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KYE

Kayne Anderson Energy
KYE

Delisted

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

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54 hedge funds and large institutions have $68.1M invested in Kayne Anderson Energy in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $74.3M → $68.1M (-$6.19M)

8% less funds holding

Funds holding: 59 → 54 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$8.55M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$841K
3
AAM
Advisors Asset Management
Colorado
+$400K
4
Millennium Management
Millennium Management
New York
+$311K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.28M
2
GC
Guggenheim Capital
Illinois
-$1.24M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$847K
4
WAM
Weiss Asset Management
Massachusetts
-$564K
5
Invesco
Invesco
Georgia
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
26
Quad-Cities Investment Group
Iowa
$208K +$241K +24,166 New
CBA
27
Coastal Bridge Advisors
Connecticut
$189K – – –
LFAS
28
Level Four Advisory Services
Texas
$172K +$69.7K +7,000 +54%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$171K -$16.3K -1,638 -8%
Stifel Financial
30
Stifel Financial
Missouri
$163K +$19.2K +1,924 +11%
NFA
31
Nuveen Fund Advisors
Illinois
$150K -$11.6K -1,168 -6%
US Bancorp
32
US Bancorp
Minnesota
$137K +$149K +14,935 +1,494%
SPIA
33
Steward Partners Investment Advisory
New York
$122K -$3.94K -395 -3%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$120K -$9.96K -1,000 -7%
FAAS
35
First Allied Advisory Services
California
$116K +$2.34K +235 +2%
PCM
36
Pointe Capital Management
Michigan
$89K -$8.07K -810 -7%
FAIM
37
Financial Advocates Investment Management
Washington
$86K +$99.6K +10,000 New
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$77K – – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$63K +$2.35K +236 +3%
MFW
40
Mosaic Family Wealth
Missouri
$52K -$9.96K -1,000 -14%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$42K +$19.8K +1,984 +70%
RFC
42
Regions Financial Corp
Alabama
$37K – – –
Citigroup
43
Citigroup
New York
$15K +$1.39K +139 +9%
SEI Investments
44
SEI Investments
Pennsylvania
$15K +$17.9K +1,794 New
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
IIC
46
Integrated Investment Consultants
Michigan
$9K +$9.96K +1,000 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
VFA
48
Valeo Financial Advisors
Indiana
$3K – – –
AIS
49
Accurate Investment Solutions
Pennsylvania
$3K +$70 +7 +2%
SWP
50
Stratos Wealth Partners
Ohio
$2K -$19.9K -2,000 -89%
1
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KYE Hedge Fund Activity: Q1 2018 in Review

54 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KYE) for Q1 2018, worth a combined $68.1M — down 8.3% from $74.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KYE and 6 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $8.55M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.28M sold.

  • 54 institutional investors held Kayne Anderson Energy (KYE) as of Q1 2018, down from 59 in Q4 2017.
  • Funds reported $68.1M of Kayne Anderson Energy stock for Q1 2018, down 8.3% quarter-over-quarter.
  • 6 funds opened new Kayne Anderson Energy positions in Q1 2018 and 11 closed out, a net change of -5 holders.
  • The largest Kayne Anderson Energy buyer in Q1 2018 was Sit Investment Associates, an estimated $8.55M added.
  • The largest Kayne Anderson Energy seller in Q1 2018 was Wolverine Asset Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2018.