We are live on ! Find out more
KED

Kayne Anderson Energy

Delisted

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

38 hedge funds and large institutions have $50.1M invested in Kayne Anderson Energy in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

0% more capital invested

Capital invested by funds: $50M → $50.1M (+$85.1K)

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Burgundy Asset Management
Ontario, Canada
$20.8M +$2.25M +99,181 +11%
CHA
2
Cedar Hill Associates
Illinois
$6.33M +$125K +5,500 +2%
UBS Group
3
UBS Group
Switzerland
$3.76M +$496K +21,845 +14%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$3.29M -$35.4K -1,561 -1%
Morgan Stanley
5
Morgan Stanley
New York
$3.26M +$222K +9,803 +7%
SIA
6
Sit Investment Associates
Minnesota
$2.29M +$2.43M +106,878 New
LPL Financial
7
LPL Financial
California
$1.44M +$22.8K +1,006 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.32M +$1.14M +50,221 +432%
AI
9
Atria Investments
North Carolina
$1.22M +$302K +13,305 +31%
Stifel Financial
10
Stifel Financial
Missouri
$1.12M -$304K -13,408 -20%
CP
11
Camelot Portfolios
Ohio
$506K +$27.8K +1,223 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$449K -$28.2K -1,245 -6%
Bank of America
13
Bank of America
North Carolina
$387K -$261K -11,482 -39%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$369K -$250K -11,036 -39%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$363K +$385K +16,974 New
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$362K +$384K +16,940 New
TCMG
17
TSP Capital Management Group
New Jersey
$314K +$6.81K +300 +2%
Brown Advisory
18
Brown Advisory
Maryland
$310K +$329K +14,500 New
Legal & General Group
19
Legal & General Group
United Kingdom
$295K +$46K +2,027 +17%
Wells Fargo
20
Wells Fargo
California
$287K +$159K +7,014 +109%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$280K +$35.3K +1,557 +13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$245K +$260K +11,460 New
RJA
23
Raymond James & Associates
Florida
$235K -$35.2K -1,552 -12%
RFC
24
Russell Frank Company
Washington
$217K -$115K -5,082 -33%
DADC
25
D.A. Davidson & Co
Montana
$139K

KED Hedge Fund Activity: Q3 2015 in Review

38 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q3 2015, worth a combined $50.1M — up 0.17% from $50M a quarter earlier.

Fund positioning in KED was balanced in Q3 2015: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 8 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.43M. The largest seller was McKinley Capital Management, exiting entirely with an estimated $659K sold.

  • 38 institutional investors held Kayne Anderson Energy (KED) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $50.1M of Kayne Anderson Energy stock for Q3 2015, up 0.17% quarter-over-quarter.
  • 7 funds opened new Kayne Anderson Energy positions in Q3 2015 and 7 closed out, a net change of 0 holders.
  • The largest Kayne Anderson Energy buyer in Q3 2015 was Sit Investment Associates, an estimated $2.43M added.
  • The largest Kayne Anderson Energy seller in Q3 2015 was McKinley Capital Management, an estimated $659K sold.

Based on aggregated 13F filings for Q3 2015.