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KED

Kayne Anderson Energy

Delisted

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

48 hedge funds and large institutions have $29.1M invested in Kayne Anderson Energy in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

9% more funds holding

Funds holding: 4448 (+4)

25% less capital invested

Capital invested by funds: $38.7M → $29.1M (-$9.6M)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.12M +$1.41M +71,802 +51%
UBS Group
2
UBS Group
Switzerland
$2.36M -$836K -42,688 -26%
SIA
3
Sit Investment Associates
Minnesota
$2.26M +$533K +27,192 +31%
HK
4
Horizon Kinetics
New York
$1.85M +$274K +13,984 +17%
CHA
5
Cedar Hill Associates
Illinois
$1.78M -$499K -25,450 -22%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$1.78M +$3.74K +191 +0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.23M -$407K -20,751 -25%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.23M +$598K +30,544 +94%
Bank of America
9
Bank of America
North Carolina
$1.22M +$633K +32,329 +106%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$900K +$390K +19,900 +76%
Wells Fargo
11
Wells Fargo
California
$848K -$66.8K -3,412 -7%
Stifel Financial
12
Stifel Financial
Missouri
$753K -$75.6K -3,860 -9%
LPL Financial
13
LPL Financial
California
$713K -$181K -9,251 -20%
AG
14
Advisor Group
Arizona
$647K +$128K +6,521 +24%
NCCM
15
Nine Chapters Capital Management
New Jersey
$573K +$576K +29,400 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$498K -$66.2K -3,380 -12%
Legal & General Group
17
Legal & General Group
United Kingdom
$465K +$31.1K +1,587 +7%
UR
18
USCA RIA
Texas
$428K +$58.8K +3,000 +16%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$411K +$7.19K +367 +2%
CP
20
Camelot Portfolios
Ohio
$405K -$29.7K -1,518 -7%
AIA
21
Allegis Investment Advisors
Idaho
$400K +$97.7K +4,986 +32%
PI
22
Parkside Investments
Illinois
$384K +$386K +19,700 New
KACA
23
Kayne Anderson Capital Advisors
California
$357K
FFEC
24
First Financial Equity Corporation
Arizona
$357K +$363K +18,514 New
Ameriprise
25
Ameriprise
Minnesota
$314K +$316K +16,106 New

KED Hedge Fund Activity: Q1 2017 in Review

48 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q1 2017, worth a combined $29.1M — down 25% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KED positions and 6 closed out — a net gain of 5 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.41M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $13.6M sold.

  • 48 institutional investors held Kayne Anderson Energy (KED) as of Q1 2017, up from 44 in Q4 2016.
  • Funds reported $29.1M of Kayne Anderson Energy stock for Q1 2017, down 25% quarter-over-quarter.
  • 11 funds opened new Kayne Anderson Energy positions in Q1 2017 and 6 closed out, a net change of +5 holders.
  • The largest Kayne Anderson Energy buyer in Q1 2017 was Morgan Stanley, an estimated $1.41M added.
  • The largest Kayne Anderson Energy seller in Q1 2017 was Burgundy Asset Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2017.