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KYE

Kayne Anderson Energy
KYE

Delisted

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

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49 hedge funds and large institutions have $80M invested in Kayne Anderson Energy in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $74.7M → $80M (+$5.29M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less funds holding

Funds holding: 58 → 49 (-9)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
19
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.39M
2
Wells Fargo
Wells Fargo
California
+$1.62M
3
GC
Guggenheim Capital
Illinois
+$1.48M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
Invesco
Invesco
Georgia
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$1.46M
2
AAM
Advisors Asset Management
Colorado
-$1.33M
3
PL
Polianta Ltd
Jersey
-$1.29M
4
CA
Cornerstone Advisors
North Carolina
-$1.15M
5
Bank of America
Bank of America
North Carolina
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$263K +$9.76K +781 +4%
KeyBank National Association
27
KeyBank National Association
Ohio
$258K – – –
FAAS
28
First Allied Advisory Services
California
$201K +$199K +15,887 New
SPC
29
Sigma Planning Corp
Michigan
$197K +$61K +4,877 +46%
SPIA
30
Steward Partners Investment Advisory
New York
$193K +$1.1K +88 +0.6%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$189K – – –
OC
32
Oppenheimer & Co
New York
$165K -$24.4K -1,950 -13%
NMC
33
Nine Masts Capital
Hong Kong
$155K +$153K +12,260 New
PCM
34
Pointe Capital Management
Michigan
$145K +$143K +11,447 New
MFW
35
Mosaic Family Wealth
Missouri
$89K -$6.25K -500 -7%
DADC
36
D.A. Davidson & Co
Montana
$78K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$64K +$2.89K +231 +5%
MA
38
MUFG Americas
New York
$46K +$887 +71 +2%
AG
39
Advisor Group
Arizona
$46K +$9.04K +723 +25%
BKA
40
Brick & Kyle Associates
Pennsylvania
$23K – – –
GAM
41
Gemmer Asset Management
California
$20K – – –
Creative Planning
42
Creative Planning
Kansas
$19K -$27.8K -2,224 -60%
US Bancorp
43
US Bancorp
Minnesota
$13K -$9.38K -750 -43%
IIC
44
Integrated Investment Consultants
Michigan
$13K – – –
Citigroup
45
Citigroup
New York
$11K -$1.46M -117,160 -99%
WA
46
WFG Advisors
Texas
$11K – – –
AIS
47
Accurate Investment Solutions
Pennsylvania
$4K +$75 +6 +2%
NFG
48
Next Financial Group
Texas
$2K -$125 -10 -5%
OC
49
Oakworth Capital
Alabama
$2K – – –
LF
50
Lee Financial
Texas
$1K – – –
1
2
3

KYE Hedge Fund Activity: Q1 2017 in Review

49 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KYE) for Q1 2017, worth a combined $80M — up 7.1% from $74.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KYE and 4 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.39M. The largest seller was Citigroup, cutting an estimated $1.46M.

  • 49 institutional investors held Kayne Anderson Energy (KYE) as of Q1 2017, down from 58 in Q4 2016.
  • Funds reported $80M of Kayne Anderson Energy stock for Q1 2017, up 7.1% quarter-over-quarter.
  • 4 funds opened new Kayne Anderson Energy positions in Q1 2017 and 12 closed out, a net change of -8 holders.
  • The largest Kayne Anderson Energy buyer in Q1 2017 was Sit Investment Associates, an estimated $2.39M added.
  • The largest Kayne Anderson Energy seller in Q1 2017 was Citigroup, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2017.