Kayne Anderson Energy
KED
KED was delisted on the 3rd of August, 2018.
48 hedge funds and large institutions have $29.1M invested in Kayne Anderson Energy in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
9% more funds holding
Funds holding: 44 → 48 (+4)
25% less capital invested
Capital invested by funds: $38.7M → $29.1M (-$9.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$633K |
| 3 |
Two Sigma Investments
New York
|
+$598K |
| 4 |
NCCM
Nine Chapters Capital Management
Short Hills,
New Jersey
|
+$576K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$13.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$836K |
| 3 |
CHA
Cedar Hill Associates
Chicago,
Illinois
|
-$499K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$407K |
| 5 |
SG Americas Securities
New York
|
-$269K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Envestnet Asset Management
Chicago,
Illinois
| – | -$190K | -9,788 | Closed |
|
|
TWA
52
TCI Wealth Advisors
Tucson,
Arizona
| – | -$16K | -800 | Closed |
|
|
FIB
53
First Interstate Bank
Billings,
Montana
| – | -$10K | -509 | Closed |
|
|
PCM
54
Penserra Capital Management
Orinda,
California
| – | -$3K | -172 | Closed |
|
|
AIM
55
Acrospire Investment Management
Chicago,
Illinois
| – | +$431 | +22 | New |
|
KED Hedge Fund Activity: Q1 2017 in Review
48 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q1 2017, worth a combined $29.1M — down 25% from $38.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KED positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.41M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $13.6M sold.
- 48 institutional investors held Kayne Anderson Energy (KED) as of Q1 2017, up from 44 in Q4 2016.
- Funds reported $29.1M of Kayne Anderson Energy stock for Q1 2017, down 25% quarter-over-quarter.
- 11 funds opened new Kayne Anderson Energy positions in Q1 2017 and 6 closed out, a net change of +5 holders.
- The largest Kayne Anderson Energy buyer in Q1 2017 was Morgan Stanley, an estimated $1.41M added.
- The largest Kayne Anderson Energy seller in Q1 2017 was Burgundy Asset Management, an estimated $13.6M sold.
Based on aggregated 13F filings for Q1 2017.