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Kayne Anderson Energy Infrastructure Fund

183 hedge funds and large institutions have $346M invested in Kayne Anderson Energy Infrastructure Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $325M → $346M (+$20.4M)

0.85% more ownership

Funds ownership: 29.34%30.18% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 192183 (-9)

10% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 60

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

88% less call options, than puts

Call options by funds: $130K | Put options by funds: $1.06M

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
54
Reduced
60
Closed
21
Calls
$130K
Puts
$1.06M
Net Calls
-$932K
Net Calls Change
-$425K
Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
26
Beverly Hills Private Wealth
California
$2.11M +$51.7K +6,000 +2%
BA
27
Bridgewater Advisors
New York
$1.71M
NAS
28
NWF Advisory Services
California
$1.68M +$208K +24,084 +14%
CSC
29
Caldwell Sutter Capital
California
$1.55M -$12.5K -1,454 -0.8%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.52M -$1.34M -156,011 -46%
SOA
31
Sea Otter Advisors
Florida
$1.47M +$1.51M +175,000 New
CA
32
Cornerstone Advisory
Maryland
$1.44M -$2.77K -322 -0.2%
SAM
33
Simplify Asset Management
Nevada
$1.24M
BRWA
34
B. Riley Wealth Advisors
Florida
$1.21M -$86.1K -9,994 -7%
LPL Financial
35
LPL Financial
California
$1.19M -$346K -40,130 -22%
TB
36
Terril Brothers
Missouri
$1.17M
PWS
37
Private Wealth Strategies
Ohio
$1.13M -$36.8K -4,274 -3%
GAMC
38
Garner Asset Management Corp
Texas
$1.08M
CC
39
Claybrook Capital
Massachusetts
$1.02M
EIA
40
Edgemoor Investment Advisors
Maryland
$983K +$34.5K +4,000 +4%
MFG
41
Magnus Financial Group
New York
$936K -$25.4K -2,953 -3%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$933K -$5.47K -635 -0.6%
RA
43
RFG Advisory
Alabama
$788K -$5.15K -598 -0.6%
UCFA
44
United Capital Financial Advisors
Texas
$786K -$5.7K -661 -0.7%
KPWS
45
Kestra Private Wealth Services
Texas
$750K +$99.1K +11,497 +15%
OC
46
Oppenheimer & Co
New York
$727K -$826K -95,823 -53%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$719K -$72.4K -8,403 -9%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$693K +$10.8K +1,258 +2%
TH
49
TCTC Holdings
Texas
$685K -$21.5K -2,500 -3%
JWM
50
Jeppson Wealth Management
California
$640K +$6.94K +805 +1%

KYN Hedge Fund Activity: Q3 2023 in Review

183 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q3 2023, worth a combined $346M — up 6.3% from $325M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of KYN and 14 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 54 added.

The largest buyer was Meridian Wealth Management, adding an estimated $3.8M. The largest seller was Quantedge Capital, cutting an estimated $1.69M.

  • 183 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q3 2023, down from 192 in Q2 2023.
  • Funds reported $346M of Kayne Anderson Energy Infrastructure Fund stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 14 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q3 2023 and 21 closed out, a net change of -7 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q3 2023 was Meridian Wealth Management, an estimated $3.8M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q3 2023 was Quantedge Capital, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2023.