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Kayne Anderson Energy Infrastructure Fund

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: 13 (+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: 183223 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
51
Edgemoor Investment Advisors
Maryland
$1.03M +$4.22K +505 +0.4%
MFG
52
Magnus Financial Group
New York
$996K +$18.7K +2,240 +2%
MC
53
Matisse Capital
Oregon
$925K +$880K +105,311 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$812K +$258K +30,863 +50%
RA
55
RFG Advisory
Alabama
$812K -$10.5K -1,256 -1%
AC
56
Aristides Capital
Kentucky
$800K +$761K +91,063 New
SIA
57
Sit Investment Associates
Minnesota
$789K +$258K +30,836 +52%
PFS
58
Prospera Financial Services
Texas
$782K +$744K +89,038 New
AWA
59
Arete Wealth Advisors
Illinois
$781K +$587K +70,258 +376%
KPWS
60
Kestra Private Wealth Services
Texas
$771K -$11.6K -1,383 -2%
JP Morgan Chase
61
JP Morgan Chase
New York
$750K +$596K +71,273 +504%
IWN
62
Independent Wealth Network
Iowa
$750K +$289K +34,580 +68%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$709K +$561K +67,119 +493%
MSAM
64
Moloney Securities Asset Management
Missouri
$702K +$565K +67,540 +546%
CFG
65
Cooper Financial Group
California
$698K +$156K +18,663 +31%
TH
66
TCTC Holdings
Texas
$688K -$26.3K -3,150 -4%
JWM
67
Jeppson Wealth Management
California
$683K +$14.3K +1,711 +2%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$681K -$66.3K -7,930 -9%
BBL
69
Beck Bode LLC
Massachusetts
$673K +$238K +28,455 +59%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$647K +$231K +27,642 +60%
YCM
71
Yakira Capital Management
Connecticut
$607K +$578K +69,095 New
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$587K +$559K +66,806 New
HH
73
Hilltop Holdings
Texas
$582K -$23.4K -2,799 -4%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$570K +$416K +49,783 +328%
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
$556K -$4.47K -535 -0.8%

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.