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KED

Kayne Anderson Energy

Delisted

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

46 hedge funds and large institutions have $84.2M invested in Kayne Anderson Energy in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4246 (+4)

3% more capital invested

Capital invested by funds: $81.5M → $84.2M (+$2.66M)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
12
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
$31.3M +$388K +11,280 +1%
Morgan Stanley
2
Morgan Stanley
New York
$9.98M +$2.74M +79,705 +40%
CHA
3
Cedar Hill Associates
Illinois
$9.96M +$275K +7,990 +3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$5.42M +$288K +8,379 +6%
BTS
5
BB&T Securities
Virginia
$4.01M -$75.5K -2,197 -16%
UBS Group
6
UBS Group
Switzerland
$3.11M +$2.99M +87,066 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2M +$164K +4,772 +9%
Wells Fargo
8
Wells Fargo
California
$1.97M -$118K -3,447 -6%
LPL Financial
9
LPL Financial
California
$1.75M +$400K +11,629 +31%
Stifel Financial
10
Stifel Financial
Missouri
$1.57M +$15.9K +463 +1%
Bank of America
11
Bank of America
North Carolina
$1.17M +$314K +9,138 +39%
AI
12
Atria Investments
North Carolina
$1.11M +$169K +4,929 +19%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$881K -$29.9K -870 -3%
CP
14
Camelot Portfolios
Ohio
$850K -$39.8K -1,157 -5%
LIM
15
Leavell Investment Management
Alabama
$847K +$814K +23,700 New
Two Sigma Investments
16
Two Sigma Investments
New York
$723K -$541K -15,760 -44%
CAS
17
Cue Advisory Services
Arizona
$536K +$515K +14,997 New
Brown Advisory
18
Brown Advisory
Maryland
$519K
UR
19
USCA RIA
Texas
$518K +$498K +14,500 New
TCMG
20
TSP Capital Management Group
New Jersey
$489K
RJA
21
Raymond James & Associates
Florida
$478K +$459K +13,367 New
V
22
Veritable
Delaware
$465K +$51.5K +1,500 +13%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$442K +$57.4K +1,670 +16%
DADC
24
D.A. Davidson & Co
Montana
$419K +$61.8K +1,800 +18%
Legal & General Group
25
Legal & General Group
United Kingdom
$418K +$25.9K +755 +7%

KED Hedge Fund Activity: Q4 2014 in Review

46 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q4 2014, worth a combined $84.2M — up 3.3% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KED positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.74M. The largest seller was Two Sigma Advisers, cutting an estimated $880K.

  • 46 institutional investors held Kayne Anderson Energy (KED) as of Q4 2014, up from 42 in Q3 2014.
  • Funds reported $84.2M of Kayne Anderson Energy stock for Q4 2014, up 3.3% quarter-over-quarter.
  • 10 funds opened new Kayne Anderson Energy positions in Q4 2014 and 4 closed out, a net change of +6 holders.
  • The largest Kayne Anderson Energy buyer in Q4 2014 was Morgan Stanley, an estimated $2.74M added.
  • The largest Kayne Anderson Energy seller in Q4 2014 was Two Sigma Advisers, an estimated $880K sold.

Based on aggregated 13F filings for Q4 2014.