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KED

Kayne Anderson Energy

Delisted

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

44 hedge funds and large institutions have $38.7M invested in Kayne Anderson Energy in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

16% more funds holding

Funds holding: 3844 (+6)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1% less capital invested

Capital invested by funds: $39.2M → $38.7M (-$488K)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCMG
26
TSP Capital Management Group
New Jersey
$253K
Jones Financial Companies
27
Jones Financial Companies
Missouri
$207K +$201K +10,652 New
FFA
28
First Foundation Advisors
California
$201K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$190K +$15K +794 +9%
DADC
30
D.A. Davidson & Co
Montana
$153K -$15.1K -800 -9%
PCM
31
Prelude Capital Management
New York
$103K +$43.3K +2,300 +77%
NFG
32
Next Financial Group
Texas
$77K -$659 -35 -0.9%
WIM
33
Westside Investment Management
California
$45.2K +$49.5K +2,627 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$38K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$26K +$5.65K +300 +30%
Creative Planning
36
Creative Planning
Kansas
$21K
HNB
37
Huntington National Bank
Ohio
$19K
MMG
38
Monetary Management Group
Missouri
$19K
Citigroup
39
Citigroup
New York
$16K -$5.24K -278 -26%
TWA
40
TCI Wealth Advisors
Arizona
$16K +$15.1K +800 New
MFS
41
MSI Financial Services
Massachusetts
$15K -$15.5K -823 -51%
BTIS
42
BB&T Investment Services
North Carolina
$13K +$12.4K +660 New
FIB
43
First Interstate Bank
Montana
$10K +$9.59K +509 New
PCM
44
Penserra Capital Management
California
$3K +$358 +19 +12%
SIM
45
Sonora Investment Management
Arizona
$2.12K
AI
46
Atria Investments
North Carolina
-$767K -40,461 Closed
CCP
47
Clough Capital Partners
Massachusetts
-$265K -13,983 Closed
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
-$210K -11,078 Closed

KED Hedge Fund Activity: Q4 2016 in Review

44 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q4 2016, worth a combined $38.7M — down 1.2% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KED positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $610K. The largest seller was Burgundy Asset Management, cutting an estimated $1.56M.

  • 44 institutional investors held Kayne Anderson Energy (KED) as of Q4 2016, up from 38 in Q3 2016.
  • Funds reported $38.7M of Kayne Anderson Energy stock for Q4 2016, down 1.2% quarter-over-quarter.
  • 9 funds opened new Kayne Anderson Energy positions in Q4 2016 and 3 closed out, a net change of +6 holders.
  • The largest Kayne Anderson Energy buyer in Q4 2016 was Two Sigma Investments, an estimated $610K added.
  • The largest Kayne Anderson Energy seller in Q4 2016 was Burgundy Asset Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2016.