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KED

Kayne Anderson Energy
KED

Delisted

KED was delisted on the 3rd of August, 2018.

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42 hedge funds and large institutions have $81.5M invested in Kayne Anderson Energy in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

1% less capital invested

Capital invested by funds: $82.7M → $81.5M (-$1.18M)

9% less funds holding

Funds holding: 46 → 42 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
+$927K
2
LPL Financial
LPL Financial
California
+$605K
3
CP
Camelot Portfolios
Ohio
+$326K
4
Stifel Financial
Stifel Financial
Missouri
+$263K
5
WA
WFG Advisors
Texas
+$246K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$3.93M
2
Morgan Stanley
Morgan Stanley
New York
-$1.96M
3
VKH
Virtu KCG Holdings
New York
-$1.31M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$1.12M
5
TCMG
TSP Capital Management Group
New Jersey
-$480K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$363K -$319K -9,000 -47%
SM
27
Stratton Management
Pennsylvania
$311K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$266K +$994 +28 +0.4%
WA
29
WFG Advisors
Texas
$264K +$246K +6,921 +2,277%
MMG
30
Monetary Management Group
Missouri
$248K +$81.6K +2,300 +51%
Northern Trust
31
Northern Trust
Illinois
$232K – – –
NFG
32
Next Financial Group
Texas
$232K +$225K +6,350 New
DC
33
Davenport & Co
Virginia
$207K +$201K +5,675 New
Creative Planning
34
Creative Planning
Kansas
$193K – – –
RFC
35
Russell Frank Company
Washington
$186K – – –
CFN
36
Cordasco Financial Network
Florida
$83K +$15.1K +425 +23%
Citigroup
37
Citigroup
New York
$52K -$17.7K -500 -26%
MHS
38
M Holdings Securities
Oregon
$46K +$44.9K +1,265 New
JIC
39
Joel Isaacson & Co
New York
$44K – – –
AIG
40
American International Group
New York
$18.9K – – –
MFS
41
MSI Financial Services
Massachusetts
$18K – – –
GSC
42
Ground Swell Capital
South Carolina
$9K +$8.45K +238 New
US Bancorp
43
US Bancorp
Minnesota
$4K +$3.62K +102 New
AAM
44
Advisors Asset Management
Colorado
– -$3.93M -114,798 Closed
VKH
45
Virtu KCG Holdings
New York
– -$1.31M -38,304 Closed
RJA
46
Raymond James & Associates
Florida
– -$411K -11,993 Closed
OC
47
Oppenheimer & Co
New York
– -$291K -8,500 Closed
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
– -$56K -1,650 Closed
AC
49
Alexandria Capital
Virginia
– -$19K -544 Closed
First Manhattan
50
First Manhattan
New York
– -$13K -400 Closed
1
2
3

KED Hedge Fund Activity: Q3 2014 in Review

42 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q3 2014, worth a combined $81.5M — down 1.4% from $82.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of KED and 6 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 17 added.

The largest buyer was Atria Investments, opening a new position worth an estimated $927K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $3.93M sold.

  • 42 institutional investors held Kayne Anderson Energy (KED) as of Q3 2014, down from 46 in Q2 2014.
  • Funds reported $81.5M of Kayne Anderson Energy stock for Q3 2014, down 1.4% quarter-over-quarter.
  • 6 funds opened new Kayne Anderson Energy positions in Q3 2014 and 10 closed out, a net change of -4 holders.
  • The largest Kayne Anderson Energy buyer in Q3 2014 was Atria Investments, an estimated $927K added.
  • The largest Kayne Anderson Energy seller in Q3 2014 was Advisors Asset Management, an estimated $3.93M sold.

Based on aggregated 13F filings for Q3 2014.