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KED

Kayne Anderson Energy

Delisted

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

38 hedge funds and large institutions have $39.2M invested in Kayne Anderson Energy in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 8 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

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

9% more funds holding

Funds holding: 3538 (+3)

3% less capital invested

Capital invested by funds: $40.3M → $39.2M (-$1.14M)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
8
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
$14.9M +$16.8K +911 +0.1%
UBS Group
2
UBS Group
Switzerland
$3.58M +$19.8K +1,071 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$2.57M +$112K +6,073 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.36M +$798K +43,201 +53%
CHA
5
Cedar Hill Associates
Illinois
$2.32M -$2.16M -116,990 -49%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$1.97M -$10.1K -546 -0.5%
SIA
7
Sit Investment Associates
Minnesota
$1.74M +$51.5K +2,786 +3%
HK
8
Horizon Kinetics
New York
$1.44M +$12.4K +671 +0.9%
LPL Financial
9
LPL Financial
California
$934K -$7.22K -391 -0.8%
Stifel Financial
10
Stifel Financial
Missouri
$833K -$8.77K -475 -1%
AI
11
Atria Investments
North Carolina
$767K -$529K -28,635 -41%
Wells Fargo
12
Wells Fargo
California
$744K +$430K +23,302 +146%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$474K +$25.2K +1,366 +6%
AG
14
Advisor Group
Arizona
$427K +$212K +11,456 +104%
CP
15
Camelot Portfolios
Ohio
$422K -$18.5K -1,004 -4%
Legal & General Group
16
Legal & General Group
United Kingdom
$411K +$10.6K +573 +3%
KACA
17
Kayne Anderson Capital Advisors
California
$348K
UR
18
USCA RIA
Texas
$332K +$15.9K +860 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$325K +$316K +17,113 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$310K +$4.32K +234 +1%
TCMG
21
TSP Capital Management Group
New Jersey
$275K -$267K -14,470 Closed
CCP
22
Clough Capital Partners
Massachusetts
$265K +$258K +13,983 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$210K +$205K +11,078 New
AIA
24
Allegis Investment Advisors
Idaho
$203K +$198K +10,706 New
FFA
25
First Foundation Advisors
California
$196K

KED Hedge Fund Activity: Q3 2016 in Review

38 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q3 2016, worth a combined $39.2M — down 2.8% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new KED positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $798K. The largest seller was Cedar Hill Associates, cutting an estimated $2.16M.

  • 38 institutional investors held Kayne Anderson Energy (KED) as of Q3 2016, up from 35 in Q2 2016.
  • Funds reported $39.2M of Kayne Anderson Energy stock for Q3 2016, down 2.8% quarter-over-quarter.
  • 6 funds opened new Kayne Anderson Energy positions in Q3 2016 and 3 closed out, a net change of +3 holders.
  • The largest Kayne Anderson Energy buyer in Q3 2016 was Royal Bank of Canada, an estimated $798K added.
  • The largest Kayne Anderson Energy seller in Q3 2016 was Cedar Hill Associates, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2016.