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KED

Kayne Anderson Energy
KED

Delisted

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

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38 hedge funds and large institutions have $30.5M invested in Kayne Anderson Energy in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

3% less capital invested

Capital invested by funds: $31.5M → $30.5M (-$977K)

10% less funds holding

Funds holding: 42 → 38 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.42M
2
Invesco
Invesco
Georgia
+$827K
3
Morgan Stanley
Morgan Stanley
New York
+$578K
4
HK
Horizon Kinetics
New York
+$416K
5
Wells Fargo
Wells Fargo
California
+$340K

Top Sellers

Rank Fund Capital Flow
1
LM
Luminus Management
Texas
-$675K
2
Two Sigma Investments
Two Sigma Investments
New York
-$599K
3
WAM
Weiss Asset Management
Massachusetts
-$266K
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$235K
5
Citadel Advisors
Citadel Advisors
Florida
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCMG
26
TSP Capital Management Group
New Jersey
$220K +$56.1K +3,275 +30%
RJA
27
Raymond James & Associates
Florida
$200K +$4.08K +238 +2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$198K -$77.7K -4,534 -26%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$165K -$12K -701 -6%
AWA
30
Arete Wealth Advisors
Illinois
$163K +$179K +10,455 New
FCMT
31
Founders Capital Management (Texas)
Texas
$34K – – –
SC
32
Sawyer & Company
Massachusetts
$31K – – –
Citigroup
33
Citigroup
New York
$29K +$14.1K +822 +81%
IFAM
34
Institutional & Family Asset Management
Colorado
$22K +$24.7K +1,441 New
HNB
35
Huntington National Bank
Ohio
$16K – – –
MMG
36
Monetary Management Group
Missouri
$16K – – –
SWP
37
Stratos Wealth Partners
Ohio
$8K – – –
SIM
38
Sonora Investment Management
Arizona
$1.7K – – –
LM
39
Luminus Management
Texas
– -$675K -38,789 Closed
WAM
40
Weiss Asset Management
Massachusetts
– -$266K -15,250 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$219K -12,577 Closed
VF
42
Virtu Financial
New York
– -$192K -11,018 Closed
PWM
43
Perigon Wealth Management
California
– -$49K -2,818 Closed
1
2

KED Hedge Fund Activity: Q1 2018 in Review

38 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q1 2018, worth a combined $30.5M — down 3.1% from $31.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of KED and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.42M. The largest seller was Luminus Management, exiting entirely with an estimated $675K sold.

  • 38 institutional investors held Kayne Anderson Energy (KED) as of Q1 2018, down from 42 in Q4 2017.
  • Funds reported $30.5M of Kayne Anderson Energy stock for Q1 2018, down 3.1% quarter-over-quarter.
  • 2 funds opened new Kayne Anderson Energy positions in Q1 2018 and 5 closed out, a net change of -3 holders.
  • The largest Kayne Anderson Energy buyer in Q1 2018 was Sit Investment Associates, an estimated $2.42M added.
  • The largest Kayne Anderson Energy seller in Q1 2018 was Luminus Management, an estimated $675K sold.

Based on aggregated 13F filings for Q1 2018.