KAYNE ANDERSON CAPITAL ADVISORS LP

Q3 2020 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2020
Date filed
11/6/2020
Form type
13F-HR
Num holdings
88
Total value ($000)
$2,439,045
Net value change ($000)
-195,707 (-7.4%)
New positions
15
Sold out positions
11
Turnover %
5.8%
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 Q2 2020
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)
BEPC 47,017 NEW
AQN 39,725 520.4%
NEE 19,999 38.2%
D 17,808 NEW
XIFR 16,113 17.3%
XEL 15,977 280.0%
CWEN 15,187 6354.4%
ES 10,549 NEW
CWEN 10,432 51.1%
Enviva, LLC 9,954 21.1%
Top Reduces (Value $000, Stocks/ETFs)
EPD -85,287 -34.6%
TRGP -66,159 -39.1%
ET -57,980 -31.3%
OKE -55,713 -55.8%
WEP -40,307 -31.4%
PHILLIPS 66 PARTNERS LP -37,011 -44.2%
PAA -36,111 -44.3%
MPLX -32,684 -22.4%
Shell Midstream Partners, L.P. -22,145 -37.4%
KMI -20,989 -17.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 178,737 (7.3% of total reported value)
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