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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.39B +$143M +7,500,125 +5%
BlackRock
2
BlackRock
New York
$2.03B +$207M +10,887,688 +8%
State Street
3
State Street
Massachusetts
$1.46B +$6.62M +348,095 +0.3%
Bank of America
4
Bank of America
North Carolina
$733M +$275M +14,461,698 +38%
ClearBridge Investments
5
ClearBridge Investments
New York
$498M -$73.6M -3,864,995 -10%
Franklin Resources
6
Franklin Resources
California
$493M -$27.3M -1,432,999 -4%
TCA
7
Tortoise Capital Advisors
Kansas
$399M -$64.3M -3,381,245 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$396M -$1.65M -86,524 -0.3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$368M -$55M -2,892,447 -10%
Charles Schwab
10
Charles Schwab
California
$330M +$278M +14,622,230 +161%
Northern Trust
11
Northern Trust
Illinois
$327M +$7.06M +371,196 +2%
HFA
12
Harvest Fund Advisors
Pennsylvania
$318M +$44M +2,310,930 +11%
Norges Bank
13
Norges Bank
Norway
$257M -$11.1M -580,961 -3%
Legal & General Group
14
Legal & General Group
United Kingdom
$253M +$11.4M +596,864 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$239M -$10.5M -549,907 -3%
FP
16
FPR Partners
California
$227M -$208M -10,910,176 -40%
FPA
17
First Pacific Advisors
California
$213M +$17M +892,778 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$210M -$38.5M -2,023,376 -12%
SCA
19
Salient Capital Advisors
Texas
$204M +$43.3M +2,277,203 +18%
Invesco
20
Invesco
Georgia
$201M -$9.06M -475,923 -3%
EIP
21
Energy Income Partners
Connecticut
$198M -$85.6M -4,499,635 -24%
Fayez Sarofim & Co
22
Fayez Sarofim & Co
Texas
$191M -$1.7M -89,167 -0.6%
Goldman Sachs
23
Goldman Sachs
New York
$179M -$66.3M -3,483,067 -21%
Cohen & Steers
24
Cohen & Steers
New York
$177M +$51.7M +2,716,293 +27%
Morgan Stanley
25
Morgan Stanley
New York
$175M -$120M -6,328,977 -33%

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.