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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
LCM
26
Landscape Capital Management
New Jersey
$3.25M +$3.09M +369,648 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.17M +$2.09M +250,048 +225%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$2.94M +$2.8M +335,208 New
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$2.87M -$200K -23,961 -7%
MGAM
30
McGowan Group Asset Management
Texas
$2.84M +$2.71M +323,948 New
SOA
31
Sea Otter Advisors
Florida
$2.84M +$1.24M +148,800 +85%
TB
32
Terril Brothers
Missouri
$2.66M +$1.36M +162,990 +117%
GAMC
33
Garner Asset Management Corp
Texas
$2.59M +$1.45M +173,392 +135%
TCMG
34
TSP Capital Management Group
New Jersey
$2.45M +$23K +2,750 +1%
LPL Financial
35
LPL Financial
California
$2.18M +$894K +106,879 +75%
BHPW
36
Beverly Hills Private Wealth
California
$2.15M -$48.6K -5,810 -2%
NAS
37
NWF Advisory Services
California
$2.14M +$371K +44,374 +22%
FFP
38
FourThought Financial Partners
Florida
$2.02M +$1.93M +230,564 New
OC
39
Oppenheimer & Co
New York
$1.8M +$990K +118,371 +137%
BA
40
Bridgewater Advisors
New York
$1.72M -$54.2K -6,480 -3%
CP
41
Camelot Portfolios
Ohio
$1.64M +$1.56M +186,686 New
NL
42
NWAM LLC
Washington
$1.63M +$1.29M +154,487 +493%
CSC
43
Caldwell Sutter Capital
California
$1.58M -$30.2K -3,610 -2%
Lido Advisors
44
Lido Advisors
California
$1.57M +$1.49M +178,589 New
CA
45
Cornerstone Advisory
Maryland
$1.47M -$29.9K -3,580 -2%
FHA
46
Flagship Harbor Advisors
Massachusetts
$1.31M +$1.25M +149,723 New
PBM
47
Propel Bio Management
California
$1.29M +$1.23M +147,033 New
SAM
48
Simplify Asset Management
Nevada
$1.26M – – –
PWS
49
Private Wealth Strategies
Ohio
$1.15M -$25K -2,990 -2%
BRWA
50
B. Riley Wealth Advisors
Florida
$1.14M -$82.9K -9,920 -7%
1
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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.