KAYNE ANDERSON CAPITAL ADVISORS LP

Q1 2014 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2014
Date filed
5/7/2014
Form type
13F-HR
Num holdings
133
Total value ($000)
$14,248,085
Net value change ($000)
+883,283 (6.6%)
New positions
27
Sold out positions
15
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EnLink Midstream, LLC 248,783 NEW
REGENCY ENERGY PARTNERS L P COM UNITS L P 241,863 60.4%
ET 100,535 132.3%
DCP Midstream, LP 80,728 15.2%
EPD 75,217 7.6%
WILLIAMS PARTNERS L P 65,071 8.0%
Oneok Partners LP 62,186 17.4%
Summit Midstream Partners, LP 60,300 79.0%
Western Midstream Operating, LP 58,453 15.8%
ATLAS PIPELINE PARTNERS LP 58,185 291.5%
Top Reduces (Value $000, Stocks/ETFs)
CROSSTEX ENERGY L P -219,784 -100.0%
PVR PARTNERSHIP LP -179,581 -100.0%
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER -55,369 -18.6%
KMI -54,136 -15.1%
NuStar Energy L.P. -45,868 -39.5%
CRESTWOOD MIDSTREAM PARTNERS -34,298 -6.5%
WMB -29,548 -7.8%
TK -28,874 -95.4%
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN -21,171 -3.5%
Crestwood Equity Partners, L.P -18,341 -20.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type