LongKMISep 2026
Kinder Morgan
ClearBridge purchased Kinder Morgan as a high-quality energy infrastructure business offering a sizable dividend yield and strong balance sheet. The company benefits from…
KMI
Which hedge funds are long KMI?
3 published ideas on Kinder Morgan across 3 funds — 3 long and 0 short.
Kinder Morgan hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Kinder Morgan: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongKMIAug 2026
Kinder Morgan Inc.
Kinder Morgan is one of the fund's four highlighted North American midstream holdings and trades under ticker KMI. ([Kinder Morgan][3]) The managers expect hydrocarbon demand in…
LongKMISep 2026
Kinder Morgan Inc.
Kinder Morgan is one of the fund's four North American midstream holdings. Guinness expects hydrocarbon demand in the US and Canada to grow over the next five years, with natural…