We are live on ! Find out more
KED

Kayne Anderson Energy

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 4642 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Burgundy Asset Management
Ontario, Canada
$31.6M -$1.12M -31,607 -4%
CHA
2
Cedar Hill Associates
Illinois
$9.89M -$403K -11,353 -4%
Morgan Stanley
3
Morgan Stanley
New York
$7.29M -$1.96M -55,110 -22%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$5.24M +$167K +4,698 +3%
BTS
5
BB&T Securities
Virginia
$4.9M -$1.03K -29 -0.2%
U
6
UBS
Switzerland
$2.99M -$39.4K -1,110 -1%
Wells Fargo
7
Wells Fargo
California
$2.14M -$22.4K -631 -1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.87M +$25.1K +707 +1%
Stifel Financial
9
Stifel Financial
Missouri
$1.59M +$263K +7,403 +21%
LPL Financial
10
LPL Financial
California
$1.36M +$605K +17,055 +84%
Two Sigma Investments
11
Two Sigma Investments
New York
$1.31M +$59.9K +1,688 +5%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$1.18M +$131K +3,700 +13%
AI
13
Atria Investments
North Carolina
$954K +$927K +26,121 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$932K +$2.73K +77 +0.3%
CP
15
Camelot Portfolios
Ohio
$911K +$326K +9,179 +58%
Bank of America
16
Bank of America
North Carolina
$861K +$89.2K +2,514 +12%
Brown Advisory
17
Brown Advisory
Maryland
$530K
TCMG
18
TSP Capital Management Group
New Jersey
$496K -$480K -13,525 Closed
V
19
Veritable
Delaware
$420K
Legal & General Group
20
Legal & General Group
United Kingdom
$400K +$75.2K +2,118 +24%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$394K -$38.6K -1,089 -9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$391K +$17.1K +483 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$377K +$138K +3,896 +61%
Ameriprise
24
Ameriprise
Minnesota
$370K +$13.9K +393 +4%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$365K

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.