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KED

Kayne Anderson Energy

Delisted

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

42 hedge funds and large institutions have $79.8M invested in Kayne Anderson Energy in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

13% more capital invested

Capital invested by funds: $70.5M → $79.8M (+$9.32M)

8% more funds holding

Funds holding: 3942 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
14
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Burgundy Asset Management
Ontario, Canada
$28.1M -$134K -4,643 -0.5%
CHA
2
Cedar Hill Associates
Illinois
$13.9M -$387K -13,400 -3%
Morgan Stanley
3
Morgan Stanley
New York
$7.8M +$2.05M +70,974 +39%
AAM
4
Advisors Asset Management
Colorado
$5.1M -$1.72M -59,542 -27%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$4.28M -$13.2K -456 -0.3%
BTS
6
BB&T Securities
Virginia
$4.13M +$3.23K +112 +0.8%
U
7
UBS
Switzerland
$2.59M +$273K +9,441 +13%
Wells Fargo
8
Wells Fargo
California
$1.69M +$569K +19,703 +56%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.54M -$4.71K -163 -0.3%
CP
10
Camelot Portfolios
Ohio
$1.24M +$179K +6,183 +18%
Stifel Financial
11
Stifel Financial
Missouri
$971K +$907K +31,421 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$836K +$26K +901 +3%
LPL Financial
13
LPL Financial
California
$800K -$719K -24,897 -49%
Two Sigma Investments
14
Two Sigma Investments
New York
$700K -$24.7K -857 -4%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$633K +$63.5K +2,200 +12%
Bank of America
16
Bank of America
North Carolina
$623K +$89.4K +3,095 +18%
DADC
17
D.A. Davidson & Co
Montana
$547K +$30.3K +1,050 +6%
Brown Advisory
18
Brown Advisory
Maryland
$449K
TCMG
19
TSP Capital Management Group
New Jersey
$418K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$392K -$149K -5,173 -29%
V
21
Veritable
Delaware
$356K
Millennium Management
22
Millennium Management
New York
$298K +$278K +9,645 New
Ameriprise
23
Ameriprise
Minnesota
$292K +$41.7K +1,444 +18%
OC
24
Oppenheimer & Co
New York
$287K
SM
25
Stratton Management
Pennsylvania
$263K

KED Hedge Fund Activity: Q1 2014 in Review

42 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q1 2014, worth a combined $79.8M — up 13% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KED positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.05M. The largest seller was Advisors Asset Management, cutting an estimated $1.72M.

  • 42 institutional investors held Kayne Anderson Energy (KED) as of Q1 2014, up from 39 in Q4 2013.
  • Funds reported $79.8M of Kayne Anderson Energy stock for Q1 2014, up 13% quarter-over-quarter.
  • 6 funds opened new Kayne Anderson Energy positions in Q1 2014 and 3 closed out, a net change of +3 holders.
  • The largest Kayne Anderson Energy buyer in Q1 2014 was Morgan Stanley, an estimated $2.05M added.
  • The largest Kayne Anderson Energy seller in Q1 2014 was Advisors Asset Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2014.