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KED

Kayne Anderson Energy
KED

Delisted

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

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38 hedge funds and large institutions have $50M invested in Kayne Anderson Energy in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

25% less capital invested

Capital invested by funds: $66.5M → $50M (-$16.5M)

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
McKinley Capital Management
Alaska
+$783K
2
TCMG
TSP Capital Management Group
New Jersey
+$407K
3
Two Sigma Investments
Two Sigma Investments
New York
+$385K
4
VKH
Virtu KCG Holdings
New York
+$343K
5
AI
Atria Investments
North Carolina
+$335K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.04M
2
Morgan Stanley
Morgan Stanley
New York
-$936K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$514K
4
LIM
Leavell Investment Management
Alabama
-$467K
5
Brown Advisory
Brown Advisory
Maryland
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$154K -$234K -8,250 -56%
Wells Fargo
27
Wells Fargo
California
$153K -$1.04M -36,678 -85%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$96K +$1.47K +52 +1%
SSB
29
Sandy Spring Bank
Maryland
$95K – – –
AIG
30
American International Group
New York
$48.5K – – –
MMG
31
Monetary Management Group
Missouri
$48K -$21.2K -750 -27%
CFN
32
Cordasco Financial Network
Florida
$35K – – –
MFS
33
MSI Financial Services
Massachusetts
$32K +$11.3K +400 +42%
JIC
34
Joel Isaacson & Co
New York
$29K – – –
Citigroup
35
Citigroup
New York
$25K +$4.02K +142 +16%
HNB
36
Huntington National Bank
Ohio
$24K – – –
RIA
37
Regal Investment Advisors
Michigan
$5K +$7.08K +250 New
TRCT
38
Tower Research Capital (TRC)
New York
$4K -$1.08K -38 -18%
Brown Advisory
39
Brown Advisory
Maryland
– -$423K -14,500 Closed
Northern Trust
40
Northern Trust
Illinois
– -$272K -9,361 Closed
Ameriprise
41
Ameriprise
Minnesota
– -$265K -9,072 Closed
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
– -$206K -7,056 Closed
Creative Planning
43
Creative Planning
Kansas
– -$32K -1,100 Closed
1
2

KED Hedge Fund Activity: Q2 2015 in Review

38 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q2 2015, worth a combined $50M — down 25% from $66.5M a quarter earlier.

Fund positioning in KED was balanced in Q2 2015: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 15 trimmed.

The largest buyer was McKinley Capital Management, opening a new position worth an estimated $783K. The largest seller was Wells Fargo, cutting an estimated $1.04M.

  • 38 institutional investors held Kayne Anderson Energy (KED) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $50M of Kayne Anderson Energy stock for Q2 2015, down 25% quarter-over-quarter.
  • 5 funds opened new Kayne Anderson Energy positions in Q2 2015 and 5 closed out, a net change of 0 holders.
  • The largest Kayne Anderson Energy buyer in Q2 2015 was McKinley Capital Management, an estimated $783K added.
  • The largest Kayne Anderson Energy seller in Q2 2015 was Wells Fargo, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2015.