We are live on ! Find out more
KED

Kayne Anderson Energy
KED

Delisted

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

Back to rankings

48 hedge funds and large institutions have $29.1M invested in Kayne Anderson Energy in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

9% more funds holding

Funds holding: 44 → 48 (+4)

25% less capital invested

Capital invested by funds: $38.7M → $29.1M (-$9.6M)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.41M
2
Bank of America
Bank of America
North Carolina
+$633K
3
Two Sigma Investments
Two Sigma Investments
New York
+$598K
4
NCCM
Nine Chapters Capital Management
New Jersey
+$576K
5
SIA
Sit Investment Associates
Minnesota
+$533K

Top Sellers

Rank Fund Capital Flow
1
BAM
Burgundy Asset Management
Ontario, Canada
-$13.6M
2
UBS Group
UBS Group
Switzerland
-$836K
3
CHA
Cedar Hill Associates
Illinois
-$499K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$407K
5
SG Americas Securities
SG Americas Securities
New York
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$306K +$2.74K +140 +0.9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$292K +$22.4K +1,143 +8%
PCM
28
Prelude Capital Management
New York
$287K +$184K +9,400 +177%
TCMG
29
TSP Capital Management Group
New Jersey
$263K – – –
BlackRock
30
BlackRock
New York
$253K +$254K +12,957 New
AGM
31
Alpine Global Management
New York
$245K +$247K +12,588 New
RCM
32
Robinson Capital Management
Michigan
$214K +$216K +11,000 New
Millennium Management
33
Millennium Management
New York
$210K +$211K +10,759 New
FFA
34
First Foundation Advisors
California
$202K – – –
SG Americas Securities
35
SG Americas Securities
New York
$162K -$269K -13,747 -62%
DADC
36
D.A. Davidson & Co
Montana
$130K -$23.5K -1,200 -15%
FCMT
37
Founders Capital Management (Texas)
Texas
$42K +$42.4K +2,164 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$38K – – –
Creative Planning
39
Creative Planning
Kansas
$21K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$20K -$5.88K -300 -23%
NFG
41
Next Financial Group
Texas
$19K -$58.1K -2,965 -75%
HNB
42
Huntington National Bank
Ohio
$19K – – –
MMG
43
Monetary Management Group
Missouri
$19K – – –
WIM
44
Westside Investment Management
California
$18K -$33.4K -1,703 -65%
Citigroup
45
Citigroup
New York
$16K +$411 +21 +3%
BTIS
46
BB&T Investment Services
North Carolina
$13K – – –
EWM
47
Endurance Wealth Management
Rhode Island
$10K +$9.8K +500 New
SIM
48
Sonora Investment Management
Arizona
$2.12K – – –
BAM
49
Burgundy Asset Management
Ontario, Canada
– -$13.6M -702,198 Closed
Jones Financial Companies
50
Jones Financial Companies
Missouri
– -$207K -10,652 Closed
1
2
3

KED Hedge Fund Activity: Q1 2017 in Review

48 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q1 2017, worth a combined $29.1M — down 25% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KED positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.41M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $13.6M sold.

  • 48 institutional investors held Kayne Anderson Energy (KED) as of Q1 2017, up from 44 in Q4 2016.
  • Funds reported $29.1M of Kayne Anderson Energy stock for Q1 2017, down 25% quarter-over-quarter.
  • 11 funds opened new Kayne Anderson Energy positions in Q1 2017 and 6 closed out, a net change of +5 holders.
  • The largest Kayne Anderson Energy buyer in Q1 2017 was Morgan Stanley, an estimated $1.41M added.
  • The largest Kayne Anderson Energy seller in Q1 2017 was Burgundy Asset Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2017.