Kayne Anderson Energy
KYE
KYE was delisted on the 3rd of August, 2018.
59 hedge funds and large institutions have $74.3M invested in Kayne Anderson Energy in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
34% more funds holding
Funds holding: 44 → 59 (+15)
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
2% more capital invested
Capital invested by funds: $72.6M → $74.3M (+$1.73M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.83M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.42M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.29M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$854K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$668K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.08M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$572K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$285K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$278K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $16K | +$365 | +36 | +2% |
|
52
US Bancorp
Minneapolis,
Minnesota
| $10K | – | – | – |
|
|
KJWM
53
Kiley Juergens Wealth Management
Olympia,
Washington
| $10K | +$10.1K | +1,000 | New |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7K | +$7.36K | +725 | New |
|
|
VFA
55
Valeo Financial Advisors
Carmel,
Indiana
| $3K | – | – | – |
|
|
AIS
56
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $3K | +$71 | +7 | +2% |
|
|
OC
57
Oakworth Capital
Birmingham,
Alabama
| $2K | – | – | – |
|
|
FGC
58
Financial Gravity Companies
Lakeway,
Texas
| $1K | +$680 | +67 | New |
|
|
SIS
59
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | +$1.01K | +100 | New |
|
60
KeyBank National Association
Cleveland,
Ohio
| – | -$227K | -20,400 | Closed |
|
|
GAM
61
Gemmer Asset Management
Walnut Creek,
California
| – | -$17K | -1,550 | Closed |
|
|
NFG
62
Next Financial Group
Houston,
Texas
| – | -$2K | -200 | Closed |
|
KYE Hedge Fund Activity: Q4 2017 in Review
59 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy (KYE) for Q4 2017, worth a combined $74.3M — up 2.4% from $72.6M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new KYE positions and 3 closed out — a net gain of 16 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.83M. The largest seller was Sit Investment Associates, cutting an estimated $1.61M.
- 59 institutional investors held Kayne Anderson Energy (KYE) as of Q4 2017, up from 44 in Q3 2017.
- Funds reported $74.3M of Kayne Anderson Energy stock for Q4 2017, up 2.4% quarter-over-quarter.
- 19 funds opened new Kayne Anderson Energy positions in Q4 2017 and 3 closed out, a net change of +16 holders.
- The largest Kayne Anderson Energy buyer in Q4 2017 was Morgan Stanley, an estimated $3.83M added.
- The largest Kayne Anderson Energy seller in Q4 2017 was Sit Investment Associates, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2017.