We are live on ! Find out more
KED

Kayne Anderson Energy

Delisted

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

44 hedge funds and large institutions have $38.7M invested in Kayne Anderson Energy in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

16% more funds holding

Funds holding: 3844 (+6)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1% less capital invested

Capital invested by funds: $39.2M → $38.7M (-$488K)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
13
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
$13.6M -$1.56M -82,766 -11%
UBS Group
2
UBS Group
Switzerland
$3.18M -$467K -24,778 -13%
Morgan Stanley
3
Morgan Stanley
New York
$2.71M +$69.9K +3,710 +3%
CHA
4
Cedar Hill Associates
Illinois
$2.27M -$104K -5,500 -4%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$1.77M -$243K -12,922 -12%
SIA
6
Sit Investment Associates
Minnesota
$1.73M -$54.7K -2,905 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.63M -$765K -40,605 -33%
HK
8
Horizon Kinetics
New York
$1.57M +$94K +4,990 +7%
Wells Fargo
9
Wells Fargo
California
$913K +$145K +7,700 +20%
LPL Financial
10
LPL Financial
California
$912K -$73.7K -3,911 -8%
Stifel Financial
11
Stifel Financial
Missouri
$825K -$22.6K -1,202 -3%
Two Sigma Investments
12
Two Sigma Investments
New York
$629K +$610K +32,377 New
Bank of America
13
Bank of America
North Carolina
$590K +$426K +22,628 +293%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$562K +$73.3K +3,890 +16%
AG
15
Advisor Group
Arizona
$518K +$78.2K +4,149 +18%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$511K +$496K +26,300 New
CP
17
Camelot Portfolios
Ohio
$433K +$716 +38 +0.2%
Legal & General Group
18
Legal & General Group
United Kingdom
$433K +$11.2K +594 +3%
SG Americas Securities
19
SG Americas Securities
New York
$429K +$416K +22,065 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$402K +$82.7K +4,387 +27%
UR
21
USCA RIA
Texas
$368K +$26.8K +1,425 +8%
KACA
22
Kayne Anderson Capital Advisors
California
$356K
AIA
23
Allegis Investment Advisors
Idaho
$302K +$91.4K +4,849 +45%
SPIA
24
Steward Partners Investment Advisory
New York
$302K +$293K +15,564 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$269K -$61.3K -3,252 -19%

KED Hedge Fund Activity: Q4 2016 in Review

44 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q4 2016, worth a combined $38.7M — down 1.2% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KED positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $610K. The largest seller was Burgundy Asset Management, cutting an estimated $1.56M.

  • 44 institutional investors held Kayne Anderson Energy (KED) as of Q4 2016, up from 38 in Q3 2016.
  • Funds reported $38.7M of Kayne Anderson Energy stock for Q4 2016, down 1.2% quarter-over-quarter.
  • 9 funds opened new Kayne Anderson Energy positions in Q4 2016 and 3 closed out, a net change of +6 holders.
  • The largest Kayne Anderson Energy buyer in Q4 2016 was Two Sigma Investments, an estimated $610K added.
  • The largest Kayne Anderson Energy seller in Q4 2016 was Burgundy Asset Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2016.