing their positions, 398 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

24% more call options, than puts

Call options by funds: $307M | Put options by funds: $247M

15% more capital invested

Capital invested by funds: $20.6B → $23.8B (+$3.18B)

1% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 398

0.8% less ownership

Funds ownership: 62.16%61.36% (-0.8%)

10% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 91

2% less funds holding

Funds holding: 1,0431,025 (-18)

Holders
1,025
Holders Change
-18
Holders Change %
-1.73%
% of All Funds
23.47%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
1.08%
New
82
Increased
395
Reduced
398
Closed
91
Calls
$307M
Puts
$247M
Net Calls
+$60.5M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.55B +$25.8M +1,576,609 +1%
BlackRock
2
BlackRock
New York
$2.15B +$55.9M +3,418,256 +3%
State Street
3
State Street
Massachusetts
$1.67B -$13M -796,281 -0.8%
Franklin Resources
4
Franklin Resources
California
$851M +$44M +2,690,314 +6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$850M -$492M -30,102,212 -38%
Deutsche Bank
6
Deutsche Bank
Germany
$515M +$95.9M +5,859,012 +25%
FP
7
FPR Partners
California
$487M +$578K +35,346 +0.1%
CBOA
8
Commonwealth Bank of Australia
Australia
$413M -$23.5M -1,434,916 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$377M +$8.73M +533,859 +3%
Northern Trust
10
Northern Trust
Illinois
$369M -$829K -50,697 -0.2%
JP Morgan Chase
11
JP Morgan Chase
New York
$360M +$5.02M +306,746 +2%
Norges Bank
12
Norges Bank
Norway
$349M +$2.55M +156,054 +0.8%
TCA
13
Tortoise Capital Advisors
Kansas
$323M +$35.8M +2,186,054 +14%
Morgan Stanley
14
Morgan Stanley
New York
$316M -$30.2M -1,843,932 -9%
Bank of America
15
Bank of America
North Carolina
$302M +$17.8M +1,089,962 +7%
FPA
16
First Pacific Advisors
California
$288M -$1.75M -107,130 -0.7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$274M +$5.28M +322,787 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$271M -$5.09M -311,267 -2%
Goldman Sachs
19
Goldman Sachs
New York
$251M -$160M -9,787,001 -41%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$248M -$10.9M -668,023 -5%
ClearBridge Investments
21
ClearBridge Investments
New York
$247M +$19.8M +1,207,840 +9%
Capital Research Global Investors
22
Capital Research Global Investors
California
$244M +$98.6M +6,028,360 +78%
EIP
23
Energy Income Partners
Connecticut
$238M -$4.59M -280,380 -2%
Cohen & Steers
24
Cohen & Steers
New York
$209M +$7.24M +442,499 +4%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$201M +$40.8M +2,495,091 +28%

KMI Hedge Fund Activity: Q2 2018 in Review

1,025 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q2 2018, worth a combined $23.8B — up 15% from $20.6B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of KMI and 82 opened new positions — a net loss of 9 holders — while 398 trimmed existing stakes and 395 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $153M. The largest seller was Wellington Management Group, cutting an estimated $492M.

  • 1,025 institutional investors held Kinder Morgan (KMI) as of Q2 2018, down from 1,043 in Q1 2018.
  • Funds reported $23.8B of Kinder Morgan stock for Q2 2018, up 15% quarter-over-quarter.
  • 82 funds opened new Kinder Morgan positions in Q2 2018 and 91 closed out, a net change of -9 holders.
  • The largest Kinder Morgan buyer in Q2 2018 was Brookfield Corp, an estimated $153M added.
  • The largest Kinder Morgan seller in Q2 2018 was Wellington Management Group, an estimated $492M sold.

Based on aggregated 13F filings for Q2 2018.