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Kayne Anderson Energy Infrastructure Fund
KYN

181 hedge funds and large institutions have $1.04B invested in Kayne Anderson Energy Infrastructure Fund in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

15% more capital invested

Capital invested by funds: $903M → $1.04B (+$135M)

12% more funds holding

Funds holding: 162 → 181 (+19)

0.64% more ownership

Funds ownership: 25.22% → 25.86% (+0.64%)

Holders
181
Holders Change
+19
Holders Change %
+11.73%
% of All Funds
5.25%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
32
Increased
57
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.2M
2
CNB
City National Bank
California
+$8.32M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.83M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.22M
5
U
UBS
Switzerland
+$3.29M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.5M
2
SIA
Sit Investment Associates
Minnesota
-$4.75M
3
Brown Advisory
Brown Advisory
Maryland
-$4.38M
4
AAM
Advisors Asset Management
Colorado
-$3.63M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
SFE Investment Counsel
California
$8.22M +$88K +2,400 +1%
BCM
27
BTR Capital Management
California
$7.24M +$148K +4,040 +2%
HH
28
Hilltop Holdings
Texas
$6.65M +$35.7K +974 +0.6%
HighTower Advisors
29
HighTower Advisors
Illinois
$6.6M +$4.83M +131,603 +387%
TH
30
TCTC Holdings
Texas
$6.29M +$383K +10,450 +7%
SM
31
Stratton Management
Pennsylvania
$6.24M -$82.5K -2,250 -1%
FFSOTS
32
Fiduciary Financial Services of The Southwest
Texas
$6.14M +$89K +2,427 +2%
HFS
33
HL Financial Services
Kentucky
$5.67M -$94.5K -2,576 -2%
Citigroup
34
Citigroup
New York
$5.52M +$85.5K +2,333 +2%
SEIA
35
Signature Estate & Investment Advisors
California
$5.49M +$545K +14,855 +12%
Invesco
36
Invesco
Georgia
$5.33M +$1.16M +31,695 +31%
JWM
37
Jacobus Wealth Management
Wisconsin
$5.21M +$783K +21,344 +20%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.01M +$2.34M +63,865 +103%
CCT
39
Chemung Canal Trust
New York
$4.97M -$297K -8,093 -6%
CS
40
Credit Suisse
Switzerland
$4.85M -$402K -10,953 -8%
KWMG
41
King Wealth Management Group
Florida
$4.76M +$171K +4,652 +4%
TCM
42
Twele Capital Management
Minnesota
$4.75M +$18K +491 +0.4%
SIC
43
Shoker Investment Counsel
Ohio
$4.3M +$3.96M +107,868 New
TCMG
44
TSP Capital Management Group
New Jersey
$4.2M – – –
AWS
45
Aris Wealth Services
Pennsylvania
$4.01M +$30.5K +832 +0.8%
CIP
46
Chartwell Investment Partners
Pennsylvania
$3.79M -$12.3K -335 -0.4%
Deutsche Bank
47
Deutsche Bank
Germany
$3.61M -$2.15M -58,541 -39%
SG Americas Securities
48
SG Americas Securities
New York
$3.49M +$3.21M +87,510 New
SCM
49
Schnieders Capital Management
California
$3.22M +$2.96M +80,841 New
RJA
50
Raymond James & Associates
Florida
$3.2M +$494K +13,476 +20%
1
2
3 4 5

KYN Hedge Fund Activity: Q4 2013 in Review

181 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q4 2013, worth a combined $1.04B — up 15% from $903M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new KYN positions and 12 closed out — a net gain of 20 holders — while 57 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $13.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $16.5M.

  • 181 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q4 2013, up from 162 in Q3 2013.
  • Funds reported $1.04B of Kayne Anderson Energy Infrastructure Fund stock for Q4 2013, up 15% quarter-over-quarter.
  • 32 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q4 2013 and 12 closed out, a net change of +20 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q4 2013 was Bank of America, an estimated $13.2M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q4 2013 was Cambridge Investment Research Advisors, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2013.