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Kayne Anderson Energy Infrastructure Fund
KYN

223 hedge funds and large institutions have $526M invested in Kayne Anderson Energy Infrastructure Fund in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

52% more capital invested

Capital invested by funds: $346M → $526M (+$180M)

22% more funds holding

Funds holding: 183 → 223 (+40)

5.23% more ownership

Funds ownership: 30.18% → 35.42% (+5.2%)

80% less call options, than puts

Call options by funds: $72K | Put options by funds: $358K

Holders
223
Holders Change
+40
Holders Change %
+21.86%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
65
Increased
77
Reduced
45
Closed
21
Calls
$72K
Puts
$358K
Net Calls
-$286K
Net Calls Change
+$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.5M
2
RJA
Raymond James & Associates
Florida
+$18.7M
3
KACA
Kayne Anderson Capital Advisors
California
+$13.5M
4
RCM
Rivernorth Capital Management
Florida
+$8.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.29M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$7.33M
2
AFG
American Financial Group
Ohio
-$4.14M
3
MWM
Meridian Wealth Management
Kentucky
-$3.42M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.11M
5
SAM
Stansberry Asset Management
Texas
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
– -$786K -93,439 Closed
SMH
227
Sanders Morris Harris
Texas
– -$515K -61,200 Closed
OP
228
ORG Partners
Indiana
– -$270K -32,122 Closed
CWM
229
Circle Wealth Management
New Jersey
– -$252K -30,000 Closed
HF
230
HRT Financial
New York
– -$158K -18,808 Closed
CC
231
Callan Capital
California
– -$143K -17,027 Closed
VF
232
Virtu Financial
New York
– -$139K -16,469 Closed
IP
233
Intellectus Partners
California
– -$114K -13,250 Closed
1WA
234
180 Wealth Advisors
Washington
– -$108K -12,829 Closed
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
– -$122K -11,804 Closed
BAAM
236
Baker Avenue Asset Management
California
– -$57.2K -6,800 Closed
Citadel Advisors
237
Citadel Advisors
Florida
– -$55.2K -6,606 Closed
CFB
238
Cullen/Frost Bankers
Texas
– -$54.1K -6,429 Closed
SIA
239
SkyView Investment Advisors
New Jersey
– -$47K -5,599 Closed
EC
240
Elequin Capital
New York
– -$14.9K -1,770 Closed
CA
241
Centerpoint Advisors
Massachusetts
– -$12K -1,425 Closed
VAG
242
VisionPoint Advisory Group
Texas
– -$12K -1,423 Closed
BWS
243
Buck Wealth Strategies
Colorado
– -$1.1K -131 Closed
CAL
244
Capital Analysts LLC
Pennsylvania
– -$1K -108 Closed
CWAF
245
Core Wealth Advisors (Florida)
Florida
– -$841 -100 Closed
6 7 8 9
10

KYN Hedge Fund Activity: Q4 2023 in Review

223 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q4 2023, worth a combined $526M — up 52% from $346M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KYN positions and 21 closed out — a net gain of 44 holders — while 77 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $72.5M. The largest seller was Cetera Advisor Networks, cutting an estimated $7.33M.

  • 223 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $526M of Kayne Anderson Energy Infrastructure Fund stock for Q4 2023, up 52% quarter-over-quarter.
  • 65 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q4 2023 and 21 closed out, a net change of +44 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q4 2023 was Morgan Stanley, an estimated $72.5M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q4 2023 was Cetera Advisor Networks, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2023.