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KED

Kayne Anderson Energy
KED

Delisted

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

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40 hedge funds and large institutions have $24.9M invested in Kayne Anderson Energy in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

14% less capital invested

Capital invested by funds: $29.1M → $24.9M (-$4.17M)

17% less funds holding

Funds holding: 48 → 40 (-8)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HK
Horizon Kinetics
New York
+$2.34M
2
AG
Advisor Group
Arizona
+$254K
3
RJA
Raymond James & Associates
Florida
+$197K
4
SIA
Sit Investment Associates
Minnesota
+$193K
5
PI
Parkside Investments
Illinois
+$82.7K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.76M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$763K
3
NCCM
Nine Chapters Capital Management
New Jersey
-$573K
4
PCM
Prelude Capital Management
New York
-$287K
5
BlackRock
BlackRock
New York
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCMG
26
TSP Capital Management Group
New Jersey
$251K – – –
RJA
27
Raymond James & Associates
Florida
$194K +$197K +10,691 New
FFA
28
First Foundation Advisors
California
$188K – – –
DADC
29
D.A. Davidson & Co
Montana
$121K – – –
TWA
30
TCI Wealth Advisors
Arizona
$54K +$55.1K +3,000 New
FCMT
31
Founders Capital Management (Texas)
Texas
$39K – – –
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$35K – – –
Creative Planning
33
Creative Planning
Kansas
$20K – – –
HNB
34
Huntington National Bank
Ohio
$18K – – –
MMG
35
Monetary Management Group
Missouri
$18K – – –
NFG
36
Next Financial Group
Texas
$18K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$18K – – –
Citigroup
38
Citigroup
New York
$15K +$349 +19 +2%
BTIS
39
BB&T Investment Services
North Carolina
$12K – – –
SIM
40
Sonora Investment Management
Arizona
$1.98K – – –
NCCM
41
Nine Chapters Capital Management
New Jersey
– -$573K -29,400 Closed
PCM
42
Prelude Capital Management
New York
– -$287K -14,700 Closed
BlackRock
43
BlackRock
New York
– -$253K -12,957 Closed
AGM
44
Alpine Global Management
New York
– -$245K -12,588 Closed
RCM
45
Robinson Capital Management
Michigan
– -$214K -11,000 Closed
Millennium Management
46
Millennium Management
New York
– -$210K -10,759 Closed
SG Americas Securities
47
SG Americas Securities
New York
– -$162K -8,318 Closed
WIM
48
Westside Investment Management
California
– -$18K -924 Closed
EWM
49
Endurance Wealth Management
Rhode Island
– -$10K -500 Closed
1
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KED Hedge Fund Activity: Q2 2017 in Review

40 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q2 2017, worth a combined $24.9M — down 14% from $29.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KED and 2 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Horizon Kinetics, adding an estimated $2.34M. The largest seller was Morgan Stanley, cutting an estimated $1.76M.

  • 40 institutional investors held Kayne Anderson Energy (KED) as of Q2 2017, down from 48 in Q1 2017.
  • Funds reported $24.9M of Kayne Anderson Energy stock for Q2 2017, down 14% quarter-over-quarter.
  • 2 funds opened new Kayne Anderson Energy positions in Q2 2017 and 9 closed out, a net change of -7 holders.
  • The largest Kayne Anderson Energy buyer in Q2 2017 was Horizon Kinetics, an estimated $2.34M added.
  • The largest Kayne Anderson Energy seller in Q2 2017 was Morgan Stanley, an estimated $1.76M sold.

Based on aggregated 13F filings for Q2 2017.