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KYE

Kayne Anderson Energy

Delisted

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

44 hedge funds and large institutions have $72.6M invested in Kayne Anderson Energy in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

4% more capital invested

Capital invested by funds: $69.7M → $72.6M (+$2.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 5144 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
20
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$234K +$176K +16,432 +363%
KeyBank National Association
27
KeyBank National Association
Ohio
$227K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$226K +$15.1K +1,412 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$204K -$27.4K -2,555 -12%
SPIA
30
Steward Partners Investment Advisory
New York
$185K +$11.8K +1,099 +7%
FAAS
31
First Allied Advisory Services
California
$183K +$965 +90 +0.6%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$167K
OC
33
Oppenheimer & Co
New York
$146K -$37.5K -3,500 -21%
PCM
34
Pointe Capital Management
Michigan
$127K
MFW
35
Mosaic Family Wealth
Missouri
$78K
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$49K +$47.2K +4,400 New
GAM
37
Gemmer Asset Management
California
$17K
Citigroup
38
Citigroup
New York
$17K +$6.86K +640 +73%
IIC
39
Integrated Investment Consultants
Michigan
$11K
US Bancorp
40
US Bancorp
Minnesota
$11K
AIS
41
Accurate Investment Solutions
Pennsylvania
$4K +$75 +7 +2%
VFA
42
Valeo Financial Advisors
Indiana
$3K +$3.22K +300 New
NFG
43
Next Financial Group
Texas
$2K
OC
44
Oakworth Capital
Alabama
$2K
LF
45
Lee Financial
Texas
$1K
SPC
46
Sigma Planning Corp
Michigan
-$112K -10,093 Closed
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
-$71K -6,394 Closed
DADC
48
D.A. Davidson & Co
Montana
-$67K -6,100 Closed
MA
49
MUFG Americas
New York
-$41K -3,695 Closed
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
-$19K -1,680 Closed

KYE Hedge Fund Activity: Q3 2017 in Review

44 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KYE) for Q3 2017, worth a combined $72.6M — up 4.1% from $69.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KYE and 2 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.07M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $610K.

  • 44 institutional investors held Kayne Anderson Energy (KYE) as of Q3 2017, down from 51 in Q2 2017.
  • Funds reported $72.6M of Kayne Anderson Energy stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 2 funds opened new Kayne Anderson Energy positions in Q3 2017 and 8 closed out, a net change of -6 holders.
  • The largest Kayne Anderson Energy buyer in Q3 2017 was Sit Investment Associates, an estimated $1.07M added.
  • The largest Kayne Anderson Energy seller in Q3 2017 was Cambridge Investment Research Advisors, an estimated $610K sold.

Based on aggregated 13F filings for Q3 2017.