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KED

Kayne Anderson Energy

Delisted

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

39 hedge funds and large institutions have $70.5M invested in Kayne Anderson Energy in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

3% more funds holding

Funds holding: 3839 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $75.3M → $70.5M (-$4.8M)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
14
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Burgundy Asset Management
Ontario, Canada
$25.6M -$430K -15,168 -2%
CHA
2
Cedar Hill Associates
Illinois
$12.9M -$368K -12,972 -3%
AAM
3
Advisors Asset Management
Colorado
$6.28M -$1.84M -64,773 -22%
Morgan Stanley
4
Morgan Stanley
New York
$5.07M -$21.7K -764 -0.4%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$3.88M +$53.8K +1,898 +1%
BTS
6
BB&T Securities
Virginia
$3.7M -$14.4K -509 -4%
U
7
UBS
Switzerland
$2.08M -$134K -4,716 -6%
LPL Financial
8
LPL Financial
California
$1.42M +$129K +4,534 +10%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.4M -$1.99K -70 -0.1%
Wells Fargo
10
Wells Fargo
California
$978K -$205K -7,221 -17%
CP
11
Camelot Portfolios
Ohio
$949K +$74.5K +2,626 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$732K +$2.72K +96 +0.4%
Two Sigma Investments
13
Two Sigma Investments
New York
$657K +$203K +7,143 +44%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$512K +$173K +6,100 +50%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$500K -$319K -11,239 -39%
Bank of America
16
Bank of America
North Carolina
$478K +$48.2K +1,701 +11%
DADC
17
D.A. Davidson & Co
Montana
$466K +$250K +8,800 +112%
Brown Advisory
18
Brown Advisory
Maryland
$406K
TCMG
19
TSP Capital Management Group
New Jersey
$378K
V
20
Veritable
Delaware
$322K
OC
21
Oppenheimer & Co
New York
$260K +$5.67K +200 +2%
SM
22
Stratton Management
Pennsylvania
$238K
Ameriprise
23
Ameriprise
Minnesota
$224K -$6.61K -233 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$219K +$19.6K +690 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$212K +$78.2K +2,758 +57%

KED Hedge Fund Activity: Q4 2013 in Review

39 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q4 2013, worth a combined $70.5M — down 6.4% from $75.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KED positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was D.A. Davidson & Co, adding an estimated $250K. The largest seller was Advisors Asset Management, cutting an estimated $1.84M.

  • 39 institutional investors held Kayne Anderson Energy (KED) as of Q4 2013, up from 38 in Q3 2013.
  • Funds reported $70.5M of Kayne Anderson Energy stock for Q4 2013, down 6.4% quarter-over-quarter.
  • 4 funds opened new Kayne Anderson Energy positions in Q4 2013 and 2 closed out, a net change of +2 holders.
  • The largest Kayne Anderson Energy buyer in Q4 2013 was D.A. Davidson & Co, an estimated $250K added.
  • The largest Kayne Anderson Energy seller in Q4 2013 was Advisors Asset Management, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2013.