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KED

Kayne Anderson Energy

Delisted

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

40 hedge funds and large institutions have $37M invested in Kayne Anderson Energy in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

21% more capital invested

Capital invested by funds: $30.5M → $37M (+$6.46M)

5% more funds holding

Funds holding: 3840 (+2)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCMG
26
TSP Capital Management Group
New Jersey
$252K +$5.52K +325 +2%
BW
27
Bison Wealth
Georgia
$245K -$34K -2,000 -12%
RJA
28
Raymond James & Associates
Florida
$222K -$1.24K -73 -0.6%
AWA
29
Arete Wealth Advisors
Illinois
$182K +$153 +9 +0.1%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$165K
FCMT
31
Founders Capital Management (Texas)
Texas
$38K
SC
32
Sawyer & Company
Massachusetts
$35K
Citigroup
33
Citigroup
New York
$33K +$815 +48 +3%
IFAM
34
Institutional & Family Asset Management
Colorado
$26K +$628 +37 +3%
BCI
35
Brinker Capital Investments
Pennsylvania
$23K +$22.1K +1,300 New
GI
36
Gradient Investments
Minnesota
$19K +$19K +1,118 New
QCIG
37
Quad-Cities Investment Group
Iowa
$18K +$16.6K +979 New
HNB
38
Huntington National Bank
Ohio
$17K
MMG
39
Monetary Management Group
Missouri
$17K
SIM
40
Sonora Investment Management
Arizona
$2K
Legal & General Group
41
Legal & General Group
United Kingdom
-$598K -38,468 Closed
Two Sigma Investments
42
Two Sigma Investments
New York
-$236K -15,158 Closed
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
-$222K -14,247 Closed
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
-$198K -12,744 Closed
SWP
45
Stratos Wealth Partners
Ohio
-$8K -526 Closed

KED Hedge Fund Activity: Q2 2018 in Review

40 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q2 2018, worth a combined $37M — up 21% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KED positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.89M. The largest seller was Legal & General Group, exiting entirely with an estimated $598K sold.

  • 40 institutional investors held Kayne Anderson Energy (KED) as of Q2 2018, up from 38 in Q1 2018.
  • Funds reported $37M of Kayne Anderson Energy stock for Q2 2018, up 21% quarter-over-quarter.
  • 7 funds opened new Kayne Anderson Energy positions in Q2 2018 and 5 closed out, a net change of +2 holders.
  • The largest Kayne Anderson Energy buyer in Q2 2018 was Sit Investment Associates, an estimated $1.89M added.
  • The largest Kayne Anderson Energy seller in Q2 2018 was Legal & General Group, an estimated $598K sold.

Based on aggregated 13F filings for Q2 2018.