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KED

Kayne Anderson Energy

Delisted

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

40 hedge funds and large institutions have $24.9M invested in Kayne Anderson Energy in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

14% less capital invested

Capital invested by funds: $29.1M → $24.9M (-$4.17M)

17% less funds holding

Funds holding: 4840 (-8)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HK
1
Horizon Kinetics
New York
$4.03M +$2.34M +127,166 +134%
SIA
2
Sit Investment Associates
Minnesota
$2.29M +$193K +10,509 +9%
UBS Group
3
UBS Group
Switzerland
$2.2M +$7.43K +404 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$2.1M -$1.76M -95,478 -45%
CHA
5
Cedar Hill Associates
Illinois
$1.56M -$97.4K -5,300 -6%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$1.53M -$115K -6,254 -7%
Bank of America
7
Bank of America
North Carolina
$1.18M +$48K +2,611 +4%
Two Sigma Investments
8
Two Sigma Investments
New York
$890K -$249K -13,530 -22%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$885K +$53.3K +2,900 +6%
AG
10
Advisor Group
Arizona
$852K +$254K +13,794 +42%
Wells Fargo
11
Wells Fargo
California
$771K -$18.9K -1,030 -2%
Stifel Financial
12
Stifel Financial
Missouri
$688K -$9.52K -518 -1%
LPL Financial
13
LPL Financial
California
$518K -$155K -8,431 -23%
Legal & General Group
14
Legal & General Group
United Kingdom
$471K +$39.3K +2,137 +9%
PI
15
Parkside Investments
Illinois
$439K +$82.7K +4,500 +23%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$435K -$27.9K -1,519 -6%
UR
17
USCA RIA
Texas
$398K +$827 +45 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$391K -$763K -41,493 -66%
AIA
19
Allegis Investment Advisors
Idaho
$373K +$349 +19 +0.1%
CP
20
Camelot Portfolios
Ohio
$353K -$23.6K -1,282 -6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$333K -$49.6K -2,698 -13%
KACA
22
Kayne Anderson Capital Advisors
California
$332K
Ameriprise
23
Ameriprise
Minnesota
$331K +$40K +2,174 +13%
SPIA
24
Steward Partners Investment Advisory
New York
$286K +$2.22K +121 +0.8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$276K +$4.43K +241 +2%

KED Hedge Fund Activity: Q2 2017 in Review

40 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q2 2017, worth a combined $24.9M — down 14% from $29.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KED and 2 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Horizon Kinetics, adding an estimated $2.34M. The largest seller was Morgan Stanley, cutting an estimated $1.76M.

  • 40 institutional investors held Kayne Anderson Energy (KED) as of Q2 2017, down from 48 in Q1 2017.
  • Funds reported $24.9M of Kayne Anderson Energy stock for Q2 2017, down 14% quarter-over-quarter.
  • 2 funds opened new Kayne Anderson Energy positions in Q2 2017 and 9 closed out, a net change of -7 holders.
  • The largest Kayne Anderson Energy buyer in Q2 2017 was Horizon Kinetics, an estimated $2.34M added.
  • The largest Kayne Anderson Energy seller in Q2 2017 was Morgan Stanley, an estimated $1.76M sold.

Based on aggregated 13F filings for Q2 2017.