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Kayne Anderson Energy Infrastructure Fund
KYN

220 hedge funds and large institutions have $544M invested in Kayne Anderson Energy Infrastructure Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $624K | Put options by funds: $355K

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 227 → 220 (-7)

3.43% less ownership

Funds ownership: 34.59% → 31.16% (-3.4%)

7% less capital invested

Capital invested by funds: $585M → $544M (-$40.9M)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
74
Reduced
65
Closed
24
Calls
$624K
Puts
$355K
Net Calls
+$269K
Net Calls Change
-$105K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.91M
2
Bank of America
Bank of America
North Carolina
+$3.7M
3
Wells Fargo
Wells Fargo
California
+$2.87M
4
SWA
Stratos Wealth Advisors
Ohio
+$2.06M
5
ASN
Advisory Services Network
Georgia
+$1.28M

Top Sellers

1
MWM
Meridian Wealth Management
Kentucky
-$4.35M
2
RJA
Raymond James & Associates
Florida
-$4.21M
3
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.63M
4
AAM
Advisors Asset Management
Colorado
-$1.87M
5
SCM
Saba Capital Management
New York
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
26
McGowan Group Asset Management
Texas
$3.18M -$395 -40 -0%
QC
27
Quantedge Capital
Singapore
$2.88M -$1.27M -128,100 -31%
NAS
28
NWF Advisory Services
California
$2.86M +$98.8K +9,998 +4%
TCMG
29
TSP Capital Management Group
New Jersey
$2.85M -$46.4K -4,700 -2%
LPL Financial
30
LPL Financial
California
$2.59M +$24.1K +2,442 +1%
BHPW
31
Beverly Hills Private Wealth
California
$2.38M -$199K -20,150 -8%
FFP
32
FourThought Financial Partners
Florida
$2.37M -$75.1K -7,605 -3%
Lido Advisors
33
Lido Advisors
California
$2.29M +$7.27K +736 +0.3%
SWA
34
Stratos Wealth Advisors
Ohio
$2.16M +$2.06M +208,946 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$2.1M +$290K +29,386 +17%
BA
36
Bridgewater Advisors
New York
$2.02M -$27.5K -2,780 -1%
CSC
37
Caldwell Sutter Capital
California
$1.71M -$51K -5,157 -3%
MFG
38
Magnus Financial Group
New York
$1.65M +$254K +25,737 +19%
OC
39
Oppenheimer & Co
New York
$1.64M -$173K -17,542 -10%
VWA
40
Visionary Wealth Advisors
Illinois
$1.63M +$881K +89,154 +130%
ASN
41
Advisory Services Network
Georgia
$1.53M +$1.28M +129,717 +698%
PBM
42
Propel Bio Management
California
$1.52M – – –
SAM
43
Simplify Asset Management
Nevada
$1.52M – – –
EIA
44
Edgemoor Investment Advisors
Maryland
$1.47M +$38.8K +3,930 +3%
BRWA
45
B. Riley Wealth Advisors
Florida
$1.46M -$14.7K -1,492 -1%
CP
46
Camelot Portfolios
Ohio
$1.38M +$108K +10,897 +9%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.36M -$796K -80,570 -38%
PWS
48
Private Wealth Strategies
Ohio
$1.33M -$9.76K -988 -0.8%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.15M +$151K +15,293 +16%
SAM
50
Secure Asset Management
Michigan
$955K +$913K +92,448 New
1
2
3 4 5

KYN Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q2 2024, worth a combined $544M — down 7% from $585M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of KYN and 21 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 74 added.

The largest buyer was Morgan Stanley, adding an estimated $8.91M. The largest seller was Meridian Wealth Management, exiting entirely with an estimated $4.35M sold.

  • 220 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q2 2024, down from 227 in Q1 2024.
  • Funds reported $544M of Kayne Anderson Energy Infrastructure Fund stock for Q2 2024, down 7% quarter-over-quarter.
  • 21 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q2 2024 and 24 closed out, a net change of -3 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q2 2024 was Morgan Stanley, an estimated $8.91M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q2 2024 was Meridian Wealth Management, an estimated $4.35M sold.

Based on aggregated 13F filings for Q2 2024.