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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 $37M invested in Kayne Anderson Energy in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

21% more capital invested

Capital invested by funds: $30.5M → $37M (+$6.46M)

5% more funds holding

Funds holding: 3840 (+2)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.9M +$1.89M +111,265 +22%
HK
2
Horizon Kinetics
New York
$6.36M +$117K +6,913 +2%
Morgan Stanley
3
Morgan Stanley
New York
$2.1M +$129K +7,619 +7%
Invesco
4
Invesco
Georgia
$2.05M +$496K +29,202 +33%
Wells Fargo
5
Wells Fargo
California
$1.62M -$8.51K -501 -0.5%
FFA
6
First Foundation Advisors
California
$1.46M +$62.6K +3,687 +5%
UBS Group
7
UBS Group
Switzerland
$1.35M +$46.3K +2,728 +4%
AG
8
Advisor Group
Arizona
$1.27M -$102K -5,992 -8%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$1.07M -$13.9K -817 -1%
Bank of America
10
Bank of America
North Carolina
$862K -$82.5K -4,860 -9%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$777K
Stifel Financial
12
Stifel Financial
Missouri
$728K +$117K +6,909 +20%
WAM
13
Wolverine Asset Management
Illinois
$579K +$566K +33,322 New
OFG
14
OTA Financial Group
New York
$513K +$501K +29,511 New
WAM
15
Weiss Asset Management
Massachusetts
$455K +$444K +26,181 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$454K +$1.29K +76 +0.3%
CP
17
Camelot Portfolios
Ohio
$407K -$11.3K -666 -3%
UR
18
USCA RIA
Texas
$397K -$108K -6,368 -22%
AGM
19
Alpine Global Management
New York
$395K +$385K +22,704 New
PI
20
Parkside Investments
Illinois
$374K +$25.5K +1,500 +8%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$363K -$217K -12,800 -38%
LPL Financial
22
LPL Financial
California
$359K -$56.6K -3,334 -14%
KACA
23
Kayne Anderson Capital Advisors
California
$320K +$1.54K +91 +0.5%
CHA
24
Cedar Hill Associates
Illinois
$304K -$17K -1,000 -5%
SPIA
25
Steward Partners Investment Advisory
New York
$273K +$8.49K +500 +3%

KED Hedge Fund Activity: Q2 2018 in Review

40 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KED) for Q2 2018, worth a combined $37M — up 21% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KED positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.89M. The largest seller was Legal & General Group, exiting entirely with an estimated $598K sold.

  • 40 institutional investors held Kayne Anderson Energy (KED) as of Q2 2018, up from 38 in Q1 2018.
  • Funds reported $37M of Kayne Anderson Energy stock for Q2 2018, up 21% quarter-over-quarter.
  • 7 funds opened new Kayne Anderson Energy positions in Q2 2018 and 5 closed out, a net change of +2 holders.
  • The largest Kayne Anderson Energy buyer in Q2 2018 was Sit Investment Associates, an estimated $1.89M added.
  • The largest Kayne Anderson Energy seller in Q2 2018 was Legal & General Group, an estimated $598K sold.

Based on aggregated 13F filings for Q2 2018.