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KED

Kayne Anderson Energy

Delisted

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

38 hedge funds and large institutions have $75.3M invested in Kayne Anderson Energy in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $67.8M → $75.3M (+$7.48M)

0% more funds holding

Funds holding: 3838 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
16
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Burgundy Asset Management
Ontario, Canada
$26.5M +$25.1K +948 +0.1%
CHA
2
Cedar Hill Associates
Illinois
$13.5M -$1.07M -40,391 -8%
AAM
3
Advisors Asset Management
Colorado
$8.25M -$2.4M -90,818 -24%
Morgan Stanley
4
Morgan Stanley
New York
$5.2M -$307K -11,620 -6%
BTS
5
BB&T Securities
Virginia
$3.92M +$74.7K +2,828 +26%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$3.91M +$71.6K +2,710 +2%
U
7
UBS
Switzerland
$2.26M -$140K -5,283 -6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.43M -$63K -2,385 -5%
LPL Financial
9
LPL Financial
California
$1.33M +$54.6K +2,066 +5%
Wells Fargo
10
Wells Fargo
California
$1.2M +$11.4K +431 +1%
CP
11
Camelot Portfolios
Ohio
$893K -$172K -6,528 -17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$830K -$154K -5,826 -17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$744K +$16.3K +617 +2%
SNC
14
Stifel Nicolaus & Co
Missouri
$610K +$342K +12,930 +153%
Two Sigma Investments
15
Two Sigma Investments
New York
$466K +$24.9K +944 +6%
Bank of America
16
Bank of America
North Carolina
$439K +$357K +13,523 +731%
Brown Advisory
17
Brown Advisory
Maryland
$414K
PMG
18
ProVise Management Group
Florida
$386K -$13.5K -511 -4%
TCMG
19
TSP Capital Management Group
New Jersey
$385K
Two Sigma Advisers
20
Two Sigma Advisers
New York
$349K -$15.9K -600 -5%
V
21
Veritable
Delaware
$328K
OC
22
Oppenheimer & Co
New York
$260K +$661 +25 +0.3%
SM
23
Stratton Management
Pennsylvania
$243K
Ameriprise
24
Ameriprise
Minnesota
$236K +$148K +5,610 +213%
DADC
25
D.A. Davidson & Co
Montana
$224K +$208K +7,875 New

KED Hedge Fund Activity: Q3 2013 in Review

38 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q3 2013, worth a combined $75.3M — up 11% from $67.8M a quarter earlier.

Fund positioning in KED was balanced in Q3 2013: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $357K. The largest seller was Advisors Asset Management, cutting an estimated $2.4M.

  • 38 institutional investors held Kayne Anderson Energy (KED) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $75.3M of Kayne Anderson Energy stock for Q3 2013, up 11% quarter-over-quarter.
  • 4 funds opened new Kayne Anderson Energy positions in Q3 2013 and 4 closed out, a net change of 0 holders.
  • The largest Kayne Anderson Energy buyer in Q3 2013 was Bank of America, an estimated $357K added.
  • The largest Kayne Anderson Energy seller in Q3 2013 was Advisors Asset Management, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2013.