Kayne Anderson Energy
KED
KED was delisted on the 3rd of August, 2018.
42 hedge funds and large institutions have $81.5M invested in Kayne Anderson Energy in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 10 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
1% less capital invested
Capital invested by funds: $82.7M → $81.5M (-$1.18M)
9% less funds holding
Funds holding: 46 → 42 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$927K |
| 2 |
LPL Financial
San Diego,
California
|
+$605K |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$326K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$263K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.93M |
| 2 |
Morgan Stanley
New York
|
-$1.96M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.31M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$1.12M |
| 5 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| – | -$2K | -44 | Closed |
|
52
BNP Paribas Financial Markets
Paris,
France
| – | -$1.16K | -34 | Closed |
|
KED Hedge Fund Activity: Q3 2014 in Review
42 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q3 2014, worth a combined $81.5M — down 1.4% from $82.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of KED and 6 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 17 added.
The largest buyer was Atria Investments, opening a new position worth an estimated $927K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $3.93M sold.
- 42 institutional investors held Kayne Anderson Energy (KED) as of Q3 2014, down from 46 in Q2 2014.
- Funds reported $81.5M of Kayne Anderson Energy stock for Q3 2014, down 1.4% quarter-over-quarter.
- 6 funds opened new Kayne Anderson Energy positions in Q3 2014 and 10 closed out, a net change of -4 holders.
- The largest Kayne Anderson Energy buyer in Q3 2014 was Atria Investments, an estimated $927K added.
- The largest Kayne Anderson Energy seller in Q3 2014 was Advisors Asset Management, an estimated $3.93M sold.
Based on aggregated 13F filings for Q3 2014.