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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 $27M invested in Kayne Anderson Energy in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $24.9M → $27M (+$2.13M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HK
1
Horizon Kinetics
New York
$6.09M +$2.2M +129,161 +58%
SIA
2
Sit Investment Associates
Minnesota
$3.87M +$1.64M +96,734 +76%
UBS Group
3
UBS Group
Switzerland
$2.06M -$47.7K -2,808 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.79M -$209K -12,288 -11%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$1.47M -$4.18K -246 -0.3%
Bank of America
6
Bank of America
North Carolina
$1.17M +$36.9K +2,169 +3%
AG
7
Advisor Group
Arizona
$962K +$145K +8,525 +18%
Wells Fargo
8
Wells Fargo
California
$904K +$164K +9,667 +23%
Two Sigma Investments
9
Two Sigma Investments
New York
$691K -$162K -9,524 -19%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$688K -$160K -9,400 -19%
Stifel Financial
11
Stifel Financial
Missouri
$633K -$21.8K -1,281 -3%
Legal & General Group
12
Legal & General Group
United Kingdom
$540K +$86.2K +5,071 +20%
LPL Financial
13
LPL Financial
California
$490K -$5.36K -315 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$455K +$79.9K +4,700 +22%
PI
15
Parkside Investments
Illinois
$419K
AIA
16
Allegis Investment Advisors
Idaho
$411K +$53.5K +3,149 +15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$409K -$7.19K -423 -2%
UR
18
USCA RIA
Texas
$398K
CHA
19
Cedar Hill Associates
Illinois
$344K -$1.13M -66,226 -77%
CP
20
Camelot Portfolios
Ohio
$342K +$3.71K +218 +1%
KACA
21
Kayne Anderson Capital Advisors
California
$318K
Ameriprise
22
Ameriprise
Minnesota
$312K -$4.39K -258 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$292K +$26.9K +1,583 +10%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$277K -$41.1K -2,418 -13%
SPIA
25
Steward Partners Investment Advisory
New York
$276K +$2.24K +132 +0.8%

KED Hedge Fund Activity: Q3 2017 in Review

40 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q3 2017, worth a combined $27M — up 8.5% from $24.9M a quarter earlier.

Fund positioning in KED was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 11 trimmed.

The largest buyer was Horizon Kinetics, adding an estimated $2.2M. The largest seller was Cedar Hill Associates, cutting an estimated $1.13M.

  • 40 institutional investors held Kayne Anderson Energy (KED) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $27M of Kayne Anderson Energy stock for Q3 2017, up 8.5% quarter-over-quarter.
  • 5 funds opened new Kayne Anderson Energy positions in Q3 2017 and 5 closed out, a net change of 0 holders.
  • The largest Kayne Anderson Energy buyer in Q3 2017 was Horizon Kinetics, an estimated $2.2M added.
  • The largest Kayne Anderson Energy seller in Q3 2017 was Cedar Hill Associates, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2017.