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Kinder Morgan

1,387 hedge funds and large institutions have $24.9B invested in Kinder Morgan in 2023 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 517 increasing their positions, 535 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $450M | Put options by funds: $260M

71% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 101

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

9% more capital invested

Capital invested by funds: $22.9B → $24.9B (+$2.06B)

4% more funds holding

Funds holding: 1,3381,387 (+49)

1.59% more ownership

Funds ownership: 62.07%63.66% (+1.6%)

3% less repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 535

Holders
1,387
Holders Change
+49
Holders Change %
+3.66%
% of All Funds
20.22%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
173
Increased
517
Reduced
535
Closed
101
Calls
$450M
Puts
$260M
Net Calls
+$190M
Net Calls Change
-$9.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05B +$2.27M +132,943 +0.1%
BlackRock
2
BlackRock
New York
$2.7B +$37.9M +2,225,613 +1%
State Street
3
State Street
Massachusetts
$2.24B -$64.6M -3,791,813 -3%
Bank of America
4
Bank of America
North Carolina
$1.06B -$59.2M -3,470,776 -5%
Morgan Stanley
5
Morgan Stanley
New York
$796M +$421M +24,705,927 +121%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$686M +$9.07M +532,287 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$542M +$25.9M +1,521,140 +5%
Charles Schwab
8
Charles Schwab
California
$506M +$5.42M +317,980 +1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$503M +$970K +56,934 +0.2%
Norges Bank
10
Norges Bank
Norway
$409M +$132M +7,725,952 +50%
Invesco
11
Invesco
Georgia
$380M +$2.03M +119,041 +0.6%
Northern Trust
12
Northern Trust
Illinois
$378M -$14.8M -866,110 -4%
Legal & General Group
13
Legal & General Group
United Kingdom
$326M +$6.27M +367,744 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$289M +$39.4M +2,309,550 +16%
Goldman Sachs
15
Goldman Sachs
New York
$274M +$66.4M +3,894,930 +33%
Amundi
16
Amundi
France
$269M +$42M +2,463,750 +20%
TCA
17
Tortoise Capital Advisors
Kansas
$258M -$12.1M -712,775 -5%
UBS Group
18
UBS Group
Switzerland
$250M -$18.8M -1,103,780 -7%
Deutsche Bank
19
Deutsche Bank
Germany
$247M -$20.8M -1,221,481 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$245M -$9.55M -560,130 -4%
Ensign Peak Advisors
21
Ensign Peak Advisors
Utah
$227M -$50.5M -2,960,649 -19%
Wells Fargo
22
Wells Fargo
California
$224M -$1.05M -61,595 -0.5%
FP
23
FPR Partners
California
$186M -$41.4M -2,429,500 -19%
EIP
24
Energy Income Partners
Connecticut
$184M -$5.5M -322,444 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$166M +$11.7M +687,519 +8%

KMI Hedge Fund Activity: Q4 2023 in Review

1,387 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Kinder Morgan (KMI) for Q4 2023, worth a combined $24.9B — up 9% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new KMI positions and 101 closed out — a net gain of 72 holders — while 517 added to existing stakes and 535 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $421M. The largest seller was State Street, cutting an estimated $64.6M.

  • 1,387 institutional investors held Kinder Morgan (KMI) as of Q4 2023, up from 1,338 in Q3 2023.
  • Funds reported $24.9B of Kinder Morgan stock for Q4 2023, up 9% quarter-over-quarter.
  • 173 funds opened new Kinder Morgan positions in Q4 2023 and 101 closed out, a net change of +72 holders.
  • The largest Kinder Morgan buyer in Q4 2023 was Morgan Stanley, an estimated $421M added.
  • The largest Kinder Morgan seller in Q4 2023 was State Street, an estimated $64.6M sold.

Based on aggregated 13F filings for Q4 2023.