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KED

Kayne Anderson Energy

Delisted

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

42 hedge funds and large institutions have $31.5M invested in Kayne Anderson Energy in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $27M → $31.5M (+$4.47M)

5% more funds holding

Funds holding: 4042 (+2)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$6.47M +$2.37M +148,398 +66%
HK
2
Horizon Kinetics
New York
$5.82M -$273K -17,136 -5%
UBS Group
3
UBS Group
Switzerland
$1.5M -$520K -32,616 -27%
Morgan Stanley
4
Morgan Stanley
New York
$1.39M -$380K -23,848 -23%
FFA
5
First Foundation Advisors
California
$1.36M +$1.08M +67,759 +655%
AG
6
Advisor Group
Arizona
$1.34M +$339K +21,256 +38%
Wells Fargo
7
Wells Fargo
California
$1.29M +$349K +21,876 +42%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$1.11M -$336K -21,037 -25%
Bank of America
9
Bank of America
North Carolina
$892K -$259K -16,218 -24%
Two Sigma Investments
10
Two Sigma Investments
New York
$873K +$163K +10,232 +26%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$826K +$123K +7,700 +19%
Invesco
12
Invesco
Georgia
$707K +$399K +25,031 +161%
LM
13
Luminus Management
Texas
$675K +$619K +38,789 New
Stifel Financial
14
Stifel Financial
Missouri
$612K -$22.6K -1,418 -4%
Legal & General Group
15
Legal & General Group
United Kingdom
$554K +$12.1K +756 +2%
UR
16
USCA RIA
Texas
$488K +$96.5K +6,048 +28%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$480K +$439K +27,549 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$434K -$21.5K -1,349 -5%
LPL Financial
19
LPL Financial
California
$432K -$54.8K -3,433 -12%
CP
20
Camelot Portfolios
Ohio
$419K +$69.8K +4,376 +22%
PI
21
Parkside Investments
Illinois
$399K -$20.7K -1,300 -5%
CHA
22
Cedar Hill Associates
Illinois
$322K -$22.3K -1,400 -7%
KACA
23
Kayne Anderson Capital Advisors
California
$319K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$301K -$101K -6,308 -27%
WAM
25
Weiss Asset Management
Massachusetts
$266K +$243K +15,250 New

KED Hedge Fund Activity: Q4 2017 in Review

42 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q4 2017, worth a combined $31.5M — up 17% from $27M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new KED positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.37M. The largest seller was UBS Group, cutting an estimated $520K.

  • 42 institutional investors held Kayne Anderson Energy (KED) as of Q4 2017, up from 40 in Q3 2017.
  • Funds reported $31.5M of Kayne Anderson Energy stock for Q4 2017, up 17% quarter-over-quarter.
  • 8 funds opened new Kayne Anderson Energy positions in Q4 2017 and 6 closed out, a net change of +2 holders.
  • The largest Kayne Anderson Energy buyer in Q4 2017 was Sit Investment Associates, an estimated $2.37M added.
  • The largest Kayne Anderson Energy seller in Q4 2017 was UBS Group, an estimated $520K sold.

Based on aggregated 13F filings for Q4 2017.