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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 $27M invested in Kayne Anderson Energy in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $24.9M → $27M (+$2.13M)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HK
Horizon Kinetics
New York
+$2.2M
2
SIA
Sit Investment Associates
Minnesota
+$1.64M
3
Invesco
Invesco
Georgia
+$265K
4
BW
Bison Wealth
Georgia
+$257K
5
TCMG
TSP Capital Management Group
New Jersey
+$238K

Top Sellers

Rank Fund Capital Flow
1
CHA
Cedar Hill Associates
Illinois
-$1.13M
2
Morgan Stanley
Morgan Stanley
New York
-$209K
3
Two Sigma Investments
Two Sigma Investments
New York
-$162K
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$160K
5
DADC
D.A. Davidson & Co
Montana
-$121K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$270K +$265K +15,590 New
BW
27
Bison Wealth
Georgia
$262K +$257K +15,100 New
TCMG
28
TSP Capital Management Group
New Jersey
$243K +$238K +14,025 New
RJA
29
Raymond James & Associates
Florida
$203K +$17.8K +1,049 +10%
FFA
30
First Foundation Advisors
California
$179K – – –
TWA
31
TCI Wealth Advisors
Arizona
$87K +$34K +2,000 +67%
PWM
32
Perigon Wealth Management
California
$49K +$47.9K +2,818 New
FCMT
33
Founders Capital Management (Texas)
Texas
$38K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$18K – – –
HNB
35
Huntington National Bank
Ohio
$17K – – –
MMG
36
Monetary Management Group
Missouri
$17K – – –
NFG
37
Next Financial Group
Texas
$17K – – –
Citigroup
38
Citigroup
New York
$15K +$340 +20 +2%
PCM
39
Prelude Capital Management
New York
$14K +$13.6K +800 New
WAM
40
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
SIM
41
Sonora Investment Management
Arizona
$1.89K – – –
DADC
42
D.A. Davidson & Co
Montana
– -$121K -6,700 Closed
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
– -$35K -1,958 Closed
Creative Planning
44
Creative Planning
Kansas
– -$20K -1,100 Closed
BTIS
45
BB&T Investment Services
North Carolina
– -$12K -660 Closed
1
2

KED Hedge Fund Activity: Q3 2017 in Review

40 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q3 2017, worth a combined $27M — up 8.5% from $24.9M a quarter earlier.

Fund positioning in KED was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 11 trimmed.

The largest buyer was Horizon Kinetics, adding an estimated $2.2M. The largest seller was Cedar Hill Associates, cutting an estimated $1.13M.

  • 40 institutional investors held Kayne Anderson Energy (KED) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $27M of Kayne Anderson Energy stock for Q3 2017, up 8.5% quarter-over-quarter.
  • 5 funds opened new Kayne Anderson Energy positions in Q3 2017 and 5 closed out, a net change of 0 holders.
  • The largest Kayne Anderson Energy buyer in Q3 2017 was Horizon Kinetics, an estimated $2.2M added.
  • The largest Kayne Anderson Energy seller in Q3 2017 was Cedar Hill Associates, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2017.