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KED

Kayne Anderson Energy

Delisted

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

35 hedge funds and large institutions have $40.3M invested in Kayne Anderson Energy in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $36.7M → $40.3M (+$3.6M)

3% more funds holding

Funds holding: 3435 (+1)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Burgundy Asset Management
Ontario, Canada
$15.2M -$61.1K -3,373 -0.4%
CHA
2
Cedar Hill Associates
Illinois
$4.65M -$68.8K -3,800 -2%
UBS Group
3
UBS Group
Switzerland
$3.64M -$176K -9,719 -5%
Morgan Stanley
4
Morgan Stanley
New York
$2.52M -$20.8K -1,151 -0.9%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$2.03M -$152K -8,407 -7%
SIA
6
Sit Investment Associates
Minnesota
$1.73M +$366K +20,205 +29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.58M -$1.95M -107,529 -57%
HK
8
Horizon Kinetics
New York
$1.46M +$792K +43,720 +138%
AI
9
Atria Investments
North Carolina
$1.3M -$440K -24,277 -26%
LPL Financial
10
LPL Financial
California
$949K -$937K -51,766 -51%
Stifel Financial
11
Stifel Financial
Missouri
$855K -$11.1K -611 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$459K +$43.5K +2,405 +11%
CP
13
Camelot Portfolios
Ohio
$452K -$11.5K -636 -3%
Legal & General Group
14
Legal & General Group
United Kingdom
$409K +$10.8K +595 +3%
KACA
15
Kayne Anderson Capital Advisors
California
$356K +$332K +18,359 New
UR
16
USCA RIA
Texas
$323K +$301K +16,650 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$312K -$46.3K -2,556 -14%
Wells Fargo
18
Wells Fargo
California
$309K +$21.7K +1,200 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$306K -$1.2K -66 -0.4%
TCMG
20
TSP Capital Management Group
New Jersey
$281K +$44.4K +2,450 +20%
Bank of America
21
Bank of America
North Carolina
$253K +$1.61K +89 +0.7%
AG
22
Advisor Group
Arizona
$214K +$200K +11,068 New
FFA
23
First Foundation Advisors
California
$201K +$187K +10,352 New
DADC
24
D.A. Davidson & Co
Montana
$153K +$7.24K +400 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$137K -$8.62K -476 -6%

KED Hedge Fund Activity: Q2 2016 in Review

35 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q2 2016, worth a combined $40.3M — up 9.8% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KED positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Horizon Kinetics, adding an estimated $792K. The largest seller was Royal Bank of Canada, cutting an estimated $1.95M.

  • 35 institutional investors held Kayne Anderson Energy (KED) as of Q2 2016, up from 34 in Q1 2016.
  • Funds reported $40.3M of Kayne Anderson Energy stock for Q2 2016, up 9.8% quarter-over-quarter.
  • 6 funds opened new Kayne Anderson Energy positions in Q2 2016 and 5 closed out, a net change of +1 holder.
  • The largest Kayne Anderson Energy buyer in Q2 2016 was Horizon Kinetics, an estimated $792K added.
  • The largest Kayne Anderson Energy seller in Q2 2016 was Royal Bank of Canada, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2016.