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KED

Kayne Anderson Energy

Delisted

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

42 hedge funds and large institutions have $31.5M invested in Kayne Anderson Energy in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $27M → $31.5M (+$4.47M)

5% more funds holding

Funds holding: 4042 (+2)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
26
Bison Wealth
Georgia
$263K
SPIA
27
Steward Partners Investment Advisory
New York
$262K -$13.8K -863 -5%
YCM
28
Yorkville Capital Management
New York
$259K +$238K +14,900 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$255K -$34.8K -2,183 -13%
RJA
30
Raymond James & Associates
Florida
$219K +$13.5K +844 +7%
Citadel Advisors
31
Citadel Advisors
Florida
$219K +$201K +12,577 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$197K -$74.1K -4,643 -29%
VF
33
Virtu Financial
New York
$192K +$176K +11,018 New
TCMG
34
TSP Capital Management Group
New Jersey
$190K -$49.9K -3,130 -22%
PWM
35
Perigon Wealth Management
California
$49K
FCMT
36
Founders Capital Management (Texas)
Texas
$38K
SC
37
Sawyer & Company
Massachusetts
$35K +$31.9K +2,000 New
Citigroup
38
Citigroup
New York
$18K +$2.33K +146 +17%
HNB
39
Huntington National Bank
Ohio
$17K
MMG
40
Monetary Management Group
Missouri
$17K
SWP
41
Stratos Wealth Partners
Ohio
$9K +$8.39K +526 New
SIM
42
Sonora Investment Management
Arizona
$1.9K
AIA
43
Allegis Investment Advisors
Idaho
-$411K -23,709 Closed
Ameriprise
44
Ameriprise
Minnesota
-$312K -18,022 Closed
TWA
45
TCI Wealth Advisors
Arizona
-$87K -5,000 Closed
NFG
46
Next Financial Group
Texas
-$17K -1,000 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
-$18K -1,000 Closed
PCM
48
Prelude Capital Management
New York
-$14K -800 Closed

KED Hedge Fund Activity: Q4 2017 in Review

42 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q4 2017, worth a combined $31.5M — up 17% from $27M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KED positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.37M. The largest seller was UBS Group, cutting an estimated $520K.

  • 42 institutional investors held Kayne Anderson Energy (KED) as of Q4 2017, up from 40 in Q3 2017.
  • Funds reported $31.5M of Kayne Anderson Energy stock for Q4 2017, up 17% quarter-over-quarter.
  • 8 funds opened new Kayne Anderson Energy positions in Q4 2017 and 6 closed out, a net change of +2 holders.
  • The largest Kayne Anderson Energy buyer in Q4 2017 was Sit Investment Associates, an estimated $2.37M added.
  • The largest Kayne Anderson Energy seller in Q4 2017 was UBS Group, an estimated $520K sold.

Based on aggregated 13F filings for Q4 2017.