We are live on ! Find out more
KYN icon

Kayne Anderson Energy Infrastructure Fund

145 hedge funds and large institutions have $492M invested in Kayne Anderson Energy Infrastructure Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 23.57%23.67% (+0.11%)

3% less capital invested

Capital invested by funds: $508M → $492M (-$16.9M)

3% less funds holding

Funds holding: 149145 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

33% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 57

80% less call options, than puts

Call options by funds: $2K | Put options by funds: $10K

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
12
Increased
38
Reduced
57
Closed
14
Calls
$2K
Puts
$10K
Net Calls
-$8K
Net Calls Change
+$463K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Edge Wealth Management
New York
$1.06M -$8.98K -500 -0.8%
MCP
52
Mirador Capital Partners
California
$988K +$9.7K +540 +1%
M&T Bank
53
M&T Bank
New York
$967K
HighTower Advisors
54
HighTower Advisors
Illinois
$953K -$74.8K -4,162 -7%
BRWA
55
B. Riley Wealth Advisors
Florida
$929K -$6.95K -387 -0.8%
FFSOTS
56
Fiduciary Financial Services of The Southwest
Texas
$927K -$32K -1,781 -3%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$886K -$36.2K -2,017 -4%
DADC
58
D.A. Davidson & Co
Montana
$818K +$37.7K +2,097 +5%
CB
59
Commerce Bank
Missouri
$813K +$14.8K +823 +2%
CAG
60
Csenge Advisory Group
Florida
$750K +$741K +41,260 New
MFW
61
Mosaic Family Wealth
Missouri
$694K -$28.1K -1,565 -4%
Ameriprise
62
Ameriprise
Minnesota
$684K -$871K -48,467 -56%
UR
63
USCA RIA
Texas
$658K
NCM
64
Noesis Capital Mangement
Florida
$654K +$27.1K +1,510 +4%
PAG
65
Private Advisor Group
New Jersey
$565K -$17.3K -964 -3%
BA
66
Bard Associates
Illinois
$523K -$25.2K -1,400 -5%
NL
67
NWAM LLC
Washington
$513K +$115K +6,419 +29%
FAAS
68
First Allied Advisory Services
California
$499K +$499K +27,764 New
AG
69
Advisor Group
Arizona
$459K -$14K -781 -3%
Mariner
70
Mariner
Kansas
$454K
CSIC
71
Clifford Swan Investment Counsel
California
$449K -$206K -11,458 -32%
MRCM
72
M&R Capital Management
New Jersey
$441K -$11.8K -655 -3%
US Bancorp
73
US Bancorp
Minnesota
$439K -$199K -11,082 -31%
BW
74
Bison Wealth
Georgia
$435K -$56.4K -3,141 -12%
FFA
75
First Foundation Advisors
California
$414K +$99.2K +5,524 +32%

KYN Hedge Fund Activity: Q3 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q3 2017, worth a combined $492M — down 3.3% from $508M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of KYN and 12 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 38 added.

The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was Mariner Wealth Advisors (Cincinnati), exiting entirely with an estimated $7.74M sold.

  • 145 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q3 2017, down from 149 in Q2 2017.
  • Funds reported $492M of Kayne Anderson Energy Infrastructure Fund stock for Q3 2017, down 3.3% quarter-over-quarter.
  • 12 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q3 2017 and 14 closed out, a net change of -2 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q3 2017 was Morgan Stanley, an estimated $12.8M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q3 2017 was Mariner Wealth Advisors (Cincinnati), an estimated $7.74M sold.

Based on aggregated 13F filings for Q3 2017.